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GoalVest Advisory’s McDonald's MCD Stock Holding History

GoalVest Advisory’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 		$1.53M Buy
5,676
+187
+3% +$53.6K 0.28% 46
2026
Q1 		$1.71M Sell
5,489
-593
-10% -$189K 0.33% 50
2025
Q4 		$1.86M Sell
6,082
-660
-10% -$202K 0.36% 38
2025
Q3 		$2.05M Buy
6,742
+365
+6% +$111K 0.43% 36
2025
Q2 		$1.86M Buy
6,377
+336
+6% +$104K 0.46% 35
2025
Q1 		$1.89M Buy
6,041
+756
+14% +$226K 0.52% 34
2024
Q4 		$1.53M Buy
5,285
+70
+1% +$20.9K 0.42% 38
2024
Q3 		$1.59M Buy
5,215
+311
+6% +$85.7K 0.46% 39
2024
Q2 		$1.25M Buy
4,904
+78
+2% +$20.7K 0.4% 42
2024
Q1 		$1.36M Buy
4,826
+957
+25% +$278K 0.45% 36
2023
Q4 		$1.15M Buy
3,869
+753
+24% +$205K 0.5% 29
2023
Q3 		$821K Buy
3,116
+488
+19% +$139K 0.41% 46
2023
Q2 		$784K Sell
2,628
-3,443
-57% -$1M 0.4% 51
2023
Q1 		$1.7M Sell
6,071
-2,306
-28% -$618K 0.99% 14
2022
Q4 		$2.21M Sell
8,377
-1,580
-16% -$417K 1.42% 16
2022
Q3 		$2.3M Buy
9,957
+4,653
+88% +$1.19M 1.61% 16
2022
Q2 		$1.34M Buy
5,304
+1,574
+42% +$388K 0.85% 34
2022
Q1 		$922K Buy
+3,730
New +$929K 0.52% 53
2021
Q2 		$626K Buy
2,712
+138
+5% +$32.1K 0.39% 73
2021
Q1 		$577K Sell
2,574
-1,463
-36% -$313K 0.43% 78
2020
Q4 		$866K Buy
+4,037
New +$878K 0.73% 43

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

GoalVest Advisory's MCD Position: Q2 2026 in Review

GoalVest Advisory increased its McDonald's (MCD) stake by 3.4% in Q2 2026, buying an estimated $53.6K and bringing the position to 5,676 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #46.

GoalVest Advisory first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.3M in Q3 2022. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • GoalVest Advisory held 5,676 shares of McDonald's worth $1.53M as of Q2 2026.
  • GoalVest Advisory bought 187 McDonald's shares in Q2 2026, an estimated $53.6K.
  • McDonald's made up 0.28% of GoalVest Advisory's portfolio in Q2 2026, its #46 holding.
  • GoalVest Advisory first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's McDonald's position peaked at $2.3M in Q3 2022.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.