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Virginia Wealth Management Group’s McDonald's MCD Stock Holding History

Virginia Wealth Management Group’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 		$3.68M Buy
13,620
+220
+2% +$63.1K 1.83% 32
2026
Q1 		$4.16M Buy
13,400
+345
+3% +$110K 2.23% 25
2025
Q4 		$3.99M Buy
13,055
+126
+1% +$38.6K 2.33% 22
2025
Q3 		$3.93M Buy
12,929
+194
+2% +$59K 2.26% 25
2025
Q2 		$3.72M Sell
12,735
-134
-1% -$41.3K 2.26% 23
2025
Q1 		$4.02M Sell
12,869
-930
-7% -$278K 2.48% 21
2024
Q4 		$4M Buy
13,799
+86
+0.6% +$25.6K 2.48% 18
2024
Q3 		$4.18M Buy
13,713
+3,153
+30% +$869K 2.62% 16
2024
Q2 		$2.69M Sell
10,560
-53
-0.5% -$14.1K 2.21% 25
2024
Q1 		$2.99M Buy
10,613
+20
+0.2% +$5.82K 2.44% 21
2023
Q4 		$3.14M Sell
10,593
-6,232
-37% -$1.7M 2.75% 13
2023
Q3 		$4.43M Buy
16,825
+83
+0.5% +$23.7K 3% 3
2023
Q2 		$5M Sell
16,742
-1,329
-7% -$386K 3.43% 3
2023
Q1 		$5.05M Buy
18,071
+183
+1% +$49K 3.47% 3
2022
Q4 		$4.71M Buy
17,888
+405
+2% +$107K 3.27% 2
2022
Q3 		$4.03M Buy
17,483
+5,898
+51% +$1.51M 3.01% 3
2022
Q2 		$2.86M Buy
11,585
+169
+1% +$41.6K 2.75% 8
2022
Q1 		$2.88M Buy
11,416
+522
+5% +$130K 2.58% 10
2021
Q4 		$2.92M Buy
+10,894
New +$2.75M 2.63% 9

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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Virginia Wealth Management Group's MCD Position: Q2 2026 in Review

Virginia Wealth Management Group increased its McDonald's (MCD) stake by 1.6% in Q2 2026, buying an estimated $63.1K and bringing the position to 13,620 shares worth $3.68M. The position accounts for 1.83% of the portfolio, ranked #32.

Virginia Wealth Management Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.05M in Q1 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Virginia Wealth Management Group held 13,620 shares of McDonald's worth $3.68M as of Q2 2026.
  • Virginia Wealth Management Group bought 220 McDonald's shares in Q2 2026, an estimated $63.1K.
  • McDonald's made up 1.83% of Virginia Wealth Management Group's portfolio in Q2 2026, its #32 holding.
  • Virginia Wealth Management Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's McDonald's position peaked at $5.05M in Q1 2023.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.