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

Aviso 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	$486K	Buy	1,799 +89	+5%	+$25.5K	0.17%	98
2026 Q1	$532K	Buy	1,710 +483	+39%	+$154K	0.24%	87
2025 Q4	$375K	Buy	1,227 +57	+5%	+$17.5K	0.16%	109
2025 Q3	$355K	Buy	1,170 +54	+5%	+$16.4K	0.15%	106
2025 Q2	$326K	Buy	1,116 +72	+7%	+$22.2K	0.15%	113
2025 Q1	$326K	Hold	1,044	–	–	0.17%	111
2024 Q4	$303K	Hold	1,044	–	–	0.15%	112
2024 Q3	$318K	Buy	1,044 +167	+19%	+$46K	0.17%	111
2024 Q2	$223K	Buy	877 +48	+6%	+$12.7K	0.13%	140
2024 Q1	$234K	Buy	829 +10	+1%	+$2.91K	0.15%	130
2023 Q4	$243K	Buy	+819	New	+$223K	0.18%	124

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aviso Wealth Management increased its McDonald's (MCD) stake by 5.2% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,799 shares worth $486K. The position accounts for 0.17% of the portfolio, ranked #98.

Aviso Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $532K in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Aviso Wealth Management held 1,799 shares of McDonald's worth $486K as of Q2 2026.
Aviso Wealth Management bought 89 McDonald's shares in Q2 2026, an estimated $25.5K.
McDonald's made up 0.17% of Aviso Wealth Management's portfolio in Q2 2026, its #98 holding.
Aviso Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's McDonald's position peaked at $532K in Q1 2026.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.