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Kestra Advisory Services’s McDonald's MCD Stock Holding History

Kestra Advisory Services’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.3M Sell
204,586
-14,655
-7% -$4.2M 0.18% 111
2026
Q1 		$68.1M Buy
219,241
+23,508
+12% +$7.49M 0.26% 68
2025
Q4 		$59.8M Buy
195,733
+26,291
+16% +$8.05M 0.25% 68
2025
Q3 		$51.5M Buy
169,442
+27,166
+19% +$8.27M 0.24% 76
2025
Q2 		$41.6M Buy
142,276
+6,002
+4% +$1.85M 0.2% 90
2025
Q1 		$42.6M Sell
136,274
-10,320
-7% -$3.09M 0.21% 72
2024
Q4 		$42.5M Buy
146,594
+2,816
+2% +$840K 0.23% 81
2024
Q3 		$43.8M Sell
143,778
-4,239
-3% -$1.17M 0.24% 79
2024
Q2 		$35.7M Buy
148,017
+18,196
+14% +$4.83M 0.2% 92
2024
Q1 		$36.6M Buy
129,821
+13,623
+12% +$3.96M 0.25% 76
2023
Q4 		$34.5M Buy
116,198
+800
+0.7% +$218K 0.28% 63
2023
Q3 		$30.4M Buy
115,398
+6,682
+6% +$1.91M 0.3% 61
2023
Q2 		$32.4M Buy
108,716
+9,398
+9% +$2.73M 0.32% 53
2023
Q1 		$27.8M Sell
99,318
-18,983
-16% -$5.09M 0.3% 62
2022
Q4 		$31.2M Buy
118,301
+14,283
+14% +$3.77M 0.28% 74
2022
Q3 		$24M Buy
104,018
+1,676
+2% +$428K 0.26% 88
2022
Q2 		$25.3M Buy
102,342
+14,517
+17% +$3.58M 0.26% 81
2022
Q1 		$21.7M Buy
87,825
+938
+1% +$234K 0.23% 89
2021
Q4 		$23.3M Sell
86,887
-28,844
-25% -$7.28M 0.24% 89
2021
Q3 		$27.9M Buy
115,731
+31,428
+37% +$7.5M 0.28% 78
2021
Q2 		$19.5M Buy
84,303
+1,415
+2% +$329K 0.22% 105
2021
Q1 		$18.6M Sell
82,888
-34,778
-30% -$7.44M 0.24% 97
2020
Q4 		$24.9M Buy
117,666
+51,906
+79% +$11.3M 0.29% 71
2020
Q3 		$14.4M Buy
+65,760
New +$13.5M 0.27% 85

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Advisory Services's MCD Position: Q2 2026 in Review

Kestra Advisory Services reduced its McDonald's (MCD) stake by 6.7% in Q2 2026, selling an estimated $4.2M and leaving 204,586 shares worth $55.3M. The position accounts for 0.18% of the portfolio, ranked #111.

Kestra Advisory Services first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $68.1M in Q1 2026. 3,464 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kestra Advisory Services held 204,586 shares of McDonald's worth $55.3M as of Q2 2026.
  • Kestra Advisory Services sold 14,655 McDonald's shares in Q2 2026, an estimated $4.2M.
  • McDonald's made up 0.18% of Kestra Advisory Services's portfolio in Q2 2026, its #111 holding.
  • Kestra Advisory Services first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's McDonald's position peaked at $68.1M in Q1 2026.
  • 3,464 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.