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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
2019
Q2 		– Sell
-300
Closed -$57K – 349
2019
Q1 		$57K Buy
+300
New +$54.4K 0.01% 315

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.