Level Four Advisory Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.69M | Buy |
32,146
+239
| +0.7% | +$68.5K | 0.25% | 100 |
|
|
2026
Q1 | $9.92M | Buy |
31,907
+1,902
| +6% | +$606K | 0.33% | 64 |
|
|
2025
Q4 | $9.17M | Buy |
30,005
+2,013
| +7% | +$617K | 0.3% | 75 |
|
|
2025
Q3 | $8.51M | Buy |
27,992
+727
| +3% | +$221K | 0.29% | 79 |
|
|
2025
Q2 | $7.97M | Sell |
27,265
-1,288
| -5% | -$397K | 0.29% | 78 |
|
|
2025
Q1 | $8.92M | Buy |
28,553
+1,176
| +4% | +$352K | 0.37% | 56 |
|
|
2024
Q4 | $7.94M | Buy |
27,377
+813
| +3% | +$242K | 0.32% | 70 |
|
|
2024
Q3 | $7.76M | Buy |
26,564
+690
| +3% | +$190K | 0.33% | 66 |
|
|
2024
Q2 | $6.59M | Buy |
25,874
+2,246
| +10% | +$596K | 0.3% | 81 |
|
|
2024
Q1 | $7.01M | Buy |
23,628
+542
| +2% | +$158K | 0.38% | 53 |
|
|
2023
Q4 | $6.85M | Buy |
23,086
+4,678
| +25% | +$1.27M | 0.38% | 52 |
|
|
2023
Q3 | $4.85M | Sell |
18,408
-257
| -1% | -$73.3K | 0.31% | 76 |
|
|
2023
Q2 | $5.57M | Buy |
18,665
+1,730
| +10% | +$503K | 0.33% | 63 |
|
|
2023
Q1 | $4.74M | Sell |
16,935
-1,353
| -7% | -$362K | 0.31% | 67 |
|
|
2022
Q4 | $4.82M | Buy |
18,288
+2,780
| +18% | +$733K | 0.36% | 66 |
|
|
2022
Q3 | $3.58M | Sell |
15,508
-2,117
| -12% | -$541K | 0.35% | 74 |
|
|
2022
Q2 | $4.35M | Sell |
17,625
-639
| -3% | -$157K | 0.41% | 64 |
|
|
2022
Q1 | $4.52M | Buy |
18,264
+2,118
| +13% | +$528K | 0.35% | 76 |
|
|
2021
Q4 | $4.33M | Buy |
16,146
+1,422
| +10% | +$359K | 0.33% | 75 |
|
|
2021
Q3 | $3.55M | Sell |
14,724
-3,915
| -21% | -$934K | 0.37% | 77 |
|
|
2021
Q2 | $4.3M | Buy |
18,639
+2,052
| +12% | +$478K | 0.3% | 77 |
|
|
2021
Q1 | $3.72M | Sell |
16,587
-1,621
| -9% | -$347K | 0.29% | 87 |
|
|
2020
Q4 | $3.91M | Sell |
18,208
-300
| -2% | -$65.2K | 0.31% | 79 |
|
|
2020
Q3 | $4.06M | Sell |
18,508
-439
| -2% | -$90.1K | 0.31% | 76 |
|
|
2020
Q2 | $3.49M | Buy |
18,947
+3,450
| +22% | +$633K | 0.27% | 91 |
|
|
2020
Q1 | $2.55M | Buy |
15,497
+1,975
| +15% | +$389K | 0.31% | 75 |
|
|
2019
Q4 | $2.68M | Buy |
13,522
+1,908
| +16% | +$378K | 0.11% | 191 |
|
|
2019
Q3 | $2.49M | Sell |
11,614
-3,271
| -22% | -$701K | 0.26% | 86 |
|
|
2019
Q2 | $3.09M | Buy |
14,885
+34
| +0.2% | +$6.74K | 0.31% | 71 |
|
|
2019
Q1 | $2.82M | Sell |
14,851
-1,070
| -7% | -$194K | 0.31% | 75 |
|
|
2018
Q4 | $2.83M | Sell |
15,921
-1,040
| -6% | -$184K | 0.35% | 71 |
|
|
2018
Q3 | $2.84M | Buy |
16,961
+708
| +4% | +$113K | 0.31% | 80 |
|
|
2018
Q2 | $2.55M | Buy |
16,253
+3,607
| +29% | +$585K | 0.19% | 120 |
|
|
2018
Q1 | $1.98M | Buy |
12,646
+2,345
| +23% | +$386K | 0.15% | 132 |
|
|
2017
Q4 | $1.77M | Sell |
10,301
-127
| -1% | -$21.3K | 0.14% | 138 |
|
|
2017
Q3 | $1.63M | Buy |
10,428
+354
| +4% | +$55.5K | 0.14% | 138 |
|
|
2017
Q2 | $1.31M | Sell |
10,074
-305
| -3% | -$44.1K | 0.2% | 120 |
|
|
2017
Q1 | $1.35M | Buy |
10,379
+1,278
| +14% | +$160K | 0.14% | 157 |
|
|
2016
Q4 | $1.11M | Buy |
+9,101
| New | +$1.07M | 0.14% | 160 |
|
Other funds holding MCD
Level Four Advisory Services's MCD Position: Q2 2026 in Review
Level Four Advisory Services increased its McDonald's (MCD) stake by 0.75% in Q2 2026, buying an estimated $68.5K and bringing the position to 32,146 shares worth $8.69M. The position accounts for 0.25% of the portfolio, ranked #100.
Level Four Advisory Services first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $9.92M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Level Four Advisory Services held 32,146 shares of McDonald's worth $8.69M as of Q2 2026.
- Level Four Advisory Services bought 239 McDonald's shares in Q2 2026, an estimated $68.5K.
- McDonald's made up 0.25% of Level Four Advisory Services's portfolio in Q2 2026, its #100 holding.
- Level Four Advisory Services first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
- Level Four Advisory Services's McDonald's position peaked at $9.92M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.