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RVW Wealth’s McDonald's MCD Stock Holding History

RVW Wealth’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 		$398K Sell
1,474
-100
-6% -$28.7K 0.03% 125
2026
Q1 		$489K Hold
1,574
– – 0.04% 112
2025
Q4 		$481K Sell
1,574
-5
-0.3% -$1.53K 0.04% 112
2025
Q3 		$480K Sell
1,579
-6
-0.4% -$1.83K 0.04% 112
2025
Q2 		$463K Sell
1,585
-119
-7% -$36.7K 0.04% 107
2025
Q1 		$532K Buy
1,704
+929
+120% +$278K 0.05% 86
2024
Q4 		$225K Buy
775
+2
+0.3% +$596 0.02% 137
2024
Q3 		$235K Buy
+773
New +$213K 0.02% 137
2024
Q2 		– Sell
-773
Closed -$218K – 156
2024
Q1 		$218K Sell
773
-2
-0.3% -$582 0.02% 138
2023
Q4 		$230K Hold
775
– – 0.03% 133
2023
Q3 		$204K Sell
775
-48
-6% -$13.7K 0.02% 136
2023
Q2 		$246K Buy
823
+11
+1% +$3.2K 0.03% 130
2023
Q1 		$227K Buy
812
+21
+3% +$5.63K 0.03% 142
2022
Q4 		$208K Buy
+791
New +$209K 0.03% 144

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

RVW Wealth's MCD Position: Q2 2026 in Review

RVW Wealth reduced its McDonald's (MCD) stake by 6.4% in Q2 2026, selling an estimated $28.7K and leaving 1,474 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #125.

RVW Wealth first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $532K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • RVW Wealth held 1,474 shares of McDonald's worth $398K as of Q2 2026.
  • RVW Wealth sold 100 McDonald's shares in Q2 2026, an estimated $28.7K.
  • McDonald's made up 0.03% of RVW Wealth's portfolio in Q2 2026, its #125 holding.
  • RVW Wealth first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • RVW Wealth's McDonald's position peaked at $532K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.