Values Added Financial’s McDonald's MCD Stock Holding History

Values Added Financial’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	$261K	Buy	967 +5	+0.5%	+$1.43K	0.09%	121
2026 Q1	$299K	Sell	962 -12	-1%	-$3.82K	0.13%	101
2025 Q4	$298K	Buy	974 +7	+0.7%	+$2.14K	0.13%	102
2025 Q3	$294K	Hold	967	–	–	0.13%	102
2025 Q2	$283K	Buy	967 +150	+18%	+$46.2K	0.14%	99
2025 Q1	$255K	Sell	817 -105	-11%	-$31.4K	0.14%	102
2024 Q4	$267K	Buy	922 +30	+3%	+$8.95K	0.15%	99
2024 Q3	$272K	Sell	892 -70	-7%	-$19.3K	0.17%	89
2024 Q2	$245K	Sell	962 -39	-4%	-$10.3K	0.18%	80
2024 Q1	$282K	Sell	1,001 -277	-22%	-$80.6K	0.22%	69
2023 Q4	$379K	Buy	1,278 +278	+28%	+$75.7K	0.31%	57
2023 Q3	$263K	Sell	1,000 -54	-5%	-$15.4K	0.24%	68
2023 Q2	$315K	Buy	+1,054	New	+$306K	0.29%	60

Other funds holding MCD

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Values Added Financial's MCD Position: Q2 2026 in Review

Values Added Financial increased its McDonald's (MCD) stake by 0.52% in Q2 2026, buying an estimated $1.43K and bringing the position to 967 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #121.

Values Added Financial first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $379K in Q4 2023. 1,500 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Values Added Financial held 967 shares of McDonald's worth $261K as of Q2 2026.
Values Added Financial bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
McDonald's made up 0.09% of Values Added Financial's portfolio in Q2 2026, its #121 holding.
Values Added Financial first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Values Added Financial's McDonald's position peaked at $379K in Q4 2023.
1,500 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.