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Steward Partners Investment Advisory’s McDonald's MCD Stock Holding History

Steward Partners Investment Advisory’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 		$43.9M Sell
162,541
-121,001
-43% -$34.7M 0.22% 83
2026
Q1 		$88.1M Buy
283,542
+41,225
+17% +$13.1M 0.45% 38
2025
Q4 		$74.1M Buy
242,317
+11,432
+5% +$3.5M 0.41% 44
2025
Q3 		$70.2M Buy
230,885
+107,627
+87% +$32.8M 0.4% 42
2025
Q2 		$36M Buy
123,258
+2,471
+2% +$762K 0.28% 67
2025
Q1 		$37.7M Buy
120,787
+1,685
+1% +$504K 0.33% 60
2024
Q4 		$34.5M Buy
119,102
+4,439
+4% +$1.32M 0.31% 69
2024
Q3 		$34.9M Buy
114,663
+7,576
+7% +$2.09M 0.32% 62
2024
Q2 		$27.3M Sell
107,087
-207
-0.2% -$54.9K 0.29% 70
2024
Q1 		$30.3M Sell
107,294
-7,249
-6% -$2.11M 0.33% 64
2023
Q4 		$34M Sell
114,543
-25,614
-18% -$6.97M 0.46% 44
2023
Q3 		$36.9M Buy
140,157
+3,750
+3% +$1.07M 0.57% 30
2023
Q2 		$40.7M Buy
136,407
+6,264
+5% +$1.82M 0.61% 26
2023
Q1 		$36.4M Buy
130,143
+14,015
+12% +$3.75M 0.58% 28
2022
Q4 		$30.6M Buy
116,128
+2,957
+3% +$780K 0.52% 33
2022
Q3 		$26.1M Buy
113,171
+17,570
+18% +$4.49M 0.49% 38
2022
Q2 		$23.6M Sell
95,601
-1,048
-1% -$258K 0.43% 47
2022
Q1 		$23.9M Buy
96,649
+991
+1% +$247K 0.37% 55
2021
Q4 		$25.6M Buy
95,658
+3,810
+4% +$962K 0.39% 47
2021
Q3 		$22.1M Buy
91,848
+1,712
+2% +$409K 0.38% 51
2021
Q2 		$20.8M Sell
90,136
-15,215
-14% -$3.54M 0.35% 52
2021
Q1 		$23.6M Buy
105,351
+11,456
+12% +$2.45M 0.41% 50
2020
Q4 		$20.1M Buy
93,895
+6,430
+7% +$1.4M 0.44% 48
2020
Q3 		$19.2M Buy
87,465
+10,328
+13% +$2.12M 0.48% 43
2020
Q2 		$14.2M Buy
77,137
+6,214
+9% +$1.14M 0.41% 56
2020
Q1 		$11.7M Sell
70,923
-1,293
-2% -$255K 0.43% 54
2019
Q4 		$14.3M Buy
72,216
+7,293
+11% +$1.45M 0.42% 55
2019
Q3 		$13.9M Buy
64,923
+3,512
+6% +$753K 0.47% 50
2019
Q2 		$12.8M Buy
61,411
+3,153
+5% +$625K 0.47% 51
2019
Q1 		$11.1M Buy
58,258
+947
+2% +$172K 0.47% 53
2018
Q4 		$10.2M Buy
57,311
+2,172
+4% +$385K 0.5% 48
2018
Q3 		$9.22M Buy
55,139
+2,329
+4% +$373K 0.44% 52
2018
Q2 		$8.28M Buy
52,810
+14,926
+39% +$2.42M 0.49% 42
2018
Q1 		$5.92M Buy
37,884
+1,017
+3% +$167K 0.41% 49
2017
Q4 		$6.34M Sell
36,867
-1,138
-3% -$191K 0.48% 42
2017
Q3 		$5.95M Buy
38,005
+876
+2% +$137K 0.61% 36
2017
Q2 		$5.69M Buy
37,129
+13,691
+58% +$1.98M 0.64% 37
2017
Q1 		$3.04M Buy
23,438
+3,584
+18% +$450K 0.46% 57
2016
Q4 		$2.42M Buy
+19,854
New +$2.33M 1.1% 20

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

Steward Partners Investment Advisory's MCD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its McDonald's (MCD) stake by 43% in Q2 2026, selling an estimated $34.7M and leaving 162,541 shares worth $43.9M. The position accounts for 0.22% of the portfolio, ranked #83.

Steward Partners Investment Advisory first reported a position in MCD in Q4 2016 and has held it in 39 quarters since. The position peaked at $88.1M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Steward Partners Investment Advisory held 162,541 shares of McDonald's worth $43.9M as of Q2 2026.
  • Steward Partners Investment Advisory sold 121,001 McDonald's shares in Q2 2026, an estimated $34.7M.
  • McDonald's made up 0.22% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #83 holding.
  • Steward Partners Investment Advisory first reported a position in McDonald's in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's McDonald's position peaked at $88.1M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.