Central Valley Advisors’s McDonald's MCD Stock Holding History

Central Valley Advisors’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	$2.87M	Buy	10,600 +348	+3%	+$99.8K	0.73%	35
2026 Q1	$3.19M	Buy	10,252 +1,020	+11%	+$325K	0.87%	31
2025 Q4	$2.82M	Buy	9,232 +333	+4%	+$102K	0.84%	33
2025 Q3	$2.7M	Buy	8,899 +6,289	+241%	+$1.91M	0.84%	33
2025 Q2	$763K	Sell	2,610 -101	-4%	-$31.1K	0.26%	68
2025 Q1	$847K	Sell	2,711 -999	-27%	-$299K	0.32%	63
2024 Q4	$1.08M	Buy	3,710 +3	+0.1%	+$895	0.49%	53
2024 Q3	$1.13M	Sell	3,707 -126	-3%	-$34.7K	0.64%	44
2024 Q2	$838K	Buy	3,833 +212	+6%	+$56.2K	0.36%	55
2024 Q1	$1.02M	Sell	3,621 -10	-0.3%	-$2.91K	0.53%	55
2023 Q4	$1.08M	Buy	+3,631	New	+$988K	0.63%	47

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

Central Valley Advisors's MCD Position: Q2 2026 in Review

Central Valley Advisors increased its McDonald's (MCD) stake by 3.4% in Q2 2026, buying an estimated $99.8K and bringing the position to 10,600 shares worth $2.87M. The position accounts for 0.73% of the portfolio, ranked #35.

Central Valley Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.19M in Q1 2026. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Central Valley Advisors held 10,600 shares of McDonald's worth $2.87M as of Q2 2026.
Central Valley Advisors bought 348 McDonald's shares in Q2 2026, an estimated $99.8K.
McDonald's made up 0.73% of Central Valley Advisors's portfolio in Q2 2026, its #35 holding.
Central Valley Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's McDonald's position peaked at $3.19M in Q1 2026.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.