Oliver Lagore Vanvalin Investment Group’s McDonald's MCD Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$471K	Buy	+1,508	New	+$465K	0.18%	95
2024 Q4	$437K	Hold	1,508	–	–	0.11%	92
2024 Q3	$459K	Hold	1,508	–	–	0.12%	89
2024 Q2	$384K	Hold	1,508	–	–	0.11%	91
2024 Q1	$425K	Hold	1,508	–	–	0.12%	96
2023 Q4	$447K	Buy	1,508 +9	+0.6%	+$2.45K	0.17%	84
2023 Q3	$395K	Sell	1,499 -3	-0.2%	-$856	0.16%	94
2023 Q2	$448K	Hold	1,502	–	–	0.16%	89
2023 Q1	$420K	Buy	1,502 +768	+105%	+$206K	0.18%	63
2022 Q4	$193K	Buy	734 +134	+22%	+$35.4K	0.11%	91
2022 Q3	$138K	Hold	600	–	–	0.09%	101
2022 Q2	$148K	Hold	600	–	–	0.09%	106
2022 Q1	$148K	Buy	+600	New	+$149K	0.1%	108

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MCD Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in McDonald's (MCD) in Q2 2025: 1,508 shares worth $471K. The stake represents 0.18% of the portfolio and ranks #95 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in MCD as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in MCD in Q1 2022 and has held it in 13 quarters since. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,508 shares of McDonald's worth $471K as of Q2 2025.
McDonald's was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
McDonald's made up 0.18% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #95 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in McDonald's in Q1 2022 and has held it in 13 quarters since.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.