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Virtue Capital Management’s McDonald's MCD Stock Holding History

Virtue Capital 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 		$371K Sell
1,373
-112
-8% -$32.1K 0.05% 238
2026
Q1 		$458K Buy
1,485
+329
+28% +$105K 0.07% 199
2025
Q4 		$351K Sell
1,156
-1,834
-61% -$562K 0.05% 217
2025
Q3 		$201K Buy
2,990
+1,988
+198% +$605K 0.03% 290
2025
Q2 		$293K Sell
1,002
-1,158
-54% -$357K 0.05% 206
2025
Q1 		$675K Buy
2,160
+1,131
+110% +$338K 0.08% 210
2024
Q4 		$298K Sell
1,029
-26
-2% -$7.75K 0.06% 198
2024
Q3 		$321K Sell
1,055
-152
-13% -$41.9K 0.06% 191
2024
Q2 		$310K Sell
1,207
-47
-4% -$12.5K 0.05% 283
2024
Q1 		$335K Sell
1,254
-813
-39% -$236K 0.06% 278
2023
Q4 		$597K Sell
2,067
-535
-21% -$146K 0.12% 173
2023
Q3 		$773K Hold
2,602
– – 0.13% 145
2023
Q2 		$773K Buy
2,602
+154
+6% +$44.7K 0.13% 145
2023
Q1 		$709K Buy
2,448
+214
+10% +$57.3K 0.12% 144
2022
Q4 		$589K Buy
+2,234
New +$589K 0.09% 171
2022
Q2 		– Sell
-2,912
Closed -$720K – 355
2022
Q1 		$720K Buy
2,912
+734
+34% +$183K 0.11% 222
2021
Q4 		$584K Sell
2,178
-93
-4% -$23.5K 0.09% 253
2021
Q3 		$548K Buy
+2,271
New +$542K 0.1% 233

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Virtue Capital Management's MCD Position: Q2 2026 in Review

Virtue Capital Management reduced its McDonald's (MCD) stake by 7.5% in Q2 2026, selling an estimated $32.1K and leaving 1,373 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #238.

Virtue Capital Management first reported a position in MCD in Q3 2021 and has held it in 18 quarters since. The position peaked at $773K in Q3 2023. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Virtue Capital Management held 1,373 shares of McDonald's worth $371K as of Q2 2026.
  • Virtue Capital Management sold 112 McDonald's shares in Q2 2026, an estimated $32.1K.
  • McDonald's made up 0.05% of Virtue Capital Management's portfolio in Q2 2026, its #238 holding.
  • Virtue Capital Management first reported a position in McDonald's in Q3 2021 and has held it in 18 quarters since.
  • Virtue Capital Management's McDonald's position peaked at $773K in Q3 2023.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.