Powell Investment Advisors’s McDonald's MCD Stock Holding History

Powell Investment 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	$437K	Hold	1,615	–	–	0.14%	85
2026 Q1	$502K	Hold	1,615	–	–	0.17%	82
2025 Q4	$494K	Buy	1,615 +7	+0.4%	+$2.14K	0.17%	82
2025 Q3	$489K	Buy	1,608 +13	+0.8%	+$3.96K	0.17%	81
2025 Q2	$466K	Hold	1,595	–	–	0.17%	79
2025 Q1	$498K	Hold	1,595	–	–	0.24%	64
2024 Q4	$462K	Hold	1,595	–	–	0.21%	71
2024 Q3	$486K	Hold	1,595	–	–	0.23%	65
2024 Q2	$406K	Sell	1,595 -182	-10%	-$48.3K	0.21%	70
2024 Q1	$501K	Hold	1,777	–	–	0.26%	60
2023 Q4	$527K	Hold	1,777	–	–	0.29%	57
2023 Q3	$468K	Hold	1,777	–	–	0.28%	58
2023 Q2	$530K	Hold	1,777	–	–	0.31%	57
2023 Q1	$497K	Hold	1,777	–	–	0.28%	59
2022 Q4	$468K	Sell	1,777 -257	-13%	-$67.8K	0.27%	61
2022 Q3	$469K	Buy	2,034 +1	+0%	+$256	0.31%	55
2022 Q2	$502K	Hold	2,033	–	–	0.3%	53
2022 Q1	$503K	Hold	2,033	–	–	0.29%	53
2021 Q4	$545K	Buy	2,033 +1	+0%	+$252	0.31%	46
2021 Q3	$490K	Hold	2,032	–	–	0.3%	48
2021 Q2	$469K	Sell	2,032 -149	-7%	-$34.7K	0.29%	45
2021 Q1	$489K	Hold	2,181	–	–	0.32%	44
2020 Q4	$468K	Sell	2,181 -150	-6%	-$32.6K	0.36%	43
2020 Q3	$512K	Buy	2,331 +1	+0%	+$205	0.44%	35
2020 Q2	$430K	Hold	2,330	–	–	0.42%	43
2020 Q1	$385K	Buy	2,330 +1	+0%	+$197	0.47%	46
2019 Q4	$460K	Buy	+2,329	New	+$462K	0.48%	46

Other funds holding MCD

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Powell Investment Advisors's MCD Position: Q2 2026 in Review

Powell Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,615 shares worth $437K. The position accounts for 0.14% of the portfolio, ranked #85.

Powell Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $545K in Q4 2021. 1,590 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Powell Investment Advisors held 1,615 shares of McDonald's worth $437K as of Q2 2026.
Powell Investment Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.14% of Powell Investment Advisors's portfolio in Q2 2026, its #85 holding.
Powell Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Powell Investment Advisors's McDonald's position peaked at $545K in Q4 2021.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.