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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
Q2 		$289K Sell
1,068
-758
-42% -$217K 0.02% 283
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 $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

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

Strategic Investment Advisors reduced its McDonald's (MCD) stake by 42% in Q2 2026, selling an estimated $217K and leaving 1,068 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #283.

Strategic Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q2 2023. 3,478 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Strategic Investment Advisors held 1,068 shares of McDonald's worth $289K as of Q2 2026.
  • Strategic Investment Advisors sold 758 McDonald's shares in Q2 2026, an estimated $217K.
  • McDonald's made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • Strategic Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Strategic Investment Advisors's McDonald's position peaked at $675K in Q2 2023.
  • 3,478 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.