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MBA Advisors’s McDonald's MCD Stock Holding History

MBA 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 		$1M Buy
3,716
+78
+2% +$22.4K 0.34% 59
2026
Q1 		$1.13M Buy
3,638
+13
+0.4% +$4.14K 0.43% 49
2025
Q4 		$1.11M Buy
3,625
+21
+0.6% +$6.43K 0.45% 51
2025
Q3 		$1.1M Buy
3,604
+13
+0.4% +$3.96K 0.47% 50
2025
Q2 		$1.05M Sell
3,591
-12
-0.3% -$3.7K 0.48% 47
2025
Q1 		$1.13M Buy
3,603
+6
+0.2% +$1.79K 0.56% 43
2024
Q4 		$1.04M Sell
3,597
-14
-0.4% -$4.17K 0.52% 46
2024
Q3 		$1.1M Sell
3,611
-45
-1% -$12.4K 0.53% 47
2024
Q2 		$932K Sell
3,656
-56
-2% -$14.9K 0.48% 52
2024
Q1 		$1.05M Sell
3,712
-78
-2% -$22.7K 0.54% 46
2023
Q4 		$1.12M Buy
3,790
+22
+0.6% +$5.99K 0.63% 39
2023
Q3 		$993K Buy
3,768
+1
+0% +$285 0.61% 41
2023
Q2 		$1.12M Sell
3,767
-167
-4% -$48.5K 0.67% 38
2023
Q1 		$1.1M Buy
3,934
+17
+0.4% +$4.55K 0.68% 40
2022
Q4 		$1.03M Sell
3,917
-3
-0.1% -$791 0.68% 41
2022
Q3 		$905K Buy
3,920
+101
+3% +$25.8K 0.65% 42
2022
Q2 		$943K Sell
3,819
-13
-0.3% -$3.2K 0.65% 41
2022
Q1 		$948K Sell
3,832
-19
-0.5% -$4.73K 0.59% 49
2021
Q4 		$1.03M Buy
3,851
+605
+19% +$153K 0.64% 46
2021
Q3 		$783K Sell
3,246
-3
-0.1% -$716 0.58% 46
2021
Q2 		$750K Buy
3,249
+22
+0.7% +$5.12K 0.35% 50
2021
Q1 		$723K Buy
+3,227
New +$690K 0.4% 51

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

MBA Advisors's MCD Position: Q2 2026 in Review

MBA Advisors increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,716 shares worth $1M. The position accounts for 0.34% of the portfolio, ranked #59.

MBA Advisors first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.13M in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MBA Advisors held 3,716 shares of McDonald's worth $1M as of Q2 2026.
  • MBA Advisors bought 78 McDonald's shares in Q2 2026, an estimated $22.4K.
  • McDonald's made up 0.34% of MBA Advisors's portfolio in Q2 2026, its #59 holding.
  • MBA Advisors first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
  • MBA Advisors's McDonald's position peaked at $1.13M in Q1 2026.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.