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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
2021
Q4 		– Sell
-1
Closed -$4K – 748
2021
Q3 		$4K Hold
1
– – ﹤0.01% 684
2021
Q2 		$3K Hold
1
– – ﹤0.01% 682
2021
Q1 		$3K Hold
1
– – ﹤0.01% 617
2020
Q4 		$3K Hold
1
– – ﹤0.01% 597
2020
Q3 		$4K Sell
1
-7,778
-100% -$1.6M ﹤0.01% 505
2020
Q2 		$1.44M Buy
7,779
+7,778
+777,800% +$1.43M 0.28% 91
2020
Q1 		$1K Buy
+1
New +$197 ﹤0.01% 467

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 1,513 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.
  • 1,513 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.