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Foster Victor Wealth Advisors’s McDonald's MCD Stock Holding History

Foster Victor Wealth 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 		$410K Sell
1,523
-214
-12% -$61.4K 0.02% 196
2026
Q1 		$527K Buy
1,737
+137
+9% +$43.6K 0.03% 166
2025
Q4 		$492K Buy
1,600
+9
+0.6% +$2.76K 0.03% 163
2025
Q3 		$479K Buy
1,591
+16
+1% +$4.87K 0.03% 152
2025
Q2 		$461K Buy
1,575
+46
+3% +$14.2K 0.03% 148
2025
Q1 		$474K Buy
1,529
+732
+92% +$219K 0.04% 137
2024
Q4 		$224K Sell
797
-68
-8% -$20.3K 0.02% 179
2024
Q3 		$263K Sell
865
-41
-5% -$11.3K 0.02% 169
2024
Q2 		$233K Buy
+906
New +$240K 0.02% 177
2024
Q1 		– Sell
-713
Closed -$208K – 175
2023
Q4 		$208K Buy
+713
New +$194K 0.02% 163
2023
Q3 		– Sell
-689
Closed -$205K – 169
2023
Q2 		$205K Buy
+689
New +$200K 0.02% 154
2023
Q1 		– Sell
-889
Closed -$240K – 167
2022
Q4 		$240K Buy
+889
New +$235K 0.03% 135
2022
Q3 		– Sell
-985
Closed -$248K – 144
2022
Q2 		$248K Buy
985
+66
+7% +$16.3K 0.04% 120
2022
Q1 		$231K Sell
919
-88
-9% -$21.9K 0.03% 124
2021
Q4 		$263K Buy
1,007
+13
+1% +$3.28K 0.04% 125
2021
Q3 		$240K Buy
+994
New +$237K 0.04% 125

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

Foster Victor Wealth Advisors's MCD Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $61.4K and leaving 1,523 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #196.

Foster Victor Wealth Advisors first reported a position in MCD in Q3 2021 and has held it in 16 quarters since. The position peaked at $527K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Foster Victor Wealth Advisors held 1,523 shares of McDonald's worth $410K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 214 McDonald's shares in Q2 2026, an estimated $61.4K.
  • McDonald's made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • Foster Victor Wealth Advisors first reported a position in McDonald's in Q3 2021 and has held it in 16 quarters since.
  • Foster Victor Wealth Advisors's McDonald's position peaked at $527K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.