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Kovack Advisors’s McDonald's MCD Stock Holding History

Kovack Advisors’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 		$2.51M Sell
9,292
-303
-3% -$86.9K 0.12% 167
2026
Q1 		$2.96M Sell
9,595
-370
-4% -$118K 0.16% 128
2025
Q4 		$3.05M Buy
9,965
+3,816
+62% +$1.17M 0.14% 129
2025
Q3 		$1.87M Sell
6,149
-1,845
-23% -$562K 0.18% 108
2025
Q2 		$2.34M Sell
7,994
-930
-10% -$287K 0.23% 88
2025
Q1 		$2.79M Sell
8,924
-684
-7% -$205K 0.3% 69
2024
Q4 		$2.79M Buy
9,608
+2,567
+36% +$765K 0.27% 70
2024
Q3 		$2.14M Buy
7,041
+692
+11% +$191K 0.23% 89
2024
Q2 		$1.62M Sell
6,349
-24
-0.4% -$6.37K 0.18% 114
2024
Q1 		$1.8M Buy
6,373
+1,377
+28% +$400K 0.22% 99
2023
Q4 		$1.48M Buy
4,996
+294
+6% +$80K 0.18% 121
2023
Q3 		$1.24M Buy
4,702
+38
+0.8% +$10.8K 0.17% 125
2023
Q2 		$1.39M Buy
4,664
+728
+18% +$212K 0.18% 113
2023
Q1 		$1.1M Sell
3,936
-14
-0.4% -$3.75K 0.15% 140
2022
Q4 		$1.04M Sell
3,950
-64
-2% -$16.9K 0.15% 140
2022
Q3 		$926K Buy
4,014
+567
+16% +$145K 0.14% 162
2022
Q2 		$851K Sell
3,447
-1,893
-35% -$466K 0.11% 198
2022
Q1 		$1.32M Buy
5,340
+753
+16% +$188K 0.14% 160
2021
Q4 		$1.23M Sell
4,587
-1,526
-25% -$385K 0.12% 185
2021
Q3 		$1.47M Buy
6,113
+205
+3% +$48.9K 0.16% 154
2021
Q2 		$1.36M Sell
5,908
-928
-14% -$216K 0.16% 159
2021
Q1 		$1.53M Sell
6,836
-80
-1% -$17.1K 0.2% 133
2020
Q4 		$1.48M Sell
6,916
-233
-3% -$50.7K 0.21% 119
2020
Q3 		$1.57M Buy
7,149
+7,148
+714,800% +$1.47M 0.28% 90
2020
Q2 		$3K Sell
1
-10,087
-100% -$1.85M ﹤0.01% 488
2020
Q1 		$1.67M Sell
10,088
-2,423
-19% -$477K 0.39% 70
2019
Q4 		$2.47M Buy
12,511
+3,678
+42% +$730K 0.44% 51
2019
Q3 		$1.9M Buy
8,833
+870
+11% +$187K 0.39% 62
2019
Q2 		$1.65M Buy
7,963
+904
+13% +$179K 0.38% 62
2019
Q1 		$1.34M Buy
7,059
+356
+5% +$64.6K 0.33% 74
2018
Q4 		$1.19M Buy
6,703
+714
+12% +$127K 0.35% 75
2018
Q3 		$1M Buy
5,989
+75
+1% +$12K 0.26% 98
2018
Q2 		$927K Buy
5,914
+480
+9% +$77.8K 0.26% 99
2018
Q1 		$850K Sell
5,434
-667
-11% -$110K 0.21% 119
2017
Q4 		$1.05M Buy
6,101
+105
+2% +$17.6K 0.27% 85
2017
Q3 		$939K Sell
5,996
-363
-6% -$56.9K 0.31% 75
2017
Q2 		$974K Sell
6,359
-733
-10% -$106K 0.31% 69
2017
Q1 		$919K Buy
7,092
+268
+4% +$33.6K 0.36% 58
2016
Q4 		$831K Buy
6,824
+675
+11% +$79.1K 0.4% 56
2016
Q3 		$709K Buy
6,149
+2,322
+61% +$275K 0.35% 75
2016
Q2 		$461K Sell
3,827
-670
-15% -$83.9K 0.24% 104
2016
Q1 		$565K Buy
4,497
+374
+9% +$44.7K 0.35% 79
2015
Q4 		$487K Sell
4,123
-74
-2% -$8.27K 0.32% 90
2015
Q3 		$414K Sell
4,197
-178
-4% -$17.3K 0.29% 91
2015
Q2 		$416K Buy
4,375
+1,983
+83% +$192K 0.29% 83
2015
Q1 		$233K Buy
2,392
+27
+1% +$2.56K 0.2% 131
2014
Q4 		$222K Buy
2,365
+229
+11% +$21.4K 0.23% 118
2014
Q3 		$203K Buy
+2,136
New +$204K 0.3% 89

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

Kovack Advisors's MCD Position: Q2 2026 in Review

Kovack Advisors reduced its McDonald's (MCD) stake by 3.2% in Q2 2026, selling an estimated $86.9K and leaving 9,292 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #167.

Kovack Advisors first reported a position in MCD in Q3 2014 and has held it in 48 quarters since. The position peaked at $3.05M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Kovack Advisors held 9,292 shares of McDonald's worth $2.51M as of Q2 2026.
  • Kovack Advisors sold 303 McDonald's shares in Q2 2026, an estimated $86.9K.
  • McDonald's made up 0.12% of Kovack Advisors's portfolio in Q2 2026, its #167 holding.
  • Kovack Advisors first reported a position in McDonald's in Q3 2014 and has held it in 48 quarters since.
  • Kovack Advisors's McDonald's position peaked at $3.05M in Q4 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.