IWA
MCD icon

IVC Wealth Advisors’s McDonald's MCD Stock Holding History

IVC 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 		$1.21M Sell
4,466
-94
-2% -$27K 0.47% 40
2026
Q1 		$1.42M Buy
4,560
+45
+1% +$14.3K 0.62% 30
2025
Q4 		$1.38M Buy
4,515
+85
+2% +$26K 0.6% 29
2025
Q3 		$1.35M Sell
4,430
-12
-0.3% -$3.65K 0.6% 29
2025
Q2 		$1.3M Buy
4,442
+55
+1% +$17K 0.63% 33
2025
Q1 		$1.37M Buy
4,387
+58
+1% +$17.3K 0.74% 32
2024
Q4 		$1.25M Sell
4,329
-495
-10% -$148K 0.7% 32
2024
Q3 		$1.47M Sell
4,824
-186
-4% -$51.3K 0.8% 29
2024
Q2 		$1.28M Sell
5,010
-65
-1% -$17.2K 0.71% 33
2024
Q1 		$1.43M Sell
5,075
-45
-0.9% -$13.1K 0.83% 28
2023
Q4 		$1.52M Buy
5,120
+69
+1% +$18.8K 0.94% 23
2023
Q3 		$1.33M Sell
5,051
-8
-0.2% -$2.28K 0.89% 24
2023
Q2 		$1.51M Sell
5,059
-90
-2% -$26.1K 0.96% 21
2023
Q1 		$1.44M Sell
5,149
-105
-2% -$28.1K 1.02% 22
2022
Q4 		$1.38M Sell
5,254
-49
-0.9% -$12.9K 1.02% 23
2022
Q3 		$1.22M Buy
5,303
+41
+0.8% +$10.5K 0.99% 21
2022
Q2 		$1.3M Buy
5,262
+2
+0% +$493 1.01% 22
2022
Q1 		$1.3M Sell
5,260
-7
-0.1% -$1.74K 0.85% 25
2021
Q4 		$1.41M Sell
5,267
-123
-2% -$31.1K 0.91% 23
2021
Q3 		$1.3M Buy
5,390
+166
+3% +$39.6K 0.9% 26
2021
Q2 		$1.21M Sell
5,224
-43
-0.8% -$10K 0.85% 32
2021
Q1 		$1.18M Sell
5,267
-83
-2% -$17.8K 0.93% 30
2020
Q4 		$1.15M Buy
+5,350
New +$1.16M 1.1% 21

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

IVC Wealth Advisors's MCD Position: Q2 2026 in Review

IVC Wealth Advisors reduced its McDonald's (MCD) stake by 2.1% in Q2 2026, selling an estimated $27K and leaving 4,466 shares worth $1.21M. The position accounts for 0.47% of the portfolio, ranked #40.

IVC Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q4 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • IVC Wealth Advisors held 4,466 shares of McDonald's worth $1.21M as of Q2 2026.
  • IVC Wealth Advisors sold 94 McDonald's shares in Q2 2026, an estimated $27K.
  • McDonald's made up 0.47% of IVC Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • IVC Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's McDonald's position peaked at $1.52M in Q4 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.