Wealth Alliance Advisory Group’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 | $1.22M | Sell |
4,500
-6,633
| -60% | -$1.9M | 0.18% | 75 |
|
|
2026
Q1 | $3.46M | Buy |
11,133
+167
| +2% | +$53.2K | 0.55% | 37 |
|
|
2025
Q4 | $3.35M | Sell |
10,966
-1,498
| -12% | -$459K | 0.57% | 36 |
|
|
2025
Q3 | $3.79M | Buy |
12,464
+1,025
| +9% | +$312K | 0.68% | 33 |
|
|
2025
Q2 | $3.34M | Buy |
11,439
+2,650
| +30% | +$817K | 0.64% | 37 |
|
|
2025
Q1 | $2.75M | Sell |
8,789
-143
| -2% | -$42.8K | 0.57% | 37 |
|
|
2024
Q4 | $2.59M | Sell |
8,932
-10
| -0.1% | -$2.98K | 0.55% | 38 |
|
|
2024
Q3 | $2.72M | Sell |
8,942
-243
| -3% | -$67K | 0.57% | 37 |
|
|
2024
Q2 | $2.34M | Sell |
9,185
-2,172
| -19% | -$576K | 0.53% | 37 |
|
|
2024
Q1 | $3.2M | Buy |
11,357
+343
| +3% | +$99.8K | 0.74% | 26 |
|
|
2023
Q4 | $3.27M | Buy |
11,014
+141
| +1% | +$38.4K | 0.85% | 23 |
|
|
2023
Q3 | $2.86M | Buy |
10,873
+152
| +1% | +$43.4K | 0.85% | 24 |
|
|
2023
Q2 | $3.2M | Sell |
10,721
-16
| -0.1% | -$4.65K | 1.13% | 17 |
|
|
2023
Q1 | $3M | Sell |
10,737
-77
| -0.7% | -$20.6K | 1.12% | 17 |
|
|
2022
Q4 | $2.85M | Sell |
10,814
-56
| -0.5% | -$14.8K | 1.09% | 19 |
|
|
2022
Q3 | $2.51M | Sell |
10,870
-587
| -5% | -$150K | 1.11% | 19 |
|
|
2022
Q2 | $2.83M | Buy |
11,457
+563
| +5% | +$139K | 1.34% | 14 |
|
|
2022
Q1 | $2.69M | Sell |
10,894
-274
| -2% | -$68.3K | 1.17% | 17 |
|
|
2021
Q4 | $2.99M | Buy |
11,168
+405
| +4% | +$102K | 1.3% | 14 |
|
|
2021
Q3 | $2.6M | Buy |
10,763
+42
| +0.4% | +$10K | 1.26% | 13 |
|
|
2021
Q2 | $2.48M | Buy |
10,721
+47
| +0.4% | +$10.9K | 1.2% | 15 |
|
|
2021
Q1 | $2.39M | Buy |
10,674
+456
| +4% | +$97.5K | 1.23% | 15 |
|
|
2020
Q4 | $2.19M | Buy |
10,218
+209
| +2% | +$45.4K | 1.19% | 16 |
|
|
2020
Q3 | $2.2M | Sell |
10,009
-931
| -9% | -$191K | 1.3% | 16 |
|
|
2020
Q2 | $2.02M | Sell |
10,940
-475
| -4% | -$87.1K | 1.24% | 17 |
|
|
2020
Q1 | $1.89M | Buy |
11,415
+511
| +5% | +$101K | 1.47% | 15 |
|
|
2019
Q4 | $2.15M | Buy |
10,904
+84
| +0.8% | +$16.7K | 1.23% | 19 |
|
|
2019
Q3 | $2.26M | Buy |
10,820
+10
| +0.1% | +$2.14K | 1.41% | 17 |
|
|
2019
Q2 | $2.32M | Buy |
10,810
+3
| +0% | +$594 | 1.43% | 15 |
|
|
2019
Q1 | $2.14M | Buy |
10,807
+22
| +0.2% | +$3.99K | 1.38% | 17 |
|
|
2018
Q4 | $1.92M | Buy |
10,785
+517
| +5% | +$91.7K | 1.43% | 14 |
|
|
2018
Q3 | $1.72M | Buy |
10,268
+2
| +0% | +$321 | 0.88% | 28 |
|
|
2018
Q2 | $1.61M | Sell |
10,266
-24
| -0.2% | -$3.89K | 0.88% | 27 |
|
|
2018
Q1 | $1.61M | Buy |
10,290
+888
| +9% | +$146K | 0.94% | 25 |
|
|
2017
Q4 | $1.62M | Buy |
+9,402
| New | +$1.58M | 1.45% | 19 |
|
Other funds holding MCD
BPC
ECSS
Wealth Alliance Advisory Group's MCD Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its McDonald's (MCD) stake by 60% in Q2 2026, selling an estimated $1.9M and leaving 4,500 shares worth $1.22M. The position accounts for 0.18% of the portfolio, ranked #75.
Wealth Alliance Advisory Group first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.79M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Wealth Alliance Advisory Group held 4,500 shares of McDonald's worth $1.22M as of Q2 2026.
- Wealth Alliance Advisory Group sold 6,633 McDonald's shares in Q2 2026, an estimated $1.9M.
- McDonald's made up 0.18% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #75 holding.
- Wealth Alliance Advisory Group first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's McDonald's position peaked at $3.79M in Q3 2025.
- 1,679 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.