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Vision Financial Markets’s McDonald's MCD Stock Holding History

Vision Financial Markets’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 		$784K Hold
2,905
– – 0.68% 25
2026
Q1 		$903K Buy
2,905
+1
+0% +$319 0.88% 23
2025
Q4 		$888K Sell
2,904
-100
-3% -$30.6K 0.91% 20
2025
Q3 		$913K Sell
3,004
-50
-2% -$15.2K 0.78% 26
2025
Q2 		$892K Buy
3,054
+1
+0% +$308 0.84% 23
2025
Q1 		$954K Sell
3,053
-100
-3% -$29.9K 1.04% 20
2024
Q4 		$914K Buy
+3,153
New +$940K 0.98% 20

Other funds holding MCD

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vision Financial Markets's MCD Position: Q2 2026 in Review

Vision Financial Markets held its McDonald's (MCD) position steady in Q2 2026 at 2,905 shares worth $784K. The position accounts for 0.68% of the portfolio, ranked #25.

Vision Financial Markets first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q1 2025. 1,408 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Vision Financial Markets held 2,905 shares of McDonald's worth $784K as of Q2 2026.
  • Vision Financial Markets left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.68% of Vision Financial Markets's portfolio in Q2 2026, its #25 holding.
  • Vision Financial Markets first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's McDonald's position peaked at $954K in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.