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 Q2	$1.38M	Sell	5,101 -81	-2%	-$23.2K	0.15%	166
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

United Advisor Group's MCD Position: Q2 2026 in Review

United Advisor Group reduced its McDonald's (MCD) stake by 1.6% in Q2 2026, selling an estimated $23.2K and leaving 5,101 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #166.

United Advisor Group first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

United Advisor Group held 5,101 shares of McDonald's worth $1.38M as of Q2 2026.
United Advisor Group sold 81 McDonald's shares in Q2 2026, an estimated $23.2K.
McDonald's made up 0.15% of United Advisor Group's portfolio in Q2 2026, its #166 holding.
United Advisor Group first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's McDonald's position peaked at $1.61M in Q1 2026.
3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.