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SOA Wealth Advisors’s McDonald's MCD Stock Holding History

SOA Wealth 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
2026
Q2 		$442K Sell
1,636
-7,682
-82% -$2.2M 0.07% 134
2026
Q1 		$618K Buy
9,318
+23
+0.2% +$7.33K 0.12% 104
2025
Q4 		$601K Sell
9,295
-186
-2% -$57K 0.1% 110
2025
Q3 		$654K Sell
9,481
-444
-4% -$135K 0.11% 101
2025
Q2 		$759K Buy
9,925
+598
+6% +$184K 0.14% 92
2025
Q1 		$836K Buy
9,327
+6,629
+246% +$1.98M 0.17% 82
2024
Q4 		$782K Sell
2,698
-1,981
-42% -$591K 0.14% 86
2024
Q3 		$1.42M Sell
4,679
-865
-16% -$238K 0.27% 60
2024
Q2 		$1.41M Sell
5,544
-418
-7% -$111K 0.28% 58
2024
Q1 		$1.68M Sell
5,962
-18
-0.3% -$5.24K 0.35% 54
2023
Q4 		$1.77M Sell
5,980
-491
-8% -$134K 0.39% 51
2023
Q3 		$1.7M Sell
6,471
-141
-2% -$40.2K 0.42% 48
2023
Q2 		$1.97M Sell
6,612
-89
-1% -$25.9K 0.46% 43
2023
Q1 		$1.87M Sell
6,701
-9
-0.1% -$2.41K 0.46% 46
2022
Q4 		$1.77M Sell
6,710
-71
-1% -$18.7K 0.48% 46
2022
Q3 		$1.56M Sell
6,781
-170
-2% -$43.5K 0.47% 47
2022
Q2 		$1.72M Sell
6,951
-2,221
-24% -$547K 0.51% 48
2022
Q1 		$2.27M Sell
9,172
-141
-2% -$35.1K 0.55% 46
2021
Q4 		$2.49M Sell
9,313
-257
-3% -$64.9K 0.6% 45
2021
Q3 		$2.31M Sell
9,570
-545
-5% -$130K 0.59% 45
2021
Q2 		$2.34M Sell
10,115
-1,320
-12% -$307K 0.6% 42
2021
Q1 		$2.56M Sell
11,435
-491
-4% -$105K 0.72% 38
2020
Q4 		$2.56M Buy
+11,926
New +$2.59M 0.7% 39

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

SOA Wealth Advisors's MCD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its McDonald's (MCD) stake by 82% in Q2 2026, selling an estimated $2.2M and leaving 1,636 shares worth $442K. The position accounts for 0.07% of the portfolio, ranked #134.

SOA Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • SOA Wealth Advisors held 1,636 shares of McDonald's worth $442K as of Q2 2026.
  • SOA Wealth Advisors sold 7,682 McDonald's shares in Q2 2026, an estimated $2.2M.
  • McDonald's made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • SOA Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's McDonald's position peaked at $2.56M in Q1 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.