WIA
MCD icon

World Investment Advisors’s McDonald's MCD Stock Holding History

World Investment Advisors’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 		$8.57M Sell
28,461
-9,936
-26% -$2.85M 0.14% 164
2026
Q1 		$11.9M Sell
38,397
-2,003
-5% -$638K 0.19% 120
2025
Q4 		$12.3M Buy
40,400
+18,306
+83% +$5.61M 0.2% 111
2025
Q3 		$6.71M Sell
22,094
-128
-0.6% -$39K 0.14% 173
2025
Q2 		$6.49M Buy
22,222
+13,252
+148% +$4.09M 0.15% 164
2025
Q1 		$2.8M Buy
8,970
+365
+4% +$109K 0.07% 290
2024
Q4 		$2.49M Buy
8,605
+1,930
+29% +$576K 0.07% 295
2024
Q3 		$2.03M Buy
6,675
+752
+13% +$207K 0.06% 295
2024
Q2 		$1.51M Buy
+5,923
New +$1.57M 0.09% 194
2024
Q1 		– Sell
-1,453
Closed -$431K – 442
2023
Q4 		$431K Buy
1,453
+208
+17% +$56.6K 0.06% 247
2023
Q3 		$328K Buy
1,245
+193
+18% +$55K 0.07% 188
2023
Q2 		$314K Buy
+1,052
New +$306K 0.06% 194
2022
Q4 		– Sell
-1,760
Closed -$406K – 256
2022
Q3 		$406K Buy
1,760
+7
+0.4% +$1.79K 0.1% 150
2022
Q2 		$460K Sell
1,753
-7
-0.4% -$1.72K 0.1% 156
2022
Q1 		$435K Buy
1,760
+8
+0.5% +$1.99K 0.09% 159
2021
Q4 		$450K Buy
1,752
+25
+1% +$6.31K 0.09% 160
2021
Q3 		$416K Buy
1,727
+56
+3% +$13.4K 0.09% 149
2021
Q2 		$386K Buy
1,671
+7
+0.4% +$1.63K 0.09% 155
2021
Q1 		$382K Buy
1,664
+157
+10% +$33.6K 0.09% 150
2020
Q4 		$322K Buy
+1,507
New +$328K 0.08% 152

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

World Investment Advisors's MCD Position: Q2 2026 in Review

World Investment Advisors reduced its McDonald's (MCD) stake by 26% in Q2 2026, selling an estimated $2.85M and leaving 28,461 shares worth $8.57M. The position accounts for 0.14% of the portfolio, ranked #164.

World Investment Advisors first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.3M in Q4 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • World Investment Advisors held 28,461 shares of McDonald's worth $8.57M as of Q2 2026.
  • World Investment Advisors sold 9,936 McDonald's shares in Q2 2026, an estimated $2.85M.
  • McDonald's made up 0.14% of World Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • World Investment Advisors first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • World Investment Advisors's McDonald's position peaked at $12.3M in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.