OneDigital 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
Q2 | $19.1M | Buy |
70,636
+6,110
| +9% | +$1.75M | 0.16% | 120 |
|
|
2026
Q1 | $20.1M | Buy |
64,526
+6,162
| +11% | +$1.96M | 0.2% | 106 |
|
|
2025
Q4 | $17.8M | Sell |
58,364
-225
| -0.4% | -$68.9K | 0.17% | 117 |
|
|
2025
Q3 | $17.8M | Buy |
58,589
+7,973
| +16% | +$2.43M | 0.18% | 116 |
|
|
2025
Q2 | $14.8M | Buy |
50,616
+1,236
| +3% | +$381K | 0.16% | 120 |
|
|
2025
Q1 | $15.4M | Buy |
49,380
+2,487
| +5% | +$744K | 0.18% | 112 |
|
|
2024
Q4 | $13.6M | Sell |
46,893
-922
| -2% | -$275K | 0.16% | 122 |
|
|
2024
Q3 | $14.6M | Sell |
47,815
-1,041
| -2% | -$287K | 0.17% | 112 |
|
|
2024
Q2 | $12.5M | Sell |
48,856
-3,634
| -7% | -$964K | 0.16% | 118 |
|
|
2024
Q1 | $14.8M | Buy |
52,490
+19,868
| +61% | +$5.78M | 0.23% | 92 |
|
|
2023
Q4 | $9.67M | Buy |
32,622
+2,808
| +9% | +$764K | 0.17% | 123 |
|
|
2023
Q3 | $7.85M | Buy |
29,814
+2,755
| +10% | +$786K | 0.17% | 113 |
|
|
2023
Q2 | $8.07M | Sell |
27,059
-748
| -3% | -$217K | 0.18% | 108 |
|
|
2023
Q1 | $7.78M | Buy |
27,807
+1,892
| +7% | +$507K | 0.18% | 103 |
|
|
2022
Q4 | $6.83M | Buy |
25,915
+2,318
| +10% | +$612K | 0.2% | 103 |
|
|
2022
Q3 | $5.45M | Buy |
23,597
+8,386
| +55% | +$2.14M | 0.2% | 79 |
|
|
2022
Q2 | $3.75M | Buy |
15,211
+981
| +7% | +$242K | 0.16% | 90 |
|
|
2022
Q1 | $3.52M | Buy |
14,230
+1,160
| +9% | +$289K | 0.13% | 103 |
|
|
2021
Q4 | $3.5M | Sell |
13,070
-836
| -6% | -$211K | 0.12% | 113 |
|
|
2021
Q3 | $3.35M | Buy |
13,906
+864
| +7% | +$206K | 0.13% | 103 |
|
|
2021
Q2 | $3.01M | Buy |
13,042
+934
| +8% | +$217K | 0.12% | 110 |
|
|
2021
Q1 | $2.71M | Buy |
12,108
+3,680
| +44% | +$787K | 0.13% | 113 |
|
|
2020
Q4 | $1.81M | Buy |
8,428
+3
| +0% | +$652 | 0.09% | 150 |
|
|
2020
Q3 | $1.85M | Sell |
8,425
-561
| -6% | -$115K | 0.13% | 129 |
|
|
2020
Q2 | $1.66M | Buy |
8,986
+38
| +0.4% | +$6.97K | 0.12% | 155 |
|
|
2020
Q1 | $1.48M | Sell |
8,948
-8,039
| -47% | -$1.58M | 0.13% | 146 |
|
|
2019
Q4 | $3.36M | Sell |
16,987
-624
| -4% | -$124K | 0.26% | 81 |
|
|
2019
Q3 | $3.78M | Buy |
17,611
+6,961
| +65% | +$1.49M | 0.34% | 70 |
|
|
2019
Q2 | $2.21M | Buy |
10,650
+6,217
| +140% | +$1.23M | 0.17% | 86 |
|
|
2019
Q1 | $844K | Buy |
4,433
+1,389
| +46% | +$252K | 0.12% | 123 |
|
|
2018
Q4 | $541K | Sell |
3,044
-423
| -12% | -$75K | 0.09% | 150 |
|
|
2018
Q3 | $580K | Sell |
3,467
-193
| -5% | -$30.9K | 0.14% | 94 |
|
|
2018
Q2 | $574K | Sell |
3,660
-1,344
| -27% | -$218K | 0.12% | 112 |
|
|
2018
Q1 | $627K | Buy |
5,004
+893
| +22% | +$147K | 0.14% | 107 |
|
|
2017
Q4 | $707K | Buy |
4,111
+2,080
| +102% | +$349K | 0.08% | 102 |
|
|
2017
Q3 | $318K | Sell |
2,031
-1,134
| -36% | -$178K | 0.12% | 108 |
|
|
2017
Q2 | $485K | Buy |
+3,165
| New | +$457K | 0.14% | 111 |
|
Other funds holding MCD
OneDigital Investment Advisors's MCD Position: Q2 2026 in Review
OneDigital Investment Advisors increased its McDonald's (MCD) stake by 9.5% in Q2 2026, buying an estimated $1.75M and bringing the position to 70,636 shares worth $19.1M. The position accounts for 0.16% of the portfolio, ranked #120.
OneDigital Investment Advisors first reported a position in MCD in Q2 2017 and has held it in 37 quarters since. The position peaked at $20.1M in Q1 2026. 2,295 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- OneDigital Investment Advisors held 70,636 shares of McDonald's worth $19.1M as of Q2 2026.
- OneDigital Investment Advisors bought 6,110 McDonald's shares in Q2 2026, an estimated $1.75M.
- McDonald's made up 0.16% of OneDigital Investment Advisors's portfolio in Q2 2026, its #120 holding.
- OneDigital Investment Advisors first reported a position in McDonald's in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's McDonald's position peaked at $20.1M in Q1 2026.
- 2,295 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.