Realta 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 | – | Sell |
-754
| Closed | -$234K | – | 399 |
|
|
2026
Q1 | $234K | Sell |
754
-556
| -42% | -$177K | 0.08% | 185 |
|
|
2025
Q4 | $401K | Buy |
1,310
+166
| +15% | +$50.8K | 0.13% | 142 |
|
|
2025
Q3 | $348K | Buy |
1,144
+100
| +10% | +$30.4K | 0.12% | 147 |
|
|
2025
Q2 | $305K | Buy |
1,044
+181
| +21% | +$55.8K | 0.12% | 141 |
|
|
2025
Q1 | $270K | Sell |
863
-106
| -11% | -$31.7K | 0.12% | 147 |
|
|
2024
Q4 | $286K | Sell |
969
-1,027
| -51% | -$306K | 0.12% | 151 |
|
|
2024
Q3 | $618K | Sell |
1,996
-7,537
| -79% | -$2.08M | 0.28% | 85 |
|
|
2024
Q2 | $2.43M | Sell |
9,533
-931
| -9% | -$247K | 0.48% | 41 |
|
|
2024
Q1 | $2.95M | Buy |
10,464
+1,256
| +14% | +$365K | 0.61% | 23 |
|
|
2023
Q4 | $2.73M | Sell |
9,208
-1,703
| -16% | -$464K | 0.62% | 23 |
|
|
2023
Q3 | $3.26M | Sell |
10,911
-45
| -0.4% | -$12.8K | 0.75% | 17 |
|
|
2023
Q2 | $3.27M | Sell |
10,956
-121
| -1% | -$35.2K | 0.71% | 17 |
|
|
2023
Q1 | $3.1M | Sell |
11,077
-194
| -2% | -$52K | 0.75% | 17 |
|
|
2022
Q4 | $2.97M | Sell |
11,271
-371
| -3% | -$97.9K | 0.72% | 19 |
|
|
2022
Q3 | $2.69M | Sell |
11,642
-289
| -2% | -$73.9K | 0.7% | 20 |
|
|
2022
Q2 | $3.02M | Sell |
11,931
-119
| -1% | -$29.3K | 0.74% | 22 |
|
|
2022
Q1 | $2.98M | Sell |
12,050
-214
| -2% | -$53.3K | 0.59% | 25 |
|
|
2021
Q4 | $3.29M | Buy |
12,264
+110
| +0.9% | +$27.8K | 0.72% | 25 |
|
|
2021
Q3 | $2.93M | Buy |
12,154
+132
| +1% | +$31.5K | 0.69% | 25 |
|
|
2021
Q2 | $2.78M | Buy |
12,022
+367
| +3% | +$85.4K | 0.66% | 27 |
|
|
2021
Q1 | $2.61M | Buy |
11,655
+2,696
| +30% | +$577K | 0.69% | 26 |
|
|
2020
Q4 | $1.92M | Buy |
8,959
+11
| +0.1% | +$2.39K | 0.54% | 36 |
|
|
2020
Q3 | $1.96M | Sell |
8,948
-3,567
| -29% | -$732K | 0.66% | 28 |
|
|
2020
Q2 | $2.31M | Buy |
12,515
+119
| +1% | +$21.8K | 0.76% | 20 |
|
|
2020
Q1 | $2.05M | Buy |
12,396
+2,513
| +25% | +$495K | 0.88% | 19 |
|
|
2019
Q4 | $1.92M | Buy |
9,883
+479
| +5% | +$95K | 0.53% | 27 |
|
|
2019
Q3 | $2.01M | Buy |
9,404
+53
| +0.6% | +$11.4K | 0.55% | 27 |
|
|
2019
Q2 | $1.94M | Buy |
9,351
+682
| +8% | +$135K | 0.54% | 27 |
|
|
2019
Q1 | $1.64M | Buy |
+8,669
| New | +$1.57M | 0.75% | 15 |
|
Other funds holding MCD
Realta Investment Advisors's MCD Position: Q2 2026 in Review
Realta Investment Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 754 shares — an estimated $234K sold.
Realta Investment Advisors first reported a position in MCD in Q1 2019 and held it in 29 quarters. The position peaked at $3.29M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Realta Investment Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
- Realta Investment Advisors sold 754 McDonald's shares in Q2 2026, an estimated $234K.
- Realta Investment Advisors first reported a position in McDonald's in Q1 2019 and held it in 29 quarters.
- Realta Investment Advisors's McDonald's position peaked at $3.29M in Q4 2021.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.