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CVFG LLC’s McDonald's MCD Stock Holding History

CVFG LLC’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 		$1.73M Sell
6,388
-8,317
-57% -$2.38M 0.18% 110
2026
Q1 		$4.57M Buy
14,705
+13,134
+836% +$4.18M 0.57% 55
2025
Q4 		$480K Sell
1,571
-12
-0.8% -$3.67K 0.33% 59
2025
Q3 		$481K Buy
1,583
+17
+1% +$5.17K 0.35% 60
2025
Q2 		$458K Sell
1,566
-278
-15% -$85.7K 0.36% 58
2025
Q1 		$576K Buy
1,844
+38
+2% +$11.4K 0.52% 46
2024
Q4 		$523K Buy
+1,806
New +$539K 0.48% 49

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

CVFG LLC's MCD Position: Q2 2026 in Review

CVFG LLC reduced its McDonald's (MCD) stake by 57% in Q2 2026, selling an estimated $2.38M and leaving 6,388 shares worth $1.73M. The position accounts for 0.18% of the portfolio, ranked #110.

CVFG LLC first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.57M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • CVFG LLC held 6,388 shares of McDonald's worth $1.73M as of Q2 2026.
  • CVFG LLC sold 8,317 McDonald's shares in Q2 2026, an estimated $2.38M.
  • McDonald's made up 0.18% of CVFG LLC's portfolio in Q2 2026, its #110 holding.
  • CVFG LLC first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's McDonald's position peaked at $4.57M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.