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Innovative Advisory Group, LLC’s McDonald's MCD Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-42
Closed -$12.8K – 142
2025
Q4 		$12.8K Hold
42
– – 0.01% 122
2025
Q3 		$12.8K Hold
42
– – 0.01% 125
2025
Q2 		$12.3K Buy
+42
New +$12.9K 0.01% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's MCD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of McDonald's (MCD) in Q1 2026, closing a stake of 42 shares — an estimated $12.8K sold.

Innovative Advisory Group, LLC first reported a position in MCD in Q2 2025 and held it in 3 quarters. The position peaked at $12.8K in Q4 2025. 3,604 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining McDonald's position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 42 McDonald's shares in Q1 2026, an estimated $12.8K.
  • Innovative Advisory Group, LLC first reported a position in McDonald's in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's McDonald's position peaked at $12.8K in Q4 2025.
  • 3,604 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.