Mount Yale Investment Advisors’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
Q1 | $9.23M | Buy |
29,714
+9,617
| +48% | +$3.06M | 0.21% | 104 |
|
|
2025
Q4 | $6.14M | Sell |
20,097
-3,003
| -13% | -$920K | 0.3% | 73 |
|
|
2025
Q3 | $7.02M | Buy |
23,100
+17,802
| +336% | +$5.42M | 0.49% | 43 |
|
|
2025
Q2 | $1.55M | Sell |
5,298
-378
| -7% | -$117K | 0.12% | 149 |
|
|
2025
Q1 | $1.77M | Sell |
5,676
-17
| -0.3% | -$5.08K | 0.15% | 128 |
|
|
2024
Q4 | $1.65M | Buy |
5,693
+405
| +8% | +$121K | 0.13% | 138 |
|
|
2024
Q3 | $1.61M | Buy |
5,288
+1,818
| +52% | +$501K | 0.15% | 142 |
|
|
2024
Q2 | $884K | Buy |
3,470
+395
| +13% | +$105K | 0.07% | 234 |
|
|
2024
Q1 | $867K | Buy |
3,075
+931
| +43% | +$271K | 0.07% | 247 |
|
|
2023
Q4 | $636K | Buy |
2,144
+257
| +14% | +$69.9K | 0.06% | 276 |
|
|
2023
Q3 | $497K | Sell |
1,887
-84
| -4% | -$24K | 0.05% | 309 |
|
|
2023
Q2 | $588K | Sell |
1,971
-106
| -5% | -$30.8K | 0.06% | 282 |
|
|
2023
Q1 | $581K | Sell |
2,077
-145
| -7% | -$38.8K | 0.07% | 275 |
|
|
2022
Q4 | $586K | Sell |
2,222
-72
| -3% | -$19K | 0.07% | 260 |
|
|
2022
Q3 | $529K | Sell |
2,294
-569
| -20% | -$145K | 0.07% | 260 |
|
|
2022
Q2 | $707K | Buy |
2,863
+69
| +2% | +$17K | 0.09% | 230 |
|
|
2022
Q1 | $691K | Buy |
2,794
+93
| +3% | +$23.2K | 0.08% | 255 |
|
|
2021
Q4 | $724K | Buy |
2,701
+93
| +4% | +$23.5K | 0.08% | 247 |
|
|
2021
Q3 | $629K | Buy |
2,608
+147
| +6% | +$35.1K | 0.07% | 240 |
|
|
2021
Q2 | $569K | Sell |
2,461
-1
| -0% | -$233 | 0.07% | 254 |
|
|
2021
Q1 | $552K | Buy |
+2,462
| New | +$527K | 0.07% | 251 |
|
|
2020
Q3 | – | Sell |
-2,678
| Closed | -$494K | – | 362 |
|
|
2020
Q2 | $494K | Sell |
2,678
-14
| -0.5% | -$2.57K | 0.09% | 228 |
|
|
2020
Q1 | $445K | Buy |
2,692
+637
| +31% | +$126K | 0.1% | 191 |
|
|
2019
Q4 | $440K | Sell |
2,055
-105
| -5% | -$20.8K | 0.08% | 230 |
|
|
2019
Q3 | $418K | Buy |
2,160
+351
| +19% | +$75.3K | 0.07% | 220 |
|
|
2019
Q2 | $392K | Buy |
1,809
+192
| +12% | +$38K | 0.07% | 233 |
|
|
2019
Q1 | $307K | Sell |
1,617
-140
| -8% | -$25.4K | 0.06% | 250 |
|
|
2018
Q4 | $306K | Sell |
1,757
-231
| -12% | -$41K | 0.06% | 249 |
|
|
2018
Q3 | $366K | Sell |
1,988
-132
| -6% | -$21.2K | 0.06% | 226 |
|
|
2018
Q2 | $332K | Sell |
2,120
-1
| -0% | -$162 | 0.06% | 240 |
|
|
2018
Q1 | $332K | Buy |
+2,121
| New | +$349K | 0.07% | 234 |
|
Other funds holding MCD
VCM
VPM
DAM
Mount Yale Investment Advisors's MCD Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its McDonald's (MCD) stake by 48% in Q1 2026, buying an estimated $3.06M and bringing the position to 29,714 shares worth $9.23M. The position accounts for 0.21% of the portfolio, ranked #104.
Mount Yale Investment Advisors first reported a position in MCD in Q1 2018 and has held it in 31 quarters since. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Mount Yale Investment Advisors held 29,714 shares of McDonald's worth $9.23M as of Q1 2026.
- Mount Yale Investment Advisors bought 9,617 McDonald's shares in Q1 2026, an estimated $3.06M.
- McDonald's made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #104 holding.
- Mount Yale Investment Advisors first reported a position in McDonald's in Q1 2018 and has held it in 31 quarters since.
- 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.