N.E.W. Advisory Services’s McDonald's MCD Stock Holding History

N.E.W. Advisory Services’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	$1.63M	Sell	6,023 -60	-1%	-$17.2K	0.11%	78
2026 Q1	$1.89M	Buy	6,083 +959	+19%	+$306K	0.14%	72
2025 Q4	$1.57M	Buy	5,124 +86	+2%	+$26.3K	0.12%	76
2025 Q3	$1.53M	Sell	5,038 -253	-5%	-$77K	0.14%	58
2025 Q2	$1.55M	Sell	5,291 -175	-3%	-$54K	0.15%	56
2025 Q1	$1.71M	Buy	5,466 +652	+14%	+$195K	0.13%	68
2024 Q4	$1.4M	Buy	4,814 +5	+0.1%	+$1.49K	0.13%	68
2024 Q3	$1.46M	Sell	4,809 -241	-5%	-$66.4K	0.14%	63
2024 Q2	$1.29M	Sell	5,050 -426	-8%	-$113K	0.14%	64
2024 Q1	$1.54M	Buy	5,476 +8	+0.1%	+$2.33K	0.17%	62
2023 Q4	$1.62M	Sell	5,468 -7	-0.1%	-$1.91K	0.2%	57
2023 Q3	$1.44M	Sell	5,475 -64	-1%	-$18.3K	0.21%	56
2023 Q2	$1.65M	Sell	5,539 -232	-4%	-$67.4K	0.23%	44
2023 Q1	$1.61M	Buy	5,771 +61	+1%	+$16.3K	0.23%	43
2022 Q4	$1.5M	Sell	5,710 -333	-6%	-$87.9K	0.24%	43
2022 Q3	$1.39M	Buy	6,043 +23	+0.4%	+$5.88K	0.25%	40
2022 Q2	$1.49M	Sell	6,020 -261	-4%	-$64.3K	0.26%	41
2022 Q1	$1.41M	Buy	6,281 +82	+1%	+$20.4K	0.27%	43
2021 Q4	$1.66M	Hold	6,199	–	–	0.25%	39
2021 Q3	$1.5M	Sell	6,199 -35	-0.6%	-$8.35K	0.24%	42
2021 Q2	$1.44M	Sell	6,234 -34	-0.5%	-$7.91K	0.24%	43
2021 Q1	$1.42M	Sell	6,268 -954	-13%	-$204K	0.27%	44
2020 Q4	$1.55M	Buy	+7,222	New	+$1.57M	0.33%	43

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's MCD Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its McDonald's (MCD) stake by 0.99% in Q2 2026, selling an estimated $17.2K and leaving 6,023 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #78.

N.E.W. Advisory Services first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.89M in Q1 2026. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

N.E.W. Advisory Services held 6,023 shares of McDonald's worth $1.63M as of Q2 2026.
N.E.W. Advisory Services sold 60 McDonald's shares in Q2 2026, an estimated $17.2K.
McDonald's made up 0.11% of N.E.W. Advisory Services's portfolio in Q2 2026, its #78 holding.
N.E.W. Advisory Services first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's McDonald's position peaked at $1.89M in Q1 2026.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.