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Invenio Wealth Partners’s McDonald's MCD Stock Holding History

Invenio Wealth Partners’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 		– Sell
-760
Closed -$236K – 95
2026
Q1 		$236K Sell
760
-604
-44% -$192K 0.09% 80
2025
Q4 		$417K Sell
1,364
-45
-3% -$13.8K 0.15% 65
2025
Q3 		$428K Buy
1,409
+101
+8% +$30.7K 0.16% 66
2025
Q2 		$382K Buy
1,308
+32
+3% +$9.87K 0.15% 67
2025
Q1 		$399K Buy
1,276
+242
+23% +$72.4K 0.17% 59
2024
Q4 		$300K Buy
1,034
+2
+0.2% +$596 0.13% 75
2024
Q3 		$314K Buy
1,032
+18
+2% +$4.96K 0.14% 72
2024
Q2 		$258K Sell
1,014
-6
-0.6% -$1.59K 0.13% 83
2024
Q1 		$288K Buy
1,020
+148
+17% +$43K 0.16% 74
2023
Q4 		$259K Buy
+872
New +$237K 0.19% 75

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

Invenio Wealth Partners's MCD Position: Q2 2026 in Review

Invenio Wealth Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 760 shares — an estimated $236K sold.

Invenio Wealth Partners first reported a position in MCD in Q4 2023 and held it in 10 quarters. The position peaked at $428K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Invenio Wealth Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Invenio Wealth Partners sold 760 McDonald's shares in Q2 2026, an estimated $236K.
  • Invenio Wealth Partners first reported a position in McDonald's in Q4 2023 and held it in 10 quarters.
  • Invenio Wealth Partners's McDonald's position peaked at $428K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.