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Strategic Advisors’s McDonald's MCD Stock Holding History

Strategic 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 		$588K Sell
2,177
-22
-1% -$6.31K 0.13% 106
2026
Q1 		$683K Buy
2,199
+1
+0% +$319 0.11% 122
2025
Q4 		$672K Buy
2,198
+9
+0.4% +$2.76K 0.11% 123
2025
Q3 		$665K Buy
+2,189
New +$666K 0.11% 125
2025
Q2 		– Sell
-2,174
Closed -$679K – 191
2025
Q1 		$679K Sell
2,174
-3
-0.1% -$897 0.13% 114
2024
Q4 		$631K Buy
2,177
+128
+6% +$38.2K 0.11% 125
2024
Q3 		$624K Buy
2,049
+16
+0.8% +$4.41K 0.12% 129
2024
Q2 		$518K Sell
2,033
-87
-4% -$23.1K 0.1% 136
2024
Q1 		$598K Sell
2,120
-297
-12% -$86.4K 0.12% 127
2023
Q4 		$717K Buy
2,417
+116
+5% +$31.6K 0.14% 124
2023
Q3 		$606K Sell
2,301
-94
-4% -$26.8K 0.12% 128
2023
Q2 		$715K Sell
2,395
-193
-7% -$56.1K 0.14% 125
2023
Q1 		$724K Buy
2,588
+117
+5% +$31.3K 0.15% 117
2022
Q4 		$651K Sell
2,471
-43
-2% -$11.3K 0.15% 113
2022
Q3 		$580K Buy
2,514
+161
+7% +$41.2K 0.13% 122
2022
Q2 		$581K Sell
2,353
-472
-17% -$116K 0.12% 122
2022
Q1 		$698K Sell
2,825
-276
-9% -$68.8K 0.12% 125
2021
Q4 		$831K Sell
3,101
-121
-4% -$30.6K 0.12% 122
2021
Q3 		$776K Buy
3,222
+219
+7% +$52.3K 0.17% 117
2021
Q2 		$693K Sell
3,003
-138
-4% -$32.1K 0.18% 102
2021
Q1 		$704K Buy
3,141
+207
+7% +$44.3K 0.2% 92
2020
Q4 		$622K Sell
2,934
-400
-12% -$87K 0.18% 94
2020
Q3 		$753K Buy
3,334
+1,656
+99% +$340K 0.25% 80
2020
Q2 		$333K Sell
1,678
-164
-9% -$30.1K 0.12% 111
2020
Q1 		$327K Sell
1,842
-35
-2% -$6.9K 0.14% 109
2019
Q4 		$371K Buy
1,877
+6
+0.3% +$1.19K 0.13% 128
2019
Q3 		$402K Buy
1,871
+8
+0.4% +$1.72K 0.15% 119
2019
Q2 		$386K Buy
1,863
+140
+8% +$27.7K 0.15% 121
2019
Q1 		$327K Buy
1,723
+66
+4% +$12K 0.13% 129
2018
Q4 		$294K Buy
1,657
+162
+11% +$28.7K 0.13% 120
2018
Q3 		$250K Buy
1,495
+26
+2% +$4.17K 0.09% 139
2018
Q2 		$230K Buy
+1,469
New +$238K 0.09% 131
2016
Q1 		– Sell
-3,372
Closed -$398K – 133
2015
Q4 		$398K Buy
3,372
+16
+0.5% +$1.79K 0.26% 92
2015
Q3 		$331K Buy
3,356
+18
+0.5% +$1.75K 0.23% 98
2015
Q2 		$317K Sell
3,338
-11,213
-77% -$1.08M 0.2% 99
2015
Q1 		$1.47M Buy
+14,551
New +$1.38M 0.94% 37
2014
Q4 		– Sell
-2,725
Closed -$258K – 132
2014
Q3 		$258K Sell
2,725
-11,826
-81% -$1.13M 0.17% 118
2014
Q2 		$1.47M Sell
14,551
-53
-0.4% -$5.35K 0.94% 37
2014
Q1 		$1.43M Buy
14,604
+673
+5% +$64.4K 0.96% 35
2013
Q4 		$1.35M Buy
13,931
+2,677
+24% +$257K 0.92% 35
2013
Q3 		$1.08M Buy
11,254
+545
+5% +$53.2K 0.89% 38
2013
Q2 		$1.07M Buy
+10,709
New +$1.07M 0.96% 34

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

Strategic Advisors's MCD Position: Q2 2026 in Review

Strategic Advisors reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $6.31K and leaving 2,177 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #106.

Strategic Advisors first reported a position in MCD in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.47M in Q1 2015. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strategic Advisors held 2,177 shares of McDonald's worth $588K as of Q2 2026.
  • Strategic Advisors sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
  • McDonald's made up 0.13% of Strategic Advisors's portfolio in Q2 2026, its #106 holding.
  • Strategic Advisors first reported a position in McDonald's in Q2 2013 and has held it in 42 quarters since.
  • Strategic Advisors's McDonald's position peaked at $1.47M in Q1 2015.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.