Back to MCD
Kestra Advisory Services, LLC → MCD
Kestra Advisory Services, LLC MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
10
Latest value
$48.2M
Q3 2026
Peak value
$68.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.2M |
| Q3 2025 | $51.5M |
| Q4 2025 | $25.1M |
| Q4 2025 | $59.8M |
| Q1 2026 | $22.6M |
| Q1 2026 | $68.1M |
| Q2 2026 | $23.5M |
| Q2 2026 | $55.3M |
| Q3 2026 | $23.1M |
| Q3 2026 | $48.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $48.2M | 208.8K | — | — |
| Q3 2026 | $23.1M | 183.7K | — | — |
| Q2 2026 | $55.3M | 204.6K | — | — |
| Q2 2026 | $23.5M | 184.3K | — | — |
| Q1 2026 | $68.1M | 219.2K | — | — |
| Q1 2026 | $22.6M | 191.7K | — | — |
| Q4 2025 | $59.8M | 195.7K | — | — |
| Q4 2025 | $25.1M | 195.0K | — | — |
| Q3 2025 | $51.5M | 169.4K | — | — |
| Q3 2025 | $17.2M | 136.1K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B