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VestGen Advisors’s McDonald's MCD Stock Holding History

VestGen Advisors’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 		$7.17M Sell
26,540
-3,645
-12% -$1.05M 0.21% 103
2026
Q1 		$8.3M Buy
30,185
+10,072
+50% +$3.21M 0.22% 98
2025
Q4 		$6.15M Sell
20,113
-8,271
-29% -$2.53M 0.26% 91
2025
Q3 		$8.63M Buy
28,384
+3,828
+16% +$1.17M 0.29% 72
2025
Q2 		$7.3M Buy
24,556
+310
+1% +$95.6K 0.29% 78
2025
Q1 		$7.57M Buy
+24,246
New +$7.25M 0.34% 63

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VestGen Advisors's MCD Position: Q2 2026 in Review

VestGen Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $1.05M and leaving 26,540 shares worth $7.17M. The position accounts for 0.21% of the portfolio, ranked #103.

VestGen Advisors first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.63M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • VestGen Advisors held 26,540 shares of McDonald's worth $7.17M as of Q2 2026.
  • VestGen Advisors sold 3,645 McDonald's shares in Q2 2026, an estimated $1.05M.
  • McDonald's made up 0.21% of VestGen Advisors's portfolio in Q2 2026, its #103 holding.
  • VestGen Advisors first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's McDonald's position peaked at $8.63M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.