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Avaii Wealth Management’s McDonald's MCD Stock Holding History

Avaii Wealth Management’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 		$438K Buy
1,619
+99
+7% +$28.4K 0.13% 104
2026
Q1 		$472K Sell
1,520
-98
-6% -$31.2K 0.16% 74
2025
Q4 		$494K Buy
1,618
+21
+1% +$6.43K 0.18% 75
2025
Q3 		$485K Buy
1,597
+362
+29% +$110K 0.18% 75
2025
Q2 		$361K Hold
1,235
– – 0.16% 82
2025
Q1 		$386K Buy
1,235
+11
+0.9% +$3.29K 0.21% 68
2024
Q4 		$355K Sell
1,224
-22
-2% -$6.56K 0.17% 78
2024
Q3 		$380K Sell
1,246
-28
-2% -$7.72K 0.19% 74
2024
Q2 		$325K Sell
1,274
-2
-0.2% -$531 0.18% 101
2024
Q1 		$360K Sell
1,276
-2
-0.2% -$582 0.21% 87
2023
Q4 		$379K Sell
1,278
-12
-0.9% -$3.27K 0.25% 91
2023
Q3 		$340K Sell
1,290
-58
-4% -$16.5K 0.26% 85
2023
Q2 		$402K Buy
1,348
+47
+4% +$13.7K 0.31% 77
2023
Q1 		$364K Buy
1,301
+6
+0.5% +$1.61K 0.32% 74
2022
Q4 		$341K Sell
1,295
-5
-0.4% -$1.32K 0.31% 82
2022
Q3 		$300K Buy
1,300
+40
+3% +$10.2K 0.31% 76
2022
Q2 		$311K Hold
1,260
– – 0.33% 69
2022
Q1 		$312K Sell
1,260
-16
-1% -$3.99K 0.29% 72
2021
Q4 		$342K Buy
+1,276
New +$322K 0.34% 66

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

Avaii Wealth Management's MCD Position: Q2 2026 in Review

Avaii Wealth Management increased its McDonald's (MCD) stake by 6.5% in Q2 2026, buying an estimated $28.4K and bringing the position to 1,619 shares worth $438K. The position accounts for 0.13% of the portfolio, ranked #104.

Avaii Wealth Management first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $494K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Avaii Wealth Management held 1,619 shares of McDonald's worth $438K as of Q2 2026.
  • Avaii Wealth Management bought 99 McDonald's shares in Q2 2026, an estimated $28.4K.
  • McDonald's made up 0.13% of Avaii Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Avaii Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Avaii Wealth Management's McDonald's position peaked at $494K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.