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Aventura Private Wealth’s McDonald's MCD Stock Holding History

Aventura Private Wealth’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 		$1.13M Buy
4,193
+146
+4% +$41.9K 0.35% 57
2026
Q1 		$1.26M Sell
4,047
-181
-4% -$57.7K 0.46% 45
2025
Q4 		$1.29M Sell
4,228
-332
-7% -$102K 0.46% 40
2025
Q3 		$1.39M Buy
4,560
+56
+1% +$17K 0.51% 39
2025
Q2 		$1.32M Sell
4,504
-497
-10% -$153K 0.57% 38
2025
Q1 		$1.56M Buy
5,001
+322
+7% +$96.3K 0.82% 21
2024
Q4 		$1.36M Buy
+4,679
New +$1.4M 0.73% 27

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

Aventura Private Wealth's MCD Position: Q2 2026 in Review

Aventura Private Wealth increased its McDonald's (MCD) stake by 3.6% in Q2 2026, buying an estimated $41.9K and bringing the position to 4,193 shares worth $1.13M. The position accounts for 0.35% of the portfolio, ranked #57.

Aventura Private Wealth first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Aventura Private Wealth held 4,193 shares of McDonald's worth $1.13M as of Q2 2026.
  • Aventura Private Wealth bought 146 McDonald's shares in Q2 2026, an estimated $41.9K.
  • McDonald's made up 0.35% of Aventura Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Aventura Private Wealth first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's McDonald's position peaked at $1.56M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.