Veratis Advisors’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
$448K Buy
+1,658
New +$475K 0.32% 51
2025
Q4
$541K Buy
+1,655
New +$507K 0.43% 45

Other funds holding MCD

Veratis Advisors's MCD Position: Q2 2026 in Review

Veratis Advisors opened a new position in McDonald's (MCD) in Q2 2026: 1,658 shares worth $448K. The stake represents 0.32% of the portfolio and ranks #51 among its holdings. This is a return to the name: Veratis Advisors previously reported a position in MCD as recently as Q4 2025.

Veratis Advisors first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. The position peaked at $541K in Q4 2025. 3,455 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Veratis Advisors held 1,658 shares of McDonald's worth $448K as of Q2 2026.
  • McDonald's was a new Veratis Advisors position in Q2 2026.
  • McDonald's made up 0.32% of Veratis Advisors's portfolio in Q2 2026, its #51 holding.
  • Veratis Advisors first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
  • Veratis Advisors's McDonald's position peaked at $541K in Q4 2025.
  • 3,455 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Veratis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.