RIA Advisory Group’s McDonald's MCD Stock Holding History

RIA Advisory Group’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	$6.07M	Buy	22,473 +1,314	+6%	+$377K	1.32%	21
2026 Q1	$6.58M	Sell	21,159 -485	-2%	-$155K	1.56%	15
2025 Q4	$6.62M	Buy	21,644 +1,330	+7%	+$407K	1.59%	13
2025 Q3	$6.17M	Buy	+20,314	New	+$6.18M	1.58%	15
2024 Q1	$202K	Buy	+716	New	+$208K	0.08%	134
2023 Q4	–	Sell	-16,192	Closed	-$4.27M	–	156
2023 Q3	$4.27M	Sell	16,192 -717	-4%	-$204K	1.91%	10
2023 Q2	$5.05M	Buy	16,909 +1,426	+9%	+$414K	2.17%	6
2023 Q1	$4.33M	Buy	+15,483	New	+$4.15M	1.99%	9

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RIA Advisory Group's MCD Position: Q2 2026 in Review

RIA Advisory Group increased its McDonald's (MCD) stake by 6.2% in Q2 2026, buying an estimated $377K and bringing the position to 22,473 shares worth $6.07M. The position accounts for 1.32% of the portfolio, ranked #21.

RIA Advisory Group first reported a position in MCD in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.62M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

RIA Advisory Group held 22,473 shares of McDonald's worth $6.07M as of Q2 2026.
RIA Advisory Group bought 1,314 McDonald's shares in Q2 2026, an estimated $377K.
McDonald's made up 1.32% of RIA Advisory Group's portfolio in Q2 2026, its #21 holding.
RIA Advisory Group first reported a position in McDonald's in Q1 2023 and has held it in 8 quarters since.
RIA Advisory Group's McDonald's position peaked at $6.62M in Q4 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.