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Valeo Financial Advisors’s McDonald's MCD Stock Holding History

Valeo Financial 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
2025
Q3 		– Sell
-100
Closed -$29.2K – 867
2025
Q2 		$29.2K Buy
+100
New +$30.8K ﹤0.01% 762
2017
Q4 		– Sell
-200
Closed -$31K – 1411
2017
Q3 		$31K Buy
+200
New +$31.3K 0.01% 490

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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. 1,500 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.
  • 1,500 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.