Q
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QVR’s McDonald's MCD Stock Holding History

QVR’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
-1,600
Closed -$497K – 86
2026
Q1 		$497K Buy
+1,600
New +$510K 0.02% 86
2023
Q1 		– Sell
-400
Closed -$105K – 100
2022
Q4 		$105K Sell
400
-10,000
-96% -$2.64M 0.01% 140
2022
Q3 		$2.4M Buy
10,400
+5,300
+104% +$1.35M 0.2% 91
2022
Q2 		$1.26M Sell
5,100
-18,600
-78% -$4.58M 0.09% 160
2022
Q1 		$5.86M Buy
+23,700
New +$5.9M 0.22% 94
2021
Q4 		– Sell
-10,000
Closed -$2.41M – 182
2021
Q3 		$2.41M Buy
10,000
+4,600
+85% +$1.1M 0.16% 96
2021
Q2 		$1.25M Buy
5,400
+4,000
+286% +$931K 0.13% 87
2021
Q1 		$314K Buy
1,400
+1,300
+1,300% +$278K 0.03% 93
2020
Q4 		$21K Buy
+100
New +$21.7K ﹤0.01% 138

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

QVR's MCD Position: Q3 2025 in Review

QVR sold out of McDonald's (MCD) in Q3 2025, closing a stake of 651 shares — an estimated $190K sold.

QVR first reported a position in MCD in Q4 2020 and held it in 6 quarters. The position peaked at $523K in Q2 2022. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • QVR reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • QVR sold 651 McDonald's shares in Q3 2025, an estimated $190K.
  • QVR first reported a position in McDonald's in Q4 2020 and held it in 6 quarters.
  • QVR's McDonald's position peaked at $523K in Q2 2022.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on QVR's 13F filing for Q3 2025, filed 27 Oct 2025.