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New Age Alpha Advisors’s McDonald's MCD Stock Holding History

New Age Alpha 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 		$32.2K Buy
+119
New +$34.1K ﹤0.01% 897
2025
Q4 		– Sell
-101
Closed -$30.7K – 847
2025
Q3 		$30.7K Hold
101
– – ﹤0.01% 768
2025
Q2 		$29.5K Sell
101
-3,428
-97% -$1.06M ﹤0.01% 788
2025
Q1 		$1.1M Sell
3,529
-629
-15% -$188K 0.05% 417
2024
Q4 		$1.21M Buy
4,158
+4,094
+6,397% +$1.22M 0.05% 413
2024
Q3 		$19.5K Buy
+64
New +$17.6K 0.01% 82

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

New Age Alpha Advisors's MCD Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in McDonald's (MCD) in Q2 2026: 119 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in MCD as recently as Q3 2025.

New Age Alpha Advisors first reported a position in MCD in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • New Age Alpha Advisors held 119 shares of McDonald's worth $32.2K as of Q2 2026.
  • McDonald's was a new New Age Alpha Advisors position in Q2 2026.
  • McDonald's made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #897 holding.
  • New Age Alpha Advisors first reported a position in McDonald's in Q3 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's McDonald's position peaked at $1.21M in Q4 2024.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.