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MKT Advisors’s McDonald's MCD Stock Holding History

MKT 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 		$991K Sell
3,510
-153
-4% -$43.9K 0.31% 46
2026
Q1 		$1.12M Sell
3,663
-218
-6% -$69.5K 0.37% 38
2025
Q4 		$1.16M Sell
3,881
-39
-1% -$11.9K 0.4% 37
2025
Q3 		$1.18M Sell
3,920
-5
-0.1% -$1.52K 0.44% 35
2025
Q2 		$1.17M Sell
3,925
-1
-0% -$308 0.46% 36
2025
Q1 		$1.18M Buy
3,926
+6
+0.2% +$1.79K 0.55% 27
2024
Q4 		$1.1M Buy
3,920
+1
+0% +$298 0.48% 33
2024
Q3 		$1.19M Sell
3,919
-45
-1% -$12.4K 0.56% 28
2024
Q2 		$974K Sell
3,964
-19
-0.5% -$5.04K 0.48% 32
2024
Q1 		$1.07M Sell
3,983
-5
-0.1% -$1.45K 0.59% 28
2023
Q4 		$1.15M Sell
3,988
-1
-0% -$272 0.76% 25
2023
Q3 		$1.03M Sell
3,989
-26
-0.6% -$7.42K 0.78% 20
2023
Q2 		$1.18M Hold
4,015
– – 0.83% 19
2023
Q1 		$1.13M Sell
4,015
-83
-2% -$22.2K 0.85% 17
2022
Q4 		$1.1M Sell
4,098
-132
-3% -$34.8K 0.83% 17
2022
Q3 		$976K Sell
4,230
-201
-5% -$51.4K 0.85% 18
2022
Q2 		$1.12M Sell
4,431
-56
-1% -$13.8K 0.88% 15
2022
Q1 		$1.11M Buy
4,487
+5
+0.1% +$1.25K 0.84% 18
2021
Q4 		$1.12M Buy
+4,482
New +$1.13M 0.88% 14

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MKT Advisors's MCD Position: Q2 2026 in Review

MKT Advisors reduced its McDonald's (MCD) stake by 4.2% in Q2 2026, selling an estimated $43.9K and leaving 3,510 shares worth $991K. The position accounts for 0.31% of the portfolio, ranked #46.

MKT Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2024. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • MKT Advisors held 3,510 shares of McDonald's worth $991K as of Q2 2026.
  • MKT Advisors sold 153 McDonald's shares in Q2 2026, an estimated $43.9K.
  • McDonald's made up 0.31% of MKT Advisors's portfolio in Q2 2026, its #46 holding.
  • MKT Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's McDonald's position peaked at $1.19M in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.