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

Regal 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
Q1 		$6.46M Sell
20,773
-15
-0.1% -$4.78K 0.37% 69
2025
Q4 		$6.35M Buy
20,788
+448
+2% +$137K 0.38% 72
2025
Q3 		$6.18M Buy
20,340
+215
+1% +$65.4K 0.4% 64
2025
Q2 		$5.88M Sell
20,125
-1,455
-7% -$449K 0.44% 60
2025
Q1 		$6.74M Sell
21,580
-8,730
-29% -$2.61M 0.55% 46
2024
Q4 		$8.79M Sell
30,310
-152
-0.5% -$45.3K 0.66% 36
2024
Q3 		$9.28M Buy
30,462
+283
+0.9% +$78K 0.65% 31
2024
Q2 		$7.69M Buy
30,179
+891
+3% +$236K 0.5% 50
2024
Q1 		$8.26M Sell
29,288
-1,412
-5% -$411K 0.56% 41
2023
Q4 		$9.1M Buy
30,700
+1,056
+4% +$287K 0.69% 32
2023
Q3 		$7.81M Buy
29,644
+1,816
+7% +$518K 0.66% 35
2023
Q2 		$8.3M Sell
27,828
-233
-0.8% -$67.7K 0.7% 32
2023
Q1 		$7.85M Buy
28,061
+1,079
+4% +$289K 0.69% 32
2022
Q4 		$7.11M Buy
26,982
+1,240
+5% +$327K 0.69% 35
2022
Q3 		$5.94M Buy
25,742
+2,146
+9% +$549K 0.63% 41
2022
Q2 		$5.83M Buy
23,596
+1,541
+7% +$380K 0.61% 41
2022
Q1 		$5.45M Buy
22,055
+306
+1% +$76.2K 0.5% 52
2021
Q4 		$5.83M Buy
21,749
+671
+3% +$169K 0.52% 46
2021
Q3 		$5.08M Buy
21,078
+2,417
+13% +$577K 0.49% 52
2021
Q2 		$4.31M Buy
+18,661
New +$4.34M 0.43% 59
2021
Q1 		– Sell
-20,876
Closed -$4.48M – 268
2020
Q4 		$4.48M Buy
+20,876
New +$4.54M 0.51% 50
2020
Q3 		– Sell
-20,290
Closed -$3.74M – 159
2020
Q2 		$3.74M Buy
+20,290
New +$3.72M 0.69% 37
2020
Q1 		– Sell
-20,157
Closed -$3.98M – 195
2019
Q4 		$3.98M Sell
20,157
-350
-2% -$69.4K 0.72% 32
2019
Q3 		$4.4M Sell
20,507
-3,156
-13% -$677K 0.86% 27
2019
Q2 		$4.91M Sell
23,663
-1,898
-7% -$376K 0.96% 27
2019
Q1 		$4.85M Sell
25,561
-2,014
-7% -$365K 0.99% 23
2018
Q4 		$4.9M Sell
27,575
-3,194
-10% -$566K 1.07% 22
2018
Q3 		$5.15M Buy
30,769
+6,224
+25% +$997K 1.08% 25
2018
Q2 		$3.85M Sell
24,545
-10,550
-30% -$1.71M 1.17% 18
2018
Q1 		$5.49M Sell
35,095
-42
-0.1% -$6.91K 1.21% 18
2017
Q4 		$6.05M Buy
35,137
+1,833
+6% +$308K 1.35% 12
2017
Q3 		$5.22M Buy
33,304
+1,197
+4% +$188K 1.22% 16
2017
Q2 		$4.92M Sell
32,107
-3,036
-9% -$439K 1.22% 17
2017
Q1 		$4.55M Buy
35,143
+905
+3% +$114K 1.19% 17
2016
Q4 		$4.17M Buy
34,238
+1,308
+4% +$153K 1.15% 16
2016
Q3 		$3.8M Buy
32,930
+2,889
+10% +$342K 1.08% 19
2016
Q2 		$3.62M Buy
30,041
+197
+0.7% +$24.7K 0.99% 23
2016
Q1 		$3.75M Sell
29,844
-2,490
-8% -$298K 1.02% 25
2015
Q4 		$3.82M Buy
32,334
+2,381
+8% +$266K 0.99% 22
2015
Q3 		$2.95M Buy
29,953
+3,657
+14% +$356K 0.77% 35
2015
Q2 		$2.5M Buy
26,296
+368
+1% +$35.6K 0.68% 58
2015
Q1 		$2.53M Buy
25,928
+4,621
+22% +$438K 0.62% 59
2014
Q4 		$2M Buy
21,307
+2,512
+13% +$235K 0.54% 69
2014
Q3 		$1.78M Buy
18,795
+1,836
+11% +$175K 0.54% 64
2014
Q2 		$1.71M Buy
16,959
+3,003
+22% +$303K 0.61% 62
2014
Q1 		$1.37M Buy
13,956
+2,198
+19% +$210K 0.58% 67
2013
Q4 		$1.14M Sell
11,758
-647
-5% -$62.2K 0.65% 66
2013
Q3 		$1.19M Buy
12,405
+312
+3% +$30.5K 0.7% 45
2013
Q2 		$1.2M Buy
+12,093
New +$1.21M 0.66% 38

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Regal Investment Advisors's MCD Position: Q1 2026 in Review

Regal Investment Advisors reduced its McDonald's (MCD) stake by 0.07% in Q1 2026, selling an estimated $4.78K and leaving 20,773 shares worth $6.46M. The position accounts for 0.37% of the portfolio, ranked #69.

Regal Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 49 quarters since. The position peaked at $9.28M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Regal Investment Advisors held 20,773 shares of McDonald's worth $6.46M as of Q1 2026.
  • Regal Investment Advisors sold 15 McDonald's shares in Q1 2026, an estimated $4.78K.
  • McDonald's made up 0.37% of Regal Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Regal Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's McDonald's position peaked at $9.28M in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.