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

Vigilare 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 		$349K Buy
1,292
+11
+0.9% +$3.15K 0.11% 89
2026
Q1 		$398K Hold
1,281
– – 0.13% 75
2025
Q4 		$392K Sell
1,281
-78
-6% -$23.9K 0.13% 79
2025
Q3 		$413K Hold
1,359
– – 0.14% 87
2025
Q2 		$397K Buy
1,359
+117
+9% +$36.1K 0.15% 79
2025
Q1 		$388K Buy
1,242
+2
+0.2% +$598 0.15% 61
2024
Q4 		$359K Buy
1,240
+4
+0.3% +$1.19K 0.15% 60
2024
Q3 		$377K Buy
1,236
+2
+0.2% +$551 0.15% 59
2024
Q2 		$315K Buy
1,234
+3
+0.2% +$796 0.14% 67
2024
Q1 		$347K Sell
1,231
-960
-44% -$279K 0.17% 62
2023
Q4 		$650K Buy
2,191
+8
+0.4% +$2.18K 0.33% 42
2023
Q3 		$575K Buy
2,183
+7
+0.3% +$2K 0.37% 39
2023
Q2 		$649K Buy
2,176
+8
+0.4% +$2.32K 0.37% 36
2023
Q1 		$606K Buy
2,168
+8
+0.4% +$2.14K 0.34% 41
2022
Q4 		$569K Buy
2,160
+7
+0.3% +$1.85K 0.33% 38
2022
Q3 		$497K Buy
2,153
+7
+0.3% +$1.79K 0.64% 42
2022
Q2 		$530K Buy
2,146
+8
+0.4% +$1.97K 0.58% 46
2022
Q1 		$529K Buy
2,138
+9
+0.4% +$2.24K 0.43% 58
2021
Q4 		$571K Buy
2,129
+7
+0.3% +$1.77K 0.34% 77
2021
Q3 		$512K Sell
2,122
-483
-19% -$115K 0.32% 91
2021
Q2 		$602K Sell
2,605
-180
-6% -$41.9K 0.37% 68
2021
Q1 		$624K Buy
2,785
+570
+26% +$122K 0.44% 61
2020
Q4 		$475K Sell
2,215
-957
-30% -$208K 0.45% 55
2020
Q3 		$696K Hold
3,172
– – 0.73% 37
2020
Q2 		$585K Sell
3,172
-475
-13% -$87.1K 0.59% 49
2020
Q1 		$603K Buy
3,647
+785
+27% +$155K 0.72% 39
2019
Q4 		$616K Buy
+2,862
New +$568K 0.41% 65

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
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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Vigilare Wealth Management's MCD Position: Q2 2026 in Review

Vigilare Wealth Management increased its McDonald's (MCD) stake by 0.86% in Q2 2026, buying an estimated $3.15K and bringing the position to 1,292 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #89.

Vigilare Wealth Management first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $696K in Q3 2020. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Vigilare Wealth Management held 1,292 shares of McDonald's worth $349K as of Q2 2026.
  • Vigilare Wealth Management bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.11% of Vigilare Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Vigilare Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Vigilare Wealth Management's McDonald's position peaked at $696K in Q3 2020.
  • 710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.