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Valued Wealth Advisors’s McDonald's MCD Stock Holding History

Valued Wealth 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
2026
Q2 		$20.7K Hold
76
– – 0.01% 197
2026
Q1 		$23.5K Buy
76
+18
+31% +$5.73K 0.01% 161
2025
Q4 		$17.9K Buy
58
+4
+7% +$1.23K 0.01% 171
2025
Q3 		$16.5K Sell
54
-5
-8% -$1.52K 0.01% 173
2025
Q2 		$17.3K Buy
59
+5
+9% +$1.54K 0.01% 159
2025
Q1 		$16.9K Hold
54
– – 0.01% 169
2024
Q4 		$15.7K Buy
54
+7
+15% +$2.09K 0.01% 179
2024
Q3 		$14.3K Sell
47
-1
-2% -$276 0.01% 183
2024
Q2 		$12.2K Buy
48
+3
+7% +$796 0.01% 178
2024
Q1 		$12.7K Buy
45
+15
+50% +$4.36K 0.01% 160
2023
Q4 		$7.9K Buy
+30
New +$8.16K 0.01% 144

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

Valued Wealth Advisors's MCD Position: Q2 2026 in Review

Valued Wealth Advisors held its McDonald's (MCD) position steady in Q2 2026 at 76 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #197.

Valued Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.5K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Valued Wealth Advisors held 76 shares of McDonald's worth $20.7K as of Q2 2026.
  • Valued Wealth Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • Valued Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's McDonald's position peaked at $23.5K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.