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

Strategic 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 		$567K Buy
1,826
+1,131
+163% +$360K 0.04% 209
2025
Q4 		$212K Buy
+695
New +$213K 0.02% 233
2025
Q3 		– Sell
-705
Closed -$206K – 273
2025
Q2 		$206K Sell
705
-982
-58% -$303K 0.02% 238
2025
Q1 		$527K Sell
1,687
-270
-14% -$80.8K 0.06% 159
2024
Q4 		$567K Sell
1,957
-44
-2% -$13.1K 0.06% 157
2024
Q3 		$609K Sell
2,001
-47
-2% -$13K 0.07% 162
2024
Q2 		$522K Buy
2,048
+202
+11% +$53.6K 0.06% 176
2024
Q1 		$521K Sell
1,846
-90
-5% -$26.2K 0.07% 172
2023
Q4 		$574K Sell
1,936
-258
-12% -$70.2K 0.08% 153
2023
Q3 		$578K Sell
2,194
-69
-3% -$19.7K 0.1% 152
2023
Q2 		$675K Buy
2,263
+158
+8% +$45.9K 0.09% 114
2023
Q1 		$589K Sell
2,105
-236
-10% -$63.2K 0.11% 144
2022
Q4 		$617K Buy
2,341
+1,293
+123% +$341K 0.13% 133
2022
Q3 		$242K Sell
1,048
-560
-35% -$143K 0.05% 159
2022
Q2 		$397K Buy
1,608
+528
+49% +$130K 0.08% 163
2022
Q1 		$267K Buy
1,080
+318
+42% +$79.2K 0.05% 183
2021
Q4 		$204K Buy
+762
New +$192K 0.04% 187

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 $147M AUM 25.76% 1-Year Est. Return

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

Strategic Investment Advisors increased its McDonald's (MCD) stake by 163% in Q1 2026, buying an estimated $360K and bringing the position to 1,826 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #209.

Strategic Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $675K in Q2 2023. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Strategic Investment Advisors held 1,826 shares of McDonald's worth $567K as of Q1 2026.
  • Strategic Investment Advisors bought 1,131 McDonald's shares in Q1 2026, an estimated $360K.
  • McDonald's made up 0.04% of Strategic Investment Advisors's portfolio in Q1 2026, its #209 holding.
  • Strategic Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
  • Strategic Investment Advisors's McDonald's position peaked at $675K in Q2 2023.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.