ViaWealth’s McDonald's MCD Stock Holding History

ViaWealth’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	$626K	Buy	2,316 +477	+26%	+$137K	0.31%	96
2026 Q1	$572K	Hold	1,839	–	–	0.32%	91
2025 Q4	$562K	Sell	1,839 -175	-9%	-$53.6K	0.32%	89
2025 Q3	$612K	Sell	2,014 -196	-9%	-$59.7K	0.33%	88
2025 Q2	$646K	Sell	2,210 -89	-4%	-$27.4K	0.38%	84
2025 Q1	$718K	Sell	2,299 -258	-10%	-$77.2K	0.44%	70
2024 Q4	$741K	Sell	2,557 -298	-10%	-$88.9K	0.45%	69
2024 Q3	$869K	Buy	2,855 +24	+0.8%	+$6.62K	0.51%	62
2024 Q2	$721K	Buy	2,831 +159	+6%	+$42.2K	0.45%	70
2024 Q1	$753K	Buy	2,672 +4	+0.1%	+$1.16K	0.47%	71
2023 Q4	$791K	Hold	2,668	–	–	0.54%	64
2023 Q3	$703K	Sell	2,668 -15	-0.6%	-$4.28K	0.52%	61
2023 Q2	$801K	Hold	2,683	–	–	0.6%	51
2023 Q1	$750K	Hold	2,683	–	–	0.59%	56
2022 Q4	$717K	Buy	+2,683	New	+$708K	0.59%	55

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ViaWealth's MCD Position: Q2 2026 in Review

ViaWealth increased its McDonald's (MCD) stake by 26% in Q2 2026, buying an estimated $137K and bringing the position to 2,316 shares worth $626K. The position accounts for 0.31% of the portfolio, ranked #96.

ViaWealth first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $869K in Q3 2024. 3,471 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

ViaWealth held 2,316 shares of McDonald's worth $626K as of Q2 2026.
ViaWealth bought 477 McDonald's shares in Q2 2026, an estimated $137K.
McDonald's made up 0.31% of ViaWealth's portfolio in Q2 2026, its #96 holding.
ViaWealth first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
ViaWealth's McDonald's position peaked at $869K in Q3 2024.
3,471 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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