Vigilare Wealth Management
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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
Q3 		$264K Sell
1,142
-150
-12% -$39.5K 0.08% 104
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vigilare Wealth Management's MCD Position: Q3 2026 in Review

Vigilare Wealth Management reduced its McDonald's (MCD) stake by 12% in Q3 2026, selling an estimated $39.5K and leaving 1,142 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #104.

Vigilare Wealth Management first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $696K in Q3 2020. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Vigilare Wealth Management held 1,142 shares of McDonald's worth $264K as of Q3 2026.
  • Vigilare Wealth Management sold 150 McDonald's shares in Q3 2026, an estimated $39.5K.
  • McDonald's made up 0.08% of Vigilare Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Vigilare Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Vigilare Wealth Management's McDonald's position peaked at $696K in Q3 2020.
  • 2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Vigilare Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.