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Powers Advisory Group’s McDonald's MCD Stock Holding History

Powers Advisory Group’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 		$1.72M Sell
6,352
-130
-2% -$37.3K 0.54% 34
2026
Q1 		$2.01M Buy
6,482
+22
+0.3% +$7.01K 0.71% 27
2025
Q4 		$1.97M Buy
6,460
+101
+2% +$30.9K 0.74% 27
2025
Q3 		$1.93M Sell
6,359
-114
-2% -$34.7K 0.77% 23
2025
Q2 		$1.89M Buy
6,473
+27
+0.4% +$8.32K 0.83% 22
2025
Q1 		$2.01M Buy
6,446
+122
+2% +$36.5K 0.96% 19
2024
Q4 		$1.83M Sell
6,324
-79
-1% -$23.6K 0.92% 20
2024
Q3 		$1.95M Buy
6,403
+27
+0.4% +$7.44K 0.97% 21
2024
Q2 		$1.62M Buy
6,376
+170
+3% +$45.1K 0.89% 22
2024
Q1 		$1.75M Sell
6,206
-266
-4% -$77.4K 1% 20
2023
Q4 		$1.92M Sell
6,472
-151
-2% -$41.1K 1.18% 19
2023
Q3 		$1.74M Buy
6,623
+21
+0.3% +$5.99K 1.19% 21
2023
Q2 		$1.97M Sell
6,602
-128
-2% -$37.2K 1.31% 19
2023
Q1 		$1.88M Sell
6,730
-5
-0.1% -$1.34K 1.32% 18
2022
Q4 		$1.77M Buy
6,735
+64
+1% +$16.9K 1.31% 18
2022
Q3 		$1.54M Hold
6,671
– – 1.23% 21
2022
Q2 		$1.65M Sell
6,671
-288
-4% -$70.9K 1.27% 18
2022
Q1 		$1.72M Buy
6,959
+88
+1% +$21.9K 1.2% 21
2021
Q4 		$1.84M Buy
+6,871
New +$1.73M 1.3% 19

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

Powers Advisory Group's MCD Position: Q2 2026 in Review

Powers Advisory Group reduced its McDonald's (MCD) stake by 2% in Q2 2026, selling an estimated $37.3K and leaving 6,352 shares worth $1.72M. The position accounts for 0.54% of the portfolio, ranked #34.

Powers Advisory Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Powers Advisory Group held 6,352 shares of McDonald's worth $1.72M as of Q2 2026.
  • Powers Advisory Group sold 130 McDonald's shares in Q2 2026, an estimated $37.3K.
  • McDonald's made up 0.54% of Powers Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Powers Advisory Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's McDonald's position peaked at $2.01M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.