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Savvy Advisors Inc’s McDonald's MCD Stock Holding History

Savvy Advisors Inc’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 		$6.45M Buy
23,869
+1,263
+6% +$362K 0.14% 125
2026
Q1 		$7.03M Buy
22,606
+4,028
+22% +$1.28M 0.19% 92
2025
Q4 		$5.68M Buy
18,578
+3,253
+21% +$996K 0.18% 92
2025
Q3 		$4.66M Buy
15,325
+1,580
+11% +$481K 0.21% 81
2025
Q2 		$4.02M Buy
13,745
+1,607
+13% +$495K 0.27% 62
2025
Q1 		$3.79M Buy
12,138
+1,078
+10% +$322K 0.38% 50
2024
Q4 		$3.21M Buy
11,060
+7,858
+245% +$2.34M 0.39% 44
2024
Q3 		$975K Buy
3,202
+1,583
+98% +$436K 0.2% 106
2024
Q2 		$413K Buy
1,619
+468
+41% +$124K 0.13% 167
2024
Q1 		$325K Buy
+1,151
New +$335K 0.19% 152

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

Savvy Advisors Inc's MCD Position: Q2 2026 in Review

Savvy Advisors Inc increased its McDonald's (MCD) stake by 5.6% in Q2 2026, buying an estimated $362K and bringing the position to 23,869 shares worth $6.45M. The position accounts for 0.14% of the portfolio, ranked #125.

Savvy Advisors Inc first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.03M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Savvy Advisors Inc held 23,869 shares of McDonald's worth $6.45M as of Q2 2026.
  • Savvy Advisors Inc bought 1,263 McDonald's shares in Q2 2026, an estimated $362K.
  • McDonald's made up 0.14% of Savvy Advisors Inc's portfolio in Q2 2026, its #125 holding.
  • Savvy Advisors Inc first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
  • Savvy Advisors Inc's McDonald's position peaked at $7.03M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.