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Sound View Wealth Advisors Group’s McDonald's MCD Stock Holding History

Sound View Wealth Advisors 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
2026
Q2 		$5.32M Sell
19,677
-2,443
-11% -$701K 0.33% 73
2026
Q1 		$6.87M Sell
22,120
-338
-2% -$108K 0.47% 57
2025
Q4 		$6.86M Sell
22,458
-97
-0.4% -$29.7K 0.46% 52
2025
Q3 		$6.85M Sell
22,555
-581
-3% -$177K 0.47% 51
2025
Q2 		$6.76M Sell
23,136
-46
-0.2% -$14.2K 0.5% 51
2025
Q1 		$7.24M Sell
23,182
-1,048
-4% -$313K 0.59% 47
2024
Q4 		$7.02M Sell
24,230
-4,361
-15% -$1.3M 0.57% 45
2024
Q3 		$8.71M Buy
28,591
+2,803
+11% +$773K 0.71% 36
2024
Q2 		$6.57M Buy
25,788
+256
+1% +$67.9K 0.68% 42
2024
Q1 		$7.2M Sell
25,532
-661
-3% -$192K 0.77% 37
2023
Q4 		$7.77M Sell
26,193
-172
-0.7% -$46.8K 0.86% 30
2023
Q3 		$6.95M Buy
26,365
+1,037
+4% +$296K 0.86% 30
2023
Q2 		$7.56M Sell
25,328
-526
-2% -$153K 0.99% 24
2023
Q1 		$7.23M Sell
25,854
-339
-1% -$90.8K 0.99% 23
2022
Q4 		$7.77M Buy
26,193
+4,531
+21% +$1.2M 0.86% 30
2022
Q3 		$5M Sell
21,662
-265
-1% -$67.7K 1.12% 21
2022
Q2 		$5.41M Sell
21,927
-317
-1% -$78.1K 1.13% 24
2022
Q1 		$5.5M Sell
22,244
-359
-2% -$89.4K 1.05% 26
2021
Q4 		$6.06M Buy
22,603
+79
+0.4% +$19.9K 1.15% 21
2021
Q3 		$5.43M Sell
22,524
-408
-2% -$97.4K 1.13% 21
2021
Q2 		$5.3M Sell
22,932
-568
-2% -$132K 1.11% 21
2021
Q1 		$5.27M Sell
23,500
-300
-1% -$64.2K 1.23% 19
2020
Q4 		$5.11M Sell
23,800
-459
-2% -$99.8K 1.25% 20
2020
Q3 		$5.33M Sell
24,259
-626
-3% -$129K 1.4% 17
2020
Q2 		$4.59M Sell
24,885
-657
-3% -$120K 1.29% 19
2020
Q1 		$4.22M Sell
25,542
-132
-0.5% -$26K 1.46% 17
2019
Q4 		$5.07M Sell
25,674
-1,022
-4% -$203K 1.43% 16
2019
Q3 		$5.73M Sell
26,696
-899
-3% -$193K 1.71% 10
2019
Q2 		$5.73M Buy
+27,595
New +$5.47M 1.69% 9

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sound View Wealth Advisors Group's MCD Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its McDonald's (MCD) stake by 11% in Q2 2026, selling an estimated $701K and leaving 19,677 shares worth $5.32M. The position accounts for 0.33% of the portfolio, ranked #73.

Sound View Wealth Advisors Group first reported a position in MCD in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.71M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Sound View Wealth Advisors Group held 19,677 shares of McDonald's worth $5.32M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 2,443 McDonald's shares in Q2 2026, an estimated $701K.
  • McDonald's made up 0.33% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #73 holding.
  • Sound View Wealth Advisors Group first reported a position in McDonald's in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's McDonald's position peaked at $8.71M in Q3 2024.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.