SIA
MCD icon

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
Q2 		$841K Sell
3,111
-4,110
-57% -$1.18M 0.05% 269
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 $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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's MCD Position: Q2 2026 in Review

Soltis Investment Advisors reduced its McDonald's (MCD) stake by 57% in Q2 2026, selling an estimated $1.18M and leaving 3,111 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #269.

Soltis Investment Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.24M in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Soltis Investment Advisors held 3,111 shares of McDonald's worth $841K as of Q2 2026.
  • Soltis Investment Advisors sold 4,110 McDonald's shares in Q2 2026, an estimated $1.18M.
  • McDonald's made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Soltis Investment Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's McDonald's position peaked at $2.24M in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.