Verus Financial Partners’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 | – | Sell |
-1,222
| Closed | -$375K | – | 129 |
|
|
2026
Q1 | $375K | Sell |
1,222
-18
| -1% | -$5.73K | 0.03% | 90 |
|
|
2025
Q4 | $388K | Sell |
1,240
-400
| -24% | -$123K | 0.04% | 84 |
|
|
2025
Q3 | $498K | Buy |
1,640
+600
| +58% | +$183K | 0.05% | 69 |
|
|
2025
Q2 | $305K | Buy |
1,040
+85
| +9% | +$26.2K | 0.03% | 89 |
|
|
2025
Q1 | $299K | Hold |
955
| – | – | 0.03% | 78 |
|
|
2024
Q4 | $270K | Sell |
955
-4
| -0.4% | -$1.19K | 0.03% | 82 |
|
|
2024
Q3 | $291K | Sell |
959
-146
| -13% | -$40.2K | 0.03% | 84 |
|
|
2024
Q2 | $282K | Hold |
1,105
| – | – | 0.03% | 79 |
|
|
2024
Q1 | $312K | Hold |
1,105
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $323K | Sell |
1,105
-125
| -10% | -$34K | 0.04% | 73 |
|
|
2023
Q3 | $305K | Hold |
1,230
| – | – | 0.04% | 76 |
|
|
2023
Q2 | $360K | Sell |
1,230
-42
| -3% | -$12.2K | 0.05% | 68 |
|
|
2023
Q1 | $376K | Sell |
1,272
-57
| -4% | -$15.3K | 0.05% | 65 |
|
|
2022
Q4 | $355K | Sell |
1,329
-456
| -26% | -$120K | 0.05% | 67 |
|
|
2022
Q3 | $445K | Sell |
1,785
-247
| -12% | -$63.1K | 0.07% | 60 |
|
|
2022
Q2 | $515K | Buy |
2,032
+67
| +3% | +$16.5K | 0.07% | 53 |
|
|
2022
Q1 | $490K | Sell |
1,965
-279
| -12% | -$69.5K | 0.07% | 50 |
|
|
2021
Q4 | $602K | Sell |
2,244
-50
| -2% | -$12.6K | 0.08% | 46 |
|
|
2021
Q3 | $556K | Buy |
2,294
+103
| +5% | +$24.6K | 0.08% | 47 |
|
|
2021
Q2 | $513K | Buy |
2,191
+16
| +0.7% | +$3.72K | 0.08% | 47 |
|
|
2021
Q1 | $506K | Hold |
2,175
| – | – | 0.08% | 46 |
|
|
2020
Q4 | $467K | Sell |
2,175
-1,414
| -39% | -$307K | 0.08% | 45 |
|
|
2020
Q3 | $788K | Buy |
3,589
+1,388
| +63% | +$285K | 0.29% | 68 |
|
|
2020
Q2 | $406K | Hold |
2,201
| – | – | 0.09% | 42 |
|
|
2020
Q1 | $364K | Sell |
2,201
-24
| -1% | -$4.73K | 0.11% | 44 |
|
|
2019
Q4 | $440K | Sell |
2,225
-16
| -0.7% | -$3.17K | 0.13% | 41 |
|
|
2019
Q3 | $481K | Buy |
2,241
+882
| +65% | +$189K | 0.16% | 33 |
|
|
2019
Q2 | $282K | Buy |
1,359
+156
| +13% | +$30.9K | 0.09% | 46 |
|
|
2019
Q1 | $228K | Buy |
+1,203
| New | +$218K | 0.08% | 47 |
|
Other funds holding MCD
Verus Financial Partners's MCD Position: Q2 2026 in Review
Verus Financial Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 1,222 shares — an estimated $375K sold.
Verus Financial Partners first reported a position in MCD in Q1 2019 and held it in 29 quarters. The position peaked at $788K in Q3 2020. 3,475 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Verus Financial Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
- Verus Financial Partners sold 1,222 McDonald's shares in Q2 2026, an estimated $375K.
- Verus Financial Partners first reported a position in McDonald's in Q1 2019 and held it in 29 quarters.
- Verus Financial Partners's McDonald's position peaked at $788K in Q3 2020.
- 3,475 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.