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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Kestra Advisory Services's MCD Position: Q1 2026 in Review

Kestra Advisory Services increased its McDonald's (MCD) stake by 12% in Q1 2026, buying an estimated $7.49M and bringing the position to 219,241 shares worth $68.1M. The position accounts for 0.26% of the portfolio, ranked #68.

Kestra Advisory Services first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Kestra Advisory Services held 219,241 shares of McDonald's worth $68.1M as of Q1 2026.
  • Kestra Advisory Services bought 23,508 McDonald's shares in Q1 2026, an estimated $7.49M.
  • McDonald's made up 0.26% of Kestra Advisory Services's portfolio in Q1 2026, its #68 holding.
  • Kestra Advisory Services first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.