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Advus Financial Partners, LLC’s McDonald's MCD Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-1,314
Closed -$408K – 273
2026
Q1 		$408K Sell
1,314
-23
-2% -$7.33K 0.1% 142
2025
Q4 		$409K Sell
1,337
-322
-19% -$98.6K 0.1% 145
2025
Q3 		$504K Sell
1,659
-80
-5% -$24.3K 0.12% 126
2025
Q2 		$508K Sell
1,739
-120
-6% -$37K 0.13% 113
2025
Q1 		$581K Buy
1,859
+186
+11% +$55.6K 0.16% 97
2024
Q4 		$485K Buy
1,673
+131
+8% +$39.1K 0.14% 110
2024
Q3 		$469K Sell
1,542
-169
-10% -$46.6K 0.13% 108
2024
Q2 		$436K Sell
1,711
-92
-5% -$24.4K 0.13% 106
2024
Q1 		$508K Sell
1,803
-27
-1% -$7.85K 0.16% 92
2023
Q4 		$543K Sell
1,830
-203
-10% -$55.3K 0.19% 78
2023
Q3 		$536K Sell
2,033
-140
-6% -$39.9K 0.21% 69
2023
Q2 		$648K Buy
2,173
+174
+9% +$50.6K 0.25% 61
2023
Q1 		$559K Buy
1,999
+115
+6% +$30.8K 0.23% 65
2022
Q4 		$497K Sell
1,884
-483
-20% -$127K 0.22% 69
2022
Q3 		$546K Buy
2,367
+613
+35% +$157K 0.29% 55
2022
Q2 		$433K Buy
1,754
+561
+47% +$138K 0.23% 67
2022
Q1 		$295K Buy
+1,193
New +$297K 0.15% 91

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 $3.37T AUM 44.26% 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

Advus Financial Partners, LLC's MCD Position: Q2 2026 in Review

Advus Financial Partners, LLC sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,314 shares — an estimated $408K sold.

Advus Financial Partners, LLC first reported a position in MCD in Q1 2022 and held it in 17 quarters. The position peaked at $648K in Q2 2023. 3,454 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advus Financial Partners, LLC reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,314 McDonald's shares in Q2 2026, an estimated $408K.
  • Advus Financial Partners, LLC first reported a position in McDonald's in Q1 2022 and held it in 17 quarters.
  • Advus Financial Partners, LLC's McDonald's position peaked at $648K in Q2 2023.
  • 3,454 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.