Venturi Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Sell |
4,992
-722
| -13% | -$207K | 0.05% | 182 |
|
|
2026
Q1 | $1.78M | Buy |
5,714
+484
| +9% | +$154K | 0.08% | 136 |
|
|
2025
Q4 | $1.6M | Buy |
5,230
+26
| +0.5% | +$7.96K | 0.07% | 144 |
|
|
2025
Q3 | $1.58M | Sell |
5,204
-701
| -12% | -$213K | 0.07% | 143 |
|
|
2025
Q2 | $1.73M | Buy |
5,905
+41
| +0.7% | +$12.6K | 0.09% | 137 |
|
|
2025
Q1 | $1.83M | Sell |
5,864
-4
| -0.1% | -$1.2K | 0.1% | 129 |
|
|
2024
Q4 | $1.7M | Buy |
5,868
+385
| +7% | +$115K | 0.08% | 140 |
|
|
2024
Q3 | $1.67M | Buy |
5,483
+855
| +18% | +$236K | 0.09% | 130 |
|
|
2024
Q2 | $1.18M | Sell |
4,628
-427
| -8% | -$113K | 0.07% | 160 |
|
|
2024
Q1 | $1.43M | Buy |
5,055
+138
| +3% | +$40.1K | 0.09% | 135 |
|
|
2023
Q4 | $1.46M | Sell |
4,917
-78
| -2% | -$21.2K | 0.1% | 113 |
|
|
2023
Q3 | $1.32M | Sell |
4,995
-88
| -2% | -$25.1K | 0.1% | 119 |
|
|
2023
Q2 | $1.52M | Buy |
5,083
+115
| +2% | +$33.4K | 0.12% | 93 |
|
|
2023
Q1 | $1.39M | Sell |
4,968
-535
| -10% | -$143K | 0.11% | 109 |
|
|
2022
Q4 | $1.45M | Buy |
5,503
+17
| +0.3% | +$4.49K | 0.13% | 108 |
|
|
2022
Q3 | $1.27M | Sell |
5,486
-472
| -8% | -$121K | 0.12% | 105 |
|
|
2022
Q2 | $1.47M | Buy |
5,958
+682
| +13% | +$168K | 0.13% | 97 |
|
|
2022
Q1 | $1.3M | Sell |
5,276
-8
| -0.2% | -$1.99K | 0.1% | 114 |
|
|
2021
Q4 | $1.42M | Buy |
5,284
+137
| +3% | +$34.6K | 0.11% | 116 |
|
|
2021
Q3 | $1.24M | Sell |
5,147
-724
| -12% | -$173K | 0.1% | 126 |
|
|
2021
Q2 | $1.36M | Sell |
5,871
-181
| -3% | -$42.1K | 0.12% | 116 |
|
|
2021
Q1 | $1.36M | Sell |
6,052
-770
| -11% | -$165K | 0.13% | 112 |
|
|
2020
Q4 | $1.46M | Buy |
6,822
+376
| +6% | +$81.8K | 0.15% | 96 |
|
|
2020
Q3 | $1.42M | Buy |
6,446
+1,516
| +31% | +$311K | 0.16% | 94 |
|
|
2020
Q2 | $909K | Buy |
4,930
+1,333
| +37% | +$244K | 0.12% | 110 |
|
|
2020
Q1 | $595K | Buy |
3,597
+498
| +16% | +$98.1K | 0.1% | 116 |
|
|
2019
Q4 | $612K | Buy |
3,099
+44
| +1% | +$8.73K | 0.07% | 145 |
|
|
2019
Q3 | $656K | Sell |
3,055
-33
| -1% | -$7.08K | 0.08% | 129 |
|
|
2019
Q2 | $641K | Sell |
3,088
-84
| -3% | -$16.6K | 0.09% | 129 |
|
|
2019
Q1 | $598K | Sell |
3,172
-300
| -9% | -$54.4K | 0.08% | 132 |
|
|
2018
Q4 | $607K | Buy |
+3,472
| New | +$616K | 0.1% | 127 |
|
Other funds holding MCD
Venturi Wealth Management's MCD Position: Q2 2026 in Review
Venturi Wealth Management reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $207K and leaving 4,992 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #182.
Venturi Wealth Management first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.83M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Venturi Wealth Management held 4,992 shares of McDonald's worth $1.35M as of Q2 2026.
- Venturi Wealth Management sold 722 McDonald's shares in Q2 2026, an estimated $207K.
- McDonald's made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #182 holding.
- Venturi Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
- Venturi Wealth Management's McDonald's position peaked at $1.83M in Q1 2025.
- 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.