United Capital Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.24M | Sell |
34,183
-3,604
| -10% | -$1.03M | 0.05% | 266 |
|
|
2026
Q1 | $11.7M | Buy |
37,787
+1,978
| +6% | +$630K | 0.07% | 216 |
|
|
2025
Q4 | $10.9M | Buy |
35,809
+5,957
| +20% | +$1.82M | 0.07% | 228 |
|
|
2025
Q3 | $9.07M | Buy |
29,852
+1,782
| +6% | +$542K | 0.07% | 225 |
|
|
2025
Q2 | $8.2M | Sell |
28,070
-1,262
| -4% | -$389K | 0.07% | 224 |
|
|
2025
Q1 | $9.16M | Buy |
29,332
+1,012
| +4% | +$303K | 0.08% | 192 |
|
|
2024
Q4 | $8.21M | Sell |
28,320
-649
| -2% | -$194K | 0.07% | 203 |
|
|
2024
Q3 | $8.82M | Buy |
28,969
+628
| +2% | +$173K | 0.07% | 201 |
|
|
2024
Q2 | $7.22M | Sell |
28,341
-1,597
| -5% | -$424K | 0.06% | 212 |
|
|
2024
Q1 | $8.44M | Sell |
29,938
-333
| -1% | -$96.8K | 0.07% | 199 |
|
|
2023
Q4 | $8.98M | Sell |
30,271
-3,065
| -9% | -$834K | 0.07% | 202 |
|
|
2023
Q3 | $8.78M | Buy |
33,336
+3,032
| +10% | +$865K | 0.06% | 237 |
|
|
2023
Q2 | $9.04M | Sell |
30,304
-3,290
| -10% | -$956K | 0.05% | 250 |
|
|
2023
Q1 | $9.39M | Sell |
33,594
-18,085
| -35% | -$4.85M | 0.05% | 244 |
|
|
2022
Q4 | $13.6M | Sell |
51,679
-1,212
| -2% | -$320K | 0.08% | 211 |
|
|
2022
Q3 | $12.2M | Sell |
52,891
-2,448
| -4% | -$626K | 0.07% | 214 |
|
|
2022
Q2 | $13.7M | Buy |
55,339
+551
| +1% | +$136K | 0.08% | 214 |
|
|
2022
Q1 | $13.5M | Buy |
54,788
+1,134
| +2% | +$282K | 0.07% | 241 |
|
|
2021
Q4 | $14.4M | Sell |
53,654
-3,825
| -7% | -$966K | 0.07% | 241 |
|
|
2021
Q3 | $13.9M | Sell |
57,479
-1,756
| -3% | -$419K | 0.07% | 236 |
|
|
2021
Q2 | $13.7M | Sell |
59,235
-1,026
| -2% | -$239K | 0.07% | 242 |
|
|
2021
Q1 | $13.5M | Sell |
60,261
-1,745
| -3% | -$373K | 0.07% | 227 |
|
|
2020
Q4 | $13.3M | Sell |
62,006
-22
| -0% | -$4.78K | 0.08% | 227 |
|
|
2020
Q3 | $13.6M | Buy |
62,028
+5,512
| +10% | +$1.13M | 0.09% | 212 |
|
|
2020
Q2 | $10.4M | Sell |
56,516
-6,748
| -11% | -$1.24M | 0.08% | 242 |
|
|
2020
Q1 | $10.5M | Sell |
63,264
-13,850
| -18% | -$2.73M | 0.09% | 227 |
|
|
2019
Q4 | $15.2M | Sell |
77,114
-8,086
| -9% | -$1.6M | 0.1% | 241 |
|
|
2019
Q3 | $18.3M | Sell |
85,200
-19,880
| -19% | -$4.26M | 0.13% | 193 |
|
|
2019
Q2 | $21.8M | Sell |
105,080
-19
| -0% | -$3.76K | 0.14% | 151 |
|
|
2019
Q1 | $20M | Sell |
105,099
-2,191
| -2% | -$398K | 0.14% | 158 |
|
|
2018
Q4 | $19.1M | Sell |
107,290
-2,868
| -3% | -$509K | 0.15% | 142 |
|
|
2018
Q3 | $18.4M | Sell |
110,158
-83,394
| -43% | -$13.4M | 0.13% | 173 |
|
|
2018
Q2 | $30.3M | Sell |
193,552
-98,580
| -34% | -$16M | 0.23% | 104 |
|
|
2018
Q1 | $45.7M | Buy |
292,132
+97,086
| +50% | +$16M | 0.35% | 57 |
|
|
2017
Q4 | $33.8M | Sell |
195,046
-52,365
| -21% | -$8.79M | 0.27% | 83 |
|
|
2017
Q3 | $38.8M | Buy |
247,411
+11,749
| +5% | +$1.84M | 0.33% | 61 |
|
|
2017
Q2 | $36.1M | Buy |
235,662
+44,443
| +23% | +$6.42M | 0.32% | 65 |
|
|
2017
Q1 | $24.8M | Sell |
191,219
-34,257
| -15% | -$4.3M | 0.23% | 97 |
|
|
2016
Q4 | $27.4M | Buy |
225,476
+13,508
| +6% | +$1.58M | 0.27% | 80 |
|
|
2016
Q3 | $24.5M | Buy |
211,968
+33,547
| +19% | +$3.98M | 0.24% | 93 |
|
|
2016
Q2 | $21.4M | Sell |
178,421
-5,039
| -3% | -$631K | 0.22% | 96 |
|
|
2016
Q1 | $23.1M | Sell |
183,460
-388
| -0.2% | -$46.4K | 0.25% | 80 |
|
|
2015
Q4 | $21.7M | Sell |
183,848
-1,963
| -1% | -$219K | 0.25% | 80 |
|
|
2015
Q3 | $18.3M | Sell |
185,811
-11,798
| -6% | -$1.15M | 0.22% | 87 |
|
|
2015
Q2 | $18.8M | Sell |
197,609
-38,242
| -16% | -$3.7M | 0.22% | 106 |
|
|
2015
Q1 | $22.8M | Buy |
235,851
+103,779
| +79% | +$9.85M | 0.28% | 90 |
|
|
2014
Q4 | $12.4M | Buy |
132,072
+22,402
| +20% | +$2.1M | 0.19% | 142 |
|
|
2014
Q3 | $10.4M | Buy |
109,670
+5,566
| +5% | +$531K | 0.18% | 142 |
|
|
2014
Q2 | $10.5M | Sell |
104,104
-1,280
| -1% | -$129K | 0.19% | 139 |
|
|
2014
Q1 | $10.3M | Buy |
105,384
+44,377
| +73% | +$4.24M | 0.22% | 109 |
|
|
2013
Q4 | $5.92M | Sell |
61,007
-9,266
| -13% | -$890K | 0.2% | 130 |
|
|
2013
Q3 | $6.76M | Sell |
70,273
-60,890
| -46% | -$5.94M | 0.22% | 105 |
|
|
2013
Q2 | $13M | Buy |
+131,163
| New | +$13.1M | 0.34% | 77 |
|
Other funds holding MCD
United Capital Financial Advisors's MCD Position: Q2 2026 in Review
United Capital Financial Advisors reduced its McDonald's (MCD) stake by 9.5% in Q2 2026, selling an estimated $1.03M and leaving 34,183 shares worth $9.24M. The position accounts for 0.05% of the portfolio, ranked #266.
United Capital Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $45.7M in Q1 2018. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- United Capital Financial Advisors held 34,183 shares of McDonald's worth $9.24M as of Q2 2026.
- United Capital Financial Advisors sold 3,604 McDonald's shares in Q2 2026, an estimated $1.03M.
- McDonald's made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #266 holding.
- United Capital Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's McDonald's position peaked at $45.7M in Q1 2018.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.