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Valicenti Advisory Services’s McDonald's MCD Stock Holding History

Valicenti Advisory Services’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 		$6.83M Buy
25,250
+12,349
+96% +$3.54M 1.29% 22
2026
Q1 		$4.01M Buy
12,901
+130
+1% +$41.4K 0.87% 33
2025
Q4 		$3.9M Buy
12,771
+712
+6% +$218K 0.82% 30
2025
Q3 		$3.67M Buy
12,059
+17
+0.1% +$5.17K 0.79% 37
2025
Q2 		$3.52M Buy
12,042
+105
+0.9% +$32.4K 0.82% 38
2025
Q1 		$3.73M Buy
11,937
+181
+2% +$54.1K 0.96% 31
2024
Q4 		$3.41M Buy
11,756
+77
+0.7% +$23K 0.85% 33
2024
Q3 		$3.56M Buy
11,679
+2,547
+28% +$702K 0.91% 30
2024
Q2 		$2.33M Buy
9,132
+1,011
+12% +$268K 0.62% 38
2024
Q1 		$2.29M Buy
8,121
+501
+7% +$146K 0.64% 38
2023
Q4 		$2.26M Buy
+7,620
New +$2.07M 0.69% 38
2013
Q3 		– Sell
-18,417
Closed -$1.82M – 57
2013
Q2 		$1.82M Buy
+18,417
New +$1.84M 1.31% 34

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

Valicenti Advisory Services's MCD Position: Q2 2026 in Review

Valicenti Advisory Services increased its McDonald's (MCD) stake by 96% in Q2 2026, buying an estimated $3.54M and bringing the position to 25,250 shares worth $6.83M. The position accounts for 1.29% of the portfolio, ranked #22.

Valicenti Advisory Services first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Valicenti Advisory Services held 25,250 shares of McDonald's worth $6.83M as of Q2 2026.
  • Valicenti Advisory Services bought 12,349 McDonald's shares in Q2 2026, an estimated $3.54M.
  • McDonald's made up 1.29% of Valicenti Advisory Services's portfolio in Q2 2026, its #22 holding.
  • Valicenti Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.