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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 $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

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

Regal Investment Advisors reduced its McDonald's (MCD) stake by 3.3% in Q2 2026, selling an estimated $196K and leaving 20,090 shares worth $5.43M. The position accounts for 0.28% of the portfolio, ranked #87.

Regal Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 50 quarters since. The position peaked at $9.28M in Q3 2024. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Regal Investment Advisors held 20,090 shares of McDonald's worth $5.43M as of Q2 2026.
  • Regal Investment Advisors sold 683 McDonald's shares in Q2 2026, an estimated $196K.
  • McDonald's made up 0.28% of Regal Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Regal Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 50 quarters since.
  • Regal Investment Advisors's McDonald's position peaked at $9.28M in Q3 2024.
  • 3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.