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Mason & Associates (Virginia)’s McDonald's MCD Stock Holding History

Mason & Associates (Virginia)’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 		$446K Hold
1,649
– – 0.09% 32
2026
Q1 		$512K Buy
+1,649
New +$525K 0.12% 30
2024
Q2 		– Sell
-881
Closed -$248K – 63
2024
Q1 		$248K Buy
+881
New +$256K 0.19% 56

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Mason & Associates (Virginia)'s MCD Position: Q2 2026 in Review

Mason & Associates (Virginia) held its McDonald's (MCD) position steady in Q2 2026 at 1,649 shares worth $446K. The position accounts for 0.09% of the portfolio, ranked #32.

Mason & Associates (Virginia) first reported a position in MCD in Q1 2024 and has held it in 3 quarters since. The position peaked at $512K in Q1 2026. 895 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mason & Associates (Virginia) held 1,649 shares of McDonald's worth $446K as of Q2 2026.
  • Mason & Associates (Virginia) left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.09% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #32 holding.
  • Mason & Associates (Virginia) first reported a position in McDonald's in Q1 2024 and has held it in 3 quarters since.
  • Mason & Associates (Virginia)'s McDonald's position peaked at $512K in Q1 2026.
  • 895 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.