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Sarver Vrooman Wealth Advisors’s McDonald's MCD Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$66.3K Hold
244
– – 0.04% 42
2026
Q1 		$75.8K Hold
244
– – 0.05% 35
2025
Q4 		$74.6K Sell
244
-6
-2% -$1.84K 0.05% 34
2025
Q3 		$76K Hold
250
– – 0.05% 42
2025
Q2 		$73K Hold
250
– – 0.05% 37
2025
Q1 		$78.1K Buy
+250
New +$74.8K 0.05% 53

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

Sarver Vrooman Wealth Advisors's MCD Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 244 shares worth $66.3K. The position accounts for 0.04% of the portfolio, ranked #42.

Sarver Vrooman Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $78.1K in Q1 2025. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 244 shares of McDonald's worth $66.3K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's McDonald's position peaked at $78.1K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.