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Avion Wealth’s McDonald's MCD Stock Holding History

Avion 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 		$220K Buy
815
+19
+2% +$5.45K 0.04% 113
2026
Q1 		$247K Buy
796
+152
+24% +$48.4K 0.05% 87
2025
Q4 		$196K Sell
644
-220
-25% -$67.4K 0.04% 105
2025
Q3 		$262K Buy
864
+22
+3% +$6.7K 0.06% 82
2025
Q2 		$246K Buy
842
+161
+24% +$49.6K 0.06% 79
2025
Q1 		$197K Buy
681
+74
+12% +$22.1K 0.05% 85
2024
Q4 		$175K Buy
607
+210
+53% +$62.6K 0.05% 90
2024
Q3 		$120K Buy
397
+14
+4% +$3.86K 0.03% 109
2024
Q2 		$97K Sell
383
-3
-0.8% -$796 0.03% 119
2024
Q1 		$109K Buy
386
+1
+0.3% +$291 0.03% 112
2023
Q4 		$114K Buy
385
+15
+4% +$4.08K 0.03% 105
2023
Q3 		$96K Buy
370
+1
+0.3% +$285 0.03% 106
2023
Q2 		$109K Buy
369
+101
+38% +$29.3K 0.03% 109
2023
Q1 		$70K Buy
268
+6
+2% +$1.61K 0.02% 126
2022
Q4 		$60K Hold
262
– – 0.02% 133
2022
Q3 		$60K Hold
262
– – 0.02% 133
2022
Q2 		$65K Hold
262
– – 0.02% 118
2022
Q1 		$65K Hold
262
– – 0.02% 112
2021
Q4 		$70K Sell
262
-61
-19% -$15.4K 0.02% 107
2021
Q3 		$78K Buy
323
+1
+0.3% +$239 0.02% 94
2021
Q2 		$74K Hold
322
– – 0.02% 102
2021
Q1 		$72K Hold
322
– – 0.03% 100
2020
Q4 		$69K Hold
322
– – 0.02% 102
2020
Q3 		$71K Hold
322
– – 0.02% 74
2020
Q2 		$59K Hold
322
– – 0.02% 79
2020
Q1 		$53K Buy
+322
New +$63.4K 0.02% 79

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

Avion Wealth's MCD Position: Q2 2026 in Review

Avion Wealth increased its McDonald's (MCD) stake by 2.4% in Q2 2026, buying an estimated $5.45K and bringing the position to 815 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #113.

Avion Wealth first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $262K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Avion Wealth held 815 shares of McDonald's worth $220K as of Q2 2026.
  • Avion Wealth bought 19 McDonald's shares in Q2 2026, an estimated $5.45K.
  • McDonald's made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #113 holding.
  • Avion Wealth first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's McDonald's position peaked at $262K in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.