Avestar Capital’s McDonald's MCD Stock Holding History

Avestar Capital’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	$3.16M	Buy	+11,700	New	+$3.35M	0.18%	102
2026 Q1	–	Sell	-300	Closed	-$91.7K	–	538
2025 Q4	$91.7K	Sell	300 -1,000	-77%	-$306K	0.01%	474
2025 Q3	$395K	Buy	1,300 +300	+30%	+$91.3K	0.03%	377
2025 Q2	$292K	Sell	1,000 -2,100	-68%	-$647K	0.02%	394
2025 Q1	$968K	Buy	+3,100	New	+$927K	0.08%	193
2021 Q4	–	Sell	-10,000	Closed	-$2.41M	–	475
2021 Q3	$2.41M	Buy	+10,000	New	+$2.39M	0.31%	71

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avestar Capital's MCD Position: Q2 2026 in Review

Avestar Capital increased its McDonald's (MCD) stake by 1.7% in Q2 2026, buying an estimated $33.3K and bringing the position to 6,788 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #148.

Avestar Capital first reported a position in MCD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.21M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Avestar Capital held 6,788 shares of McDonald's worth $1.83M as of Q2 2026.
Avestar Capital bought 116 McDonald's shares in Q2 2026, an estimated $33.3K.
McDonald's made up 0.1% of Avestar Capital's portfolio in Q2 2026, its #148 holding.
Avestar Capital first reported a position in McDonald's in Q4 2017 and has held it in 35 quarters since.
Avestar Capital's McDonald's position peaked at $2.21M in Q4 2025.
1,623 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.