Optivise Advisory Services’s McDonald's MCD Stock Holding History

Optivise Advisory Services’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	$294K	Buy	1,087 +43	+4%	+$12.3K	0.15%	161
2026 Q1	$324K	Sell	1,044 -131	-11%	-$41.7K	0.2%	126
2025 Q4	$359K	Buy	1,175 +283	+32%	+$86.7K	0.21%	120
2025 Q3	$271K	Buy	892 +114	+15%	+$34.7K	0.16%	139
2025 Q2	$227K	Buy	778 +3	+0.4%	+$925	0.12%	179
2025 Q1	$242K	Buy	775 +4	+0.5%	+$1.2K	0.14%	156
2024 Q4	$224K	Buy	+771	New	+$230K	0.12%	155

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Optivise Advisory Services's MCD Position: Q2 2026 in Review

Optivise Advisory Services increased its McDonald's (MCD) stake by 4.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 1,087 shares worth $294K. The position accounts for 0.15% of the portfolio, ranked #161.

Optivise Advisory Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $359K in Q4 2025. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Optivise Advisory Services held 1,087 shares of McDonald's worth $294K as of Q2 2026.
Optivise Advisory Services bought 43 McDonald's shares in Q2 2026, an estimated $12.3K.
McDonald's made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #161 holding.
Optivise Advisory Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Optivise Advisory Services's McDonald's position peaked at $359K in Q4 2025.
1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.