UAG
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United Advisor Group’s McDonald's MCD Stock Holding History

United Advisor Group’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 		$1.61M Sell
5,182
-1
-0% -$319 0.2% 127
2025
Q4 		$1.58M Sell
5,183
-7
-0.1% -$2.14K 0.2% 122
2025
Q3 		$1.58M Buy
5,190
+1,305
+34% +$397K 0.21% 110
2025
Q2 		$1.14M Buy
3,885
+341
+10% +$105K 0.2% 122
2025
Q1 		$1.11M Buy
3,544
+131
+4% +$39.2K 0.23% 106
2024
Q4 		$989K Buy
3,413
+635
+23% +$189K 0.2% 125
2024
Q3 		$846K Buy
2,778
+295
+12% +$81.3K 0.19% 121
2024
Q2 		$633K Sell
2,483
-202
-8% -$53.6K 0.2% 109
2024
Q1 		$757K Buy
2,685
+947
+54% +$275K 0.28% 92
2023
Q4 		$517K Buy
+1,738
New +$473K 0.62% 30

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 $137B AUM 18.02% 1-Year Est. Return

United Advisor Group's MCD Position: Q1 2026 in Review

United Advisor Group reduced its McDonald's (MCD) stake by 0.02% in Q1 2026, selling an estimated $319 and leaving 5,182 shares worth $1.61M. The position accounts for 0.2% of the portfolio, ranked #127.

United Advisor Group first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • United Advisor Group held 5,182 shares of McDonald's worth $1.61M as of Q1 2026.
  • United Advisor Group sold 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.2% of United Advisor Group's portfolio in Q1 2026, its #127 holding.
  • United Advisor Group first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.