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RFG Advisory’s McDonald's MCD Stock Holding History

RFG Advisory’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 		$3.48M Buy
12,872
+1,699
+15% +$487K 0.05% 244
2026
Q1 		$3.47M Sell
11,173
-557
-5% -$177K 0.06% 224
2025
Q4 		$3.59M Buy
11,730
+159
+1% +$48.7K 0.07% 215
2025
Q3 		$3.52M Sell
11,571
-771
-6% -$235K 0.07% 203
2025
Q2 		$3.61M Buy
12,342
+691
+6% +$213K 0.08% 187
2025
Q1 		$3.64M Buy
11,651
+1,105
+10% +$331K 0.1% 148
2024
Q4 		$3.06M Sell
10,546
-97
-0.9% -$28.9K 0.09% 183
2024
Q3 		$3.24M Sell
10,643
-1,171
-10% -$323K 0.1% 161
2024
Q2 		$3.01M Buy
11,814
+1,729
+17% +$459K 0.1% 160
2024
Q1 		$2.84M Sell
10,085
-994
-9% -$289K 0.1% 164
2023
Q4 		$3.29M Buy
11,079
+384
+4% +$105K 0.13% 130
2023
Q3 		$2.82M Buy
10,695
+502
+5% +$143K 0.13% 129
2023
Q2 		$3.04M Sell
10,193
-537
-5% -$156K 0.14% 118
2023
Q1 		$3M Buy
10,730
+1,400
+15% +$375K 0.15% 120
2022
Q4 		$2.47M Sell
9,330
-276
-3% -$72.8K 0.12% 122
2022
Q3 		$2.67M Buy
9,606
+371
+4% +$94.8K 0.15% 126
2022
Q2 		$2.39M Sell
9,235
-237
-3% -$58.4K 0.14% 116
2022
Q1 		$2.34M Sell
9,472
-352
-4% -$87.7K 0.15% 94
2021
Q4 		$2.63M Buy
9,824
+354
+4% +$89.4K 0.18% 81
2021
Q3 		$2.28M Buy
9,470
+82
+0.9% +$19.6K 0.19% 90
2021
Q2 		$2.17M Sell
9,388
-17
-0.2% -$3.96K 0.19% 87
2021
Q1 		$2.11M Buy
9,405
+102
+1% +$21.8K 0.23% 73
2020
Q4 		$2.01M Sell
9,303
-895
-9% -$195K 0.26% 76
2020
Q3 		$2.24M Buy
10,198
+641
+7% +$132K 0.31% 66
2020
Q2 		$1.76M Buy
9,557
+99
+1% +$18.2K 0.27% 77
2020
Q1 		$1.56M Buy
9,458
+772
+9% +$152K 0.29% 70
2019
Q4 		$1.72M Buy
8,686
+539
+7% +$107K 0.29% 69
2019
Q3 		$1.75M Buy
8,147
+555
+7% +$119K 0.35% 61
2019
Q2 		$1.58M Buy
7,592
+474
+7% +$93.9K 0.36% 63
2019
Q1 		$1.36M Buy
7,118
+849
+14% +$154K 0.35% 62
2018
Q4 		$1.11M Sell
6,269
-1,287
-17% -$228K 0.27% 64
2018
Q3 		$1.26M Buy
7,556
+2,160
+40% +$346K 0.33% 68
2018
Q2 		$845K Buy
5,396
+2,219
+70% +$360K 0.25% 65
2018
Q1 		$497K Buy
3,177
+90
+3% +$14.8K 0.18% 90
2017
Q4 		$537K Buy
3,087
+533
+21% +$89.5K 0.25% 89
2017
Q3 		$408K Sell
2,554
-432
-14% -$67.7K 0.25% 87
2017
Q2 		$464K Sell
2,986
-230
-7% -$33.2K 0.32% 59
2017
Q1 		$419K Buy
3,216
+1,095
+52% +$137K 0.32% 74
2016
Q4 		$241K Hold
2,121
– – 0.23% 75
2016
Q3 		$241K Buy
+2,121
New +$251K 0.22% 76

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

RFG Advisory's MCD Position: Q2 2026 in Review

RFG Advisory increased its McDonald's (MCD) stake by 15% in Q2 2026, buying an estimated $487K and bringing the position to 12,872 shares worth $3.48M. The position accounts for 0.05% of the portfolio, ranked #244.

RFG Advisory first reported a position in MCD in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.64M in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RFG Advisory held 12,872 shares of McDonald's worth $3.48M as of Q2 2026.
  • RFG Advisory bought 1,699 McDonald's shares in Q2 2026, an estimated $487K.
  • McDonald's made up 0.05% of RFG Advisory's portfolio in Q2 2026, its #244 holding.
  • RFG Advisory first reported a position in McDonald's in Q3 2016 and has held it in 40 quarters since.
  • RFG Advisory's McDonald's position peaked at $3.64M in Q1 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.