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Soltis Investment Advisors’s McDonald's MCD Stock Holding History

Soltis 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
2026
Q1 		$2.24M Buy
7,221
+4,413
+157% +$1.41M 0.14% 143
2025
Q4 		$858K Buy
2,808
+28
+1% +$8.58K 0.06% 232
2025
Q3 		$845K Buy
2,780
+19
+0.7% +$5.78K 0.06% 224
2025
Q2 		$807K Sell
2,761
-100
-3% -$30.8K 0.06% 198
2025
Q1 		$894K Sell
2,861
-85
-3% -$25.4K 0.08% 175
2024
Q4 		$854K Buy
2,946
+77
+3% +$23K 0.08% 177
2024
Q3 		$874K Buy
2,869
+184
+7% +$50.7K 0.09% 161
2024
Q2 		$684K Sell
2,685
-20
-0.7% -$5.31K 0.07% 177
2024
Q1 		$763K Sell
2,705
-92
-3% -$26.8K 0.09% 163
2023
Q4 		$829K Sell
2,797
-1,286
-31% -$350K 0.09% 151
2023
Q3 		$1.08M Buy
4,083
+1,631
+67% +$465K 0.14% 126
2023
Q2 		$732K Buy
2,452
+63
+3% +$18.3K 0.09% 143
2023
Q1 		$668K Buy
2,389
+2
+0.1% +$536 0.09% 149
2022
Q4 		$629K Buy
2,387
+109
+5% +$28.8K 0.08% 151
2022
Q3 		$526K Sell
2,278
-186
-8% -$47.5K 0.08% 156
2022
Q2 		$608K Buy
2,464
+89
+4% +$21.9K 0.09% 151
2022
Q1 		$587K Buy
2,375
+58
+3% +$14.4K 0.08% 156
2021
Q4 		$621K Buy
2,317
+8
+0.3% +$2.02K 0.09% 154
2021
Q3 		$557K Buy
2,309
+24
+1% +$5.73K 0.09% 156
2021
Q2 		$528K Sell
2,285
-191
-8% -$44.4K 0.08% 163
2021
Q1 		$555K Sell
2,476
-2,185
-47% -$467K 0.1% 143
2020
Q4 		$1M Buy
4,661
+946
+25% +$206K 0.19% 91
2020
Q3 		$816K Buy
3,715
+101
+3% +$20.7K 0.19% 92
2020
Q2 		$667K Buy
3,614
+541
+18% +$99.2K 0.17% 91
2020
Q1 		$508K Sell
3,073
-7
-0.2% -$1.38K 0.16% 76
2019
Q4 		$609K Buy
+3,080
New +$611K 0.12% 71

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Soltis Investment Advisors's MCD Position: Q1 2026 in Review

Soltis Investment Advisors increased its McDonald's (MCD) stake by 157% in Q1 2026, buying an estimated $1.41M and bringing the position to 7,221 shares worth $2.24M. The position accounts for 0.14% of the portfolio, ranked #143.

Soltis Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Soltis Investment Advisors held 7,221 shares of McDonald's worth $2.24M as of Q1 2026.
  • Soltis Investment Advisors bought 4,413 McDonald's shares in Q1 2026, an estimated $1.41M.
  • McDonald's made up 0.14% of Soltis Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • Soltis Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.