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CVA Family Office’s McDonald's MCD Stock Holding History

CVA Family Office’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 		$494K Sell
1,828
-253
-12% -$72.5K 0.04% 201
2026
Q1 		$647K Buy
2,081
+302
+17% +$96.2K 0.07% 161
2025
Q4 		$544K Sell
1,779
-57
-3% -$17.5K 0.06% 161
2025
Q3 		$558K Sell
1,836
-10
-0.5% -$3.04K 0.07% 158
2025
Q2 		$539K Buy
1,846
+53
+3% +$16.3K 0.08% 156
2025
Q1 		$560K Buy
1,793
+33
+2% +$9.87K 0.09% 150
2024
Q4 		$510K Buy
1,760
+152
+9% +$45.3K 0.08% 158
2024
Q3 		$490K Sell
1,608
-11
-0.7% -$3.03K 0.08% 150
2024
Q2 		$413K Buy
1,619
+68
+4% +$18K 0.07% 160
2024
Q1 		$437K Buy
1,551
+53
+4% +$15.4K 0.08% 159
2023
Q4 		$444K Sell
1,498
-5
-0.3% -$1.36K 0.09% 143
2023
Q3 		$396K Buy
1,503
+48
+3% +$13.7K 0.09% 137
2023
Q2 		$434K Buy
1,455
+107
+8% +$31.1K 0.09% 132
2023
Q1 		$377K Buy
1,348
+50
+4% +$13.4K 0.08% 142
2022
Q4 		$342K Buy
1,298
+115
+10% +$30.3K 0.08% 142
2022
Q3 		$273K Buy
1,183
+20
+2% +$5.11K 0.07% 146
2022
Q2 		$287K Sell
1,163
-415
-26% -$102K 0.08% 129
2022
Q1 		$390K Buy
1,578
+410
+35% +$102K 0.09% 117
2021
Q4 		$313K Buy
1,168
+793
+211% +$200K 0.08% 130
2021
Q3 		$82K Sell
375
-743
-66% -$177K 0.06% 132
2021
Q2 		$258K Buy
1,118
+260
+30% +$60.5K 0.07% 136
2021
Q1 		$192K Buy
858
+480
+127% +$103K 0.07% 123
2020
Q4 		$81K Buy
378
+3
+0.8% +$652 0.05% 145
2020
Q3 		$82K Buy
375
+175
+88% +$35.9K 0.06% 132
2020
Q2 		$37K Hold
200
– – 0.03% 182
2020
Q1 		$33K Buy
+200
New +$39.4K 0.03% 169

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

CVA Family Office's MCD Position: Q2 2026 in Review

CVA Family Office reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $72.5K and leaving 1,828 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #201.

CVA Family Office first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $647K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CVA Family Office held 1,828 shares of McDonald's worth $494K as of Q2 2026.
  • CVA Family Office sold 253 McDonald's shares in Q2 2026, an estimated $72.5K.
  • McDonald's made up 0.04% of CVA Family Office's portfolio in Q2 2026, its #201 holding.
  • CVA Family Office first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's McDonald's position peaked at $647K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.