UAS
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United Asset Strategies’s McDonald's MCD Stock Holding History

United Asset Strategies’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 		$3.28M Buy
12,139
+182
+2% +$52.2K 0.23% 81
2026
Q1 		$3.72M Buy
11,957
+549
+5% +$175K 0.3% 71
2025
Q4 		$3.49M Buy
11,408
+3,300
+41% +$1.01M 0.27% 67
2025
Q3 		$2.46M Sell
8,108
-62
-0.8% -$18.9K 0.2% 84
2025
Q2 		$2.39M Buy
8,170
+19
+0.2% +$5.86K 0.2% 89
2025
Q1 		$2.55M Sell
8,151
-777
-9% -$232K 0.24% 84
2024
Q4 		$2.59M Buy
8,928
+81
+0.9% +$24.2K 0.24% 79
2024
Q3 		$2.69M Buy
8,847
+77
+0.9% +$21.2K 0.25% 79
2024
Q2 		$2.24M Buy
8,770
+210
+2% +$55.7K 0.22% 85
2024
Q1 		$2.41M Sell
8,560
-860
-9% -$250K 0.24% 81
2023
Q4 		$2.79M Sell
9,420
-99
-1% -$26.9K 0.31% 71
2023
Q3 		$2.51M Sell
9,519
-7,349
-44% -$2.1M 0.32% 75
2023
Q2 		$5.03M Sell
16,868
-178
-1% -$51.7K 0.63% 47
2023
Q1 		$4.77M Buy
17,046
+109
+0.6% +$29.2K 0.63% 47
2022
Q4 		$4.46M Buy
16,937
+7,103
+72% +$1.87M 0.62% 55
2022
Q3 		$2.27M Sell
9,834
-8,769
-47% -$2.24M 0.35% 69
2022
Q2 		$4.59M Buy
18,603
+186
+1% +$45.8K 0.67% 46
2022
Q1 		$4.55M Buy
18,417
+455
+3% +$113K 0.58% 53
2021
Q4 		$4.82M Buy
17,962
+226
+1% +$57.1K 0.57% 53
2021
Q3 		$4.28M Buy
17,736
+449
+3% +$107K 0.55% 52
2021
Q2 		$3.99M Buy
17,287
+1,116
+7% +$260K 0.53% 55
2021
Q1 		$3.62M Buy
16,171
+69
+0.4% +$14.8K 0.53% 58
2020
Q4 		$3.46M Buy
16,102
+554
+4% +$120K 0.54% 57
2020
Q3 		$3.41M Sell
15,548
-715
-4% -$147K 0.63% 49
2020
Q2 		$3M Buy
16,263
+4,819
+42% +$884K 0.59% 52
2020
Q1 		$1.89M Buy
11,444
+8,113
+244% +$1.6M 0.47% 56
2019
Q4 		$658K Sell
3,331
-6,484
-66% -$1.29M 0.13% 133
2019
Q3 		$2.11M Buy
9,815
+241
+3% +$51.7K 0.46% 65
2019
Q2 		$1.99M Buy
9,574
+487
+5% +$96.5K 0.46% 66
2019
Q1 		$1.73M Buy
9,087
+910
+11% +$165K 0.41% 67
2018
Q4 		$1.45M Buy
8,177
+1,088
+15% +$193K 0.4% 70
2018
Q3 		$1.19M Buy
7,089
+4,422
+166% +$709K 0.28% 83
2018
Q2 		$418K Sell
2,667
-125
-4% -$20.3K 0.11% 155
2018
Q1 		$437K Buy
2,792
+109
+4% +$17.9K 0.13% 136
2017
Q4 		$462K Buy
2,683
+833
+45% +$140K 0.12% 127
2017
Q3 		$290K Buy
1,850
+476
+35% +$74.6K 0.16% 106
2017
Q2 		$210K Buy
+1,374
New +$199K 0.06% 142
2015
Q1 		– Sell
-2,222
Closed -$208K – 123
2014
Q4 		$208K Buy
+2,222
New +$208K 0.09% 120
2014
Q3 		– Sell
-2,017
Closed -$203K – 136
2014
Q2 		$203K Buy
+2,017
New +$204K 0.1% 114

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

United Asset Strategies's MCD Position: Q2 2026 in Review

United Asset Strategies increased its McDonald's (MCD) stake by 1.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 12,139 shares worth $3.28M. The position accounts for 0.23% of the portfolio, ranked #81.

United Asset Strategies first reported a position in MCD in Q2 2014 and has held it in 39 quarters since. The position peaked at $5.03M in Q2 2023. 1,032 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • United Asset Strategies held 12,139 shares of McDonald's worth $3.28M as of Q2 2026.
  • United Asset Strategies bought 182 McDonald's shares in Q2 2026, an estimated $52.2K.
  • McDonald's made up 0.23% of United Asset Strategies's portfolio in Q2 2026, its #81 holding.
  • United Asset Strategies first reported a position in McDonald's in Q2 2014 and has held it in 39 quarters since.
  • United Asset Strategies's McDonald's position peaked at $5.03M in Q2 2023.
  • 1,032 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.