Valeo Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.55M | Sell |
20,516
-863
| -4% | -$247K | 0.12% | 89 |
|
|
2026
Q1 | $6.64M | Sell |
21,379
-5,757
| -21% | -$1.83M | 0.16% | 64 |
|
|
2025
Q4 | $8.29M | Sell |
27,136
-46
| -0.2% | -$14.1K | 0.18% | 58 |
|
|
2025
Q3 | $8.26M | Sell |
27,182
-580
| -2% | -$177K | 0.19% | 60 |
|
|
2025
Q2 | $8.11M | Buy |
27,762
+1,658
| +6% | +$511K | 0.2% | 56 |
|
|
2025
Q1 | $8.15M | Buy |
26,104
+664
| +3% | +$199K | 0.23% | 54 |
|
|
2024
Q4 | $7.37M | Buy |
25,440
+1,962
| +8% | +$585K | 0.21% | 54 |
|
|
2024
Q3 | $7.15M | Sell |
23,478
-1,494
| -6% | -$412K | 0.2% | 59 |
|
|
2024
Q2 | $6.36M | Sell |
24,972
-182
| -0.7% | -$48.3K | 0.2% | 62 |
|
|
2024
Q1 | $6.96M | Buy |
25,154
+158
| +0.6% | +$46K | 0.25% | 53 |
|
|
2023
Q4 | $7.41M | Buy |
24,996
+293
| +1% | +$79.7K | 0.3% | 46 |
|
|
2023
Q3 | $6.51M | Buy |
24,703
+416
| +2% | +$119K | 0.3% | 47 |
|
|
2023
Q2 | $7.25M | Buy |
24,287
+843
| +4% | +$245K | 0.33% | 42 |
|
|
2023
Q1 | $6.56M | Buy |
23,444
+1,049
| +5% | +$281K | 0.32% | 45 |
|
|
2022
Q4 | $5.9M | Buy |
22,395
+2,197
| +11% | +$580K | 0.32% | 47 |
|
|
2022
Q3 | $4.66M | Buy |
20,198
+1,059
| +6% | +$271K | 0.3% | 52 |
|
|
2022
Q2 | $4.72M | Sell |
19,139
-706
| -4% | -$174K | 0.3% | 55 |
|
|
2022
Q1 | $4.91M | Buy |
19,845
+867
| +5% | +$216K | 0.25% | 63 |
|
|
2021
Q4 | $5.09M | Buy |
18,978
+751
| +4% | +$190K | 0.28% | 54 |
|
|
2021
Q3 | $4.39M | Sell |
18,227
-473
| -3% | -$113K | 0.25% | 61 |
|
|
2021
Q2 | $4.32M | Buy |
18,700
+1,295
| +7% | +$301K | 0.26% | 59 |
|
|
2021
Q1 | $3.9M | Buy |
17,405
+2,237
| +15% | +$478K | 0.18% | 70 |
|
|
2020
Q4 | $3.25M | Buy |
15,168
+2,591
| +21% | +$563K | 0.17% | 71 |
|
|
2020
Q3 | $2.76M | Sell |
12,577
-1,257
| -9% | -$258K | 0.24% | 64 |
|
|
2020
Q2 | $2.55M | Buy |
13,834
+188
| +1% | +$34.5K | 0.23% | 65 |
|
|
2020
Q1 | $2.5M | Buy |
13,646
+307
| +2% | +$60.5K | 0.27% | 55 |
|
|
2019
Q4 | $2.64M | Buy |
13,339
+381
| +3% | +$75.6K | 0.26% | 59 |
|
|
2019
Q3 | $2.78M | Buy |
12,958
+515
| +4% | +$110K | 0.31% | 51 |
|
|
2019
Q2 | $2.58M | Buy |
12,443
+278
| +2% | +$55.1K | 0.3% | 55 |
|
|
2019
Q1 | $2.31M | Buy |
12,165
+2,003
| +20% | +$364K | 0.28% | 62 |
|
|
2018
Q4 | $1.8M | Sell |
10,162
-89
| -0.9% | -$15.8K | 0.25% | 64 |
|
|
2018
Q3 | $1.81M | Buy |
10,251
+528
| +5% | +$84.6K | 0.25% | 67 |
|
|
2018
Q2 | $1.54M | Sell |
9,723
-138
| -1% | -$22.4K | 0.22% | 81 |
|
|
2018
Q1 | $1.54M | Buy |
9,861
+306
| +3% | +$50.3K | 0.25% | 70 |
|
|
2017
Q4 | $1.65M | Sell |
9,555
-298
| -3% | -$50K | 0.27% | 67 |
|
|
2017
Q3 | $1.54M | Buy |
+9,853
| New | +$1.54M | 0.35% | 64 |
|
Other funds holding MCD
Valeo Financial Advisors's MCD Position: Q2 2026 in Review
Valeo Financial Advisors reduced its McDonald's (MCD) stake by 4% in Q2 2026, selling an estimated $247K and leaving 20,516 shares worth $5.55M. The position accounts for 0.12% of the portfolio, ranked #89.
Valeo Financial Advisors first reported a position in MCD in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.29M in Q4 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Valeo Financial Advisors held 20,516 shares of McDonald's worth $5.55M as of Q2 2026.
- Valeo Financial Advisors sold 863 McDonald's shares in Q2 2026, an estimated $247K.
- McDonald's made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #89 holding.
- Valeo Financial Advisors first reported a position in McDonald's in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's McDonald's position peaked at $8.29M in Q4 2025.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.