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Valley Brook Capital Group’s McDonald's MCD Stock Holding History

Valley Brook Capital 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 		$1.76M Sell
6,520
-275
-4% -$78.9K 1% 30
2026
Q1 		$2.11M Buy
6,795
+100
+1% +$31.9K 1.42% 20
2025
Q4 		$2.05M Sell
6,695
-60
-0.9% -$18.4K 1.35% 20
2025
Q3 		$2.05M Sell
6,755
-60
-0.9% -$18.3K 1.38% 19
2025
Q2 		$1.99M Buy
6,815
+60
+0.9% +$18.5K 1.49% 17
2025
Q1 		$2.11M Buy
6,755
+70
+1% +$20.9K 1.66% 17
2024
Q4 		$1.94M Sell
6,685
-55
-0.8% -$16.4K 1.45% 19
2024
Q3 		$2.05M Sell
6,740
-145
-2% -$40K 1.47% 16
2024
Q2 		$1.75M Buy
6,885
+110
+2% +$29.2K 1.37% 18
2024
Q1 		$1.91M Buy
6,775
+90
+1% +$26.2K 1.53% 16
2023
Q4 		$1.98M Buy
6,685
+70
+1% +$19.1K 1.73% 11
2023
Q3 		$1.74M Buy
6,615
+20
+0.3% +$5.7K 1.72% 11
2023
Q2 		$1.97M Hold
6,595
– – 1.82% 12
2023
Q1 		$1.84M Hold
6,595
– – 1.7% 12
2022
Q4 		$1.74M Buy
6,595
+75
+1% +$19.8K 1.67% 14
2022
Q3 		$1.5M Hold
6,520
– – 1.64% 14
2022
Q2 		$1.61M Buy
6,520
+50
+0.8% +$12.3K 1.66% 14
2022
Q1 		$1.6M Buy
6,470
+220
+4% +$54.8K 1.38% 17
2021
Q4 		$1.68M Hold
6,250
– – 1.45% 16
2021
Q3 		$1.51M Sell
6,250
-100
-2% -$23.9K 1.49% 15
2021
Q2 		$1.47M Buy
6,350
+46
+0.7% +$10.7K 1.4% 17
2021
Q1 		$1.41M Buy
6,304
+54
+0.9% +$11.5K 1.28% 18
2020
Q4 		$1.34M Buy
+6,250
New +$1.36M 1.33% 17

Other funds holding MCD

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Brook Capital Group's MCD Position: Q2 2026 in Review

Valley Brook Capital Group reduced its McDonald's (MCD) stake by 4% in Q2 2026, selling an estimated $78.9K and leaving 6,520 shares worth $1.76M. The position accounts for 1% of the portfolio, ranked #30.

Valley Brook Capital Group first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.11M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Valley Brook Capital Group held 6,520 shares of McDonald's worth $1.76M as of Q2 2026.
  • Valley Brook Capital Group sold 275 McDonald's shares in Q2 2026, an estimated $78.9K.
  • McDonald's made up 1% of Valley Brook Capital Group's portfolio in Q2 2026, its #30 holding.
  • Valley Brook Capital Group first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Valley Brook Capital Group's McDonald's position peaked at $2.11M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.