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Valmark Advisers’s McDonald's MCD Stock Holding History

Valmark Advisers’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 		$4.71M Buy
17,418
+170
+1% +$48.7K 0.05% 161
2026
Q1 		$5.36M Buy
17,248
+2
+0% +$637 0.06% 130
2025
Q4 		$5.27M Sell
17,246
-43
-0.2% -$13.2K 0.07% 126
2025
Q3 		$5.25M Buy
17,289
+481
+3% +$146K 0.07% 120
2025
Q2 		$4.91M Buy
16,808
+440
+3% +$136K 0.07% 114
2025
Q1 		$5.11M Sell
16,368
-70
-0.4% -$20.9K 0.08% 105
2024
Q4 		$4.77M Buy
16,438
+619
+4% +$185K 0.07% 111
2024
Q3 		$4.82M Buy
15,819
+428
+3% +$118K 0.08% 104
2024
Q2 		$3.92M Buy
15,391
+374
+2% +$99.2K 0.07% 113
2024
Q1 		$4.23M Buy
15,017
+349
+2% +$101K 0.07% 105
2023
Q4 		$4.35M Buy
14,668
+211
+1% +$57.4K 0.08% 95
2023
Q3 		$3.81M Buy
14,457
+466
+3% +$133K 0.08% 95
2023
Q2 		$4.18M Sell
13,991
-328
-2% -$95.3K 0.08% 88
2023
Q1 		$4M Sell
14,319
-285
-2% -$76.4K 0.09% 83
2022
Q4 		$3.85M Sell
14,604
-293
-2% -$77.3K 0.09% 83
2022
Q3 		$3.44M Buy
14,897
+6
+0% +$1.53K 0.07% 81
2022
Q2 		$3.68M Buy
14,891
+640
+4% +$158K 0.07% 81
2022
Q1 		$3.52M Buy
14,251
+452
+3% +$113K 0.06% 86
2021
Q4 		$3.7M Sell
13,799
-530
-4% -$134K 0.06% 84
2021
Q3 		$3.46M Sell
14,329
-60
-0.4% -$14.3K 0.06% 83
2021
Q2 		$3.32M Buy
14,389
+816
+6% +$190K 0.06% 86
2021
Q1 		$3.04M Buy
13,573
+1,348
+11% +$288K 0.06% 85
2020
Q4 		$2.62M Buy
12,225
+6,414
+110% +$1.39M 0.05% 83
2020
Q3 		$1.28M Buy
5,811
+222
+4% +$45.6K 0.03% 116
2020
Q2 		$1.03M Buy
5,589
+78
+1% +$14.3K 0.02% 113
2020
Q1 		$911K Buy
5,511
+403
+8% +$79.4K 0.02% 102
2019
Q4 		$1.01M Sell
5,108
-660
-11% -$131K 0.02% 98
2019
Q3 		$1.24M Buy
5,768
+269
+5% +$57.7K 0.03% 87
2019
Q2 		$1.14M Buy
5,499
+65
+1% +$12.9K 0.03% 91
2019
Q1 		$1.03M Hold
5,434
– – 0.02% 95
2018
Q4 		$965K Sell
5,434
-100
-2% -$17.7K 0.02% 89
2018
Q3 		$926K Sell
5,534
-110
-2% -$17.6K 0.02% 92
2018
Q2 		$884K Sell
5,644
-131
-2% -$21.2K 0.02% 86
2018
Q1 		$903K Sell
5,775
-272
-4% -$44.7K 0.02% 83
2017
Q4 		$1.04M Buy
6,047
+3,553
+142% +$597K 0.02% 78
2017
Q3 		$391K Buy
2,494
+113
+5% +$17.7K 0.01% 56
2017
Q2 		$365K Buy
2,381
+8
+0.3% +$1.16K 0.01% 57
2017
Q1 		$308K Sell
2,373
-100
-4% -$12.5K 0.01% 58
2016
Q4 		$301K Buy
2,473
+100
+4% +$11.7K 0.01% 61
2016
Q3 		$274K Sell
2,373
-72
-3% -$8.53K 0.01% 67
2016
Q2 		$294K Hold
2,445
– – 0.01% 57
2016
Q1 		$307K Hold
2,445
– – 0.01% 55
2015
Q4 		$289K Hold
2,445
– – 0.01% 57
2015
Q3 		$241K Sell
2,445
-61
-2% -$5.94K 0.01% 54
2015
Q2 		$238K Hold
2,506
– – 0.01% 56
2015
Q1 		$244K Buy
+2,506
New +$238K 0.01% 55

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

Valmark Advisers's MCD Position: Q2 2026 in Review

Valmark Advisers increased its McDonald's (MCD) stake by 0.99% in Q2 2026, buying an estimated $48.7K and bringing the position to 17,418 shares worth $4.71M. The position accounts for 0.05% of the portfolio, ranked #161.

Valmark Advisers first reported a position in MCD in Q1 2015 and has held it in 46 quarters since. The position peaked at $5.36M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Valmark Advisers held 17,418 shares of McDonald's worth $4.71M as of Q2 2026.
  • Valmark Advisers bought 170 McDonald's shares in Q2 2026, an estimated $48.7K.
  • McDonald's made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #161 holding.
  • Valmark Advisers first reported a position in McDonald's in Q1 2015 and has held it in 46 quarters since.
  • Valmark Advisers's McDonald's position peaked at $5.36M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.