YHB Investment 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 | $7.17M | Buy |
26,517
+148
| +0.6% | +$42.4K | 0.46% | 59 |
|
|
2026
Q1 | $8.2M | Sell |
26,369
-561
| -2% | -$179K | 0.59% | 46 |
|
|
2025
Q4 | $8.23M | Sell |
26,930
-207
| -0.8% | -$63.4K | 0.57% | 49 |
|
|
2025
Q3 | $8.25M | Sell |
27,137
-869
| -3% | -$264K | 0.6% | 43 |
|
|
2025
Q2 | $8.18M | Sell |
28,006
-86
| -0.3% | -$26.5K | 0.63% | 44 |
|
|
2025
Q1 | $8.78M | Sell |
28,092
-955
| -3% | -$286K | 0.73% | 34 |
|
|
2024
Q4 | $8.42M | Sell |
29,047
-5,404
| -16% | -$1.61M | 0.69% | 35 |
|
|
2024
Q3 | $10.5M | Sell |
34,451
-343
| -1% | -$94.5K | 0.87% | 28 |
|
|
2024
Q2 | $8.87M | Sell |
34,794
-189
| -0.5% | -$50.1K | 0.76% | 33 |
|
|
2024
Q1 | $9.86M | Buy |
34,983
+69
| +0.2% | +$20.1K | 0.87% | 26 |
|
|
2023
Q4 | $10.4M | Sell |
34,914
-2,740
| -7% | -$746K | 1% | 23 |
|
|
2023
Q3 | $9.92M | Buy |
37,654
+179
| +0.5% | +$51.1K | 0.92% | 28 |
|
|
2023
Q2 | $11.2M | Sell |
37,475
-418
| -1% | -$121K | 1.04% | 21 |
|
|
2023
Q1 | $10.6M | Sell |
37,893
-405
| -1% | -$109K | 1.06% | 24 |
|
|
2022
Q4 | $10.1M | Buy |
38,298
+104
| +0.3% | +$27.4K | 1.08% | 24 |
|
|
2022
Q3 | $8.81M | Buy |
38,194
+149
| +0.4% | +$38.1K | 0.98% | 24 |
|
|
2022
Q2 | $9.39M | Sell |
38,045
-582
| -2% | -$143K | 0.99% | 25 |
|
|
2022
Q1 | $9.55M | Sell |
38,627
-278
| -0.7% | -$69.3K | 0.84% | 30 |
|
|
2021
Q4 | $10.4M | Buy |
38,905
+18
| +0% | +$4.54K | 0.83% | 33 |
|
|
2021
Q3 | $9.38M | Buy |
38,887
+299
| +0.8% | +$71.4K | 0.81% | 31 |
|
|
2021
Q2 | $8.91M | Sell |
38,588
-29
| -0.1% | -$6.75K | 0.76% | 35 |
|
|
2021
Q1 | $9M | Sell |
38,617
-106
| -0.3% | -$22.7K | 0.78% | 37 |
|
|
2020
Q4 | $8.31M | Buy |
38,723
+50
| +0.1% | +$10.9K | 0.79% | 35 |
|
|
2020
Q3 | $8.49M | Sell |
38,673
-5,434
| -12% | -$1.12M | 0.92% | 30 |
|
|
2020
Q2 | $8.14M | Buy |
44,107
+759
| +2% | +$139K | 1.17% | 25 |
|
|
2020
Q1 | $7.17M | Buy |
43,348
+207
| +0.5% | +$40.8K | 1.24% | 24 |
|
|
2019
Q4 | $8.53M | Buy |
43,141
+294
| +0.7% | +$58.3K | 1.22% | 23 |
|
|
2019
Q3 | $9.2M | Buy |
42,847
+413
| +1% | +$88.5K | 1.4% | 20 |
|
|
2019
Q2 | $8.81M | Sell |
42,434
-1,984
| -4% | -$393K | 1.4% | 21 |
|
|
2019
Q1 | $8.44M | Sell |
44,418
-318
| -0.7% | -$57.7K | 1.32% | 22 |
|
|
2018
Q4 | $7.94M | Buy |
44,736
+3,016
| +7% | +$535K | 1.42% | 21 |
|
|
2018
Q3 | $6.98M | Buy |
41,720
+120
| +0.3% | +$19.2K | 1.05% | 29 |
|
|
2018
Q2 | $6.52M | Sell |
41,600
-306
| -0.7% | -$49.6K | 1.07% | 26 |
|
|
2018
Q1 | $6.55M | Buy |
41,906
+919
| +2% | +$151K | 1.11% | 27 |
|
|
2017
Q4 | $7.05M | Sell |
40,987
-111
| -0.3% | -$18.6K | 1.2% | 24 |
|
|
2017
Q3 | $6.44M | Sell |
41,098
-2,835
| -6% | -$444K | 1.15% | 28 |
|
|
2017
Q2 | $6.73M | Buy |
43,933
+2,439
| +6% | +$352K | 1.15% | 25 |
|
|
2017
Q1 | $5.81M | Buy |
41,494
+226
| +0.5% | +$28.4K | 1.11% | 27 |
|
|
2016
Q4 | $5.02M | Buy |
41,268
+473
| +1% | +$55.5K | 1.05% | 33 |
|
|
2016
Q3 | $4.71M | Buy |
40,795
+568
| +1% | +$67.3K | 1.14% | 29 |
|
|
2016
Q2 | $4.84M | Sell |
40,227
-269
| -0.7% | -$33.7K | 1.06% | 33 |
|
|
2016
Q1 | $5.09M | Sell |
40,496
-633
| -2% | -$75.6K | 1.37% | 26 |
|
|
2015
Q4 | $4.86M | Buy |
41,129
+32
| +0.1% | +$3.58K | 1.1% | 33 |
|
|
2015
Q3 | $4.05M | Sell |
41,097
-271
| -0.7% | -$26.4K | 0.96% | 34 |
|
|
2015
Q2 | $3.93M | Buy |
41,368
+103
| +0.2% | +$9.96K | 0.86% | 38 |
|
|
2015
Q1 | $4.02M | Sell |
41,265
-8,162
| -17% | -$774K | 0.9% | 33 |
|
|
2014
Q4 | $4.63M | Sell |
49,427
-3,025
| -6% | -$283K | 1.06% | 29 |
|
|
2014
Q3 | $4.97M | Buy |
52,452
+2,431
| +5% | +$232K | 1.19% | 26 |
|
|
2014
Q2 | $5.04M | Buy |
50,021
+1,267
| +3% | +$128K | 1.22% | 24 |
|
|
2014
Q1 | $4.78M | Buy |
48,754
+3,098
| +7% | +$296K | 1.21% | 24 |
|
|
2013
Q4 | $4.43M | Sell |
45,656
-216
| -0.5% | -$20.8K | 1.19% | 25 |
|
|
2013
Q3 | $4.41M | Sell |
45,872
-412
| -0.9% | -$40.2K | 1.31% | 23 |
|
|
2013
Q2 | $4.58M | Buy |
+46,284
| New | +$4.63M | 1.43% | 19 |
|
Other funds holding MCD
YHB Investment Advisors's MCD Position: Q2 2026 in Review
YHB Investment Advisors increased its McDonald's (MCD) stake by 0.56% in Q2 2026, buying an estimated $42.4K and bringing the position to 26,517 shares worth $7.17M. The position accounts for 0.46% of the portfolio, ranked #59.
YHB Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q2 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- YHB Investment Advisors held 26,517 shares of McDonald's worth $7.17M as of Q2 2026.
- YHB Investment Advisors bought 148 McDonald's shares in Q2 2026, an estimated $42.4K.
- McDonald's made up 0.46% of YHB Investment Advisors's portfolio in Q2 2026, its #59 holding.
- YHB Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- YHB Investment Advisors's McDonald's position peaked at $11.2M in Q2 2023.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.