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Venturi Wealth Management’s McDonald's MCD Stock Holding History

Venturi Wealth Management’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 		$1.35M 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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. 912 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.
  • 912 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.