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Operose Advisors’s McDonald's MCD Stock Holding History

Operose 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 		$1.59M Sell
5,890
-126
-2% -$36.1K 0.31% 43
2026
Q1 		$1.87M Buy
6,016
+137
+2% +$43.6K 0.43% 33
2025
Q4 		$1.8M Buy
5,879
+2
+0% +$613 0.42% 35
2025
Q3 		$1.79M Buy
5,877
+2
+0% +$609 0.45% 33
2025
Q2 		$1.72M Buy
5,875
+1,017
+21% +$314K 0.48% 33
2025
Q1 		$1.52M Buy
4,858
+4
+0.1% +$1.2K 0.5% 31
2024
Q4 		$1.41M Sell
4,854
-393
-7% -$117K 0.48% 32
2024
Q3 		$1.6M Buy
5,247
+111
+2% +$30.6K 0.52% 26
2024
Q2 		$1.31M Sell
5,136
-10
-0.2% -$2.65K 0.46% 28
2024
Q1 		$1.45M Buy
5,146
+4
+0.1% +$1.16K 0.49% 25
2023
Q4 		$1.52M Sell
5,142
-372
-7% -$101K 0.61% 20
2023
Q3 		$1.45M Buy
5,514
+666
+14% +$190K 0.58% 20
2023
Q2 		$1.45M Buy
4,848
+3
+0.1% +$872 0.66% 20
2023
Q1 		$1.35M Sell
4,845
-67
-1% -$17.9K 0.67% 19
2022
Q4 		$1.29M Buy
4,912
+3
+0.1% +$791 0.69% 18
2022
Q3 		$1.13M Buy
4,909
+3,963
+419% +$1.01M 0.74% 18
2022
Q2 		$234K Buy
946
+3
+0.3% +$739 0.16% 49
2022
Q1 		$233K Buy
943
+3
+0.3% +$747 0.16% 60
2021
Q4 		$252K Buy
+940
New +$237K 0.21% 49

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

Operose Advisors's MCD Position: Q2 2026 in Review

Operose Advisors reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $36.1K and leaving 5,890 shares worth $1.59M. The position accounts for 0.31% of the portfolio, ranked #43.

Operose Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Operose Advisors held 5,890 shares of McDonald's worth $1.59M as of Q2 2026.
  • Operose Advisors sold 126 McDonald's shares in Q2 2026, an estimated $36.1K.
  • McDonald's made up 0.31% of Operose Advisors's portfolio in Q2 2026, its #43 holding.
  • Operose Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's McDonald's position peaked at $1.87M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.