Vision Retirement’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$909K Sell
3,362
-513
-13% -$147K 0.22% 67
2026
Q1
$1.2M Sell
3,875
-390
-9% -$124K 0.34% 56
2025
Q4
$1.3M Buy
+4,265
New +$1.31M 0.35% 56

Other funds holding MCD

Vision Retirement's MCD Position: Q2 2026 in Review

Vision Retirement reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $147K and leaving 3,362 shares worth $909K. The position accounts for 0.22% of the portfolio, ranked #67.

Vision Retirement first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Vision Retirement held 3,362 shares of McDonald's worth $909K as of Q2 2026.
  • Vision Retirement sold 513 McDonald's shares in Q2 2026, an estimated $147K.
  • McDonald's made up 0.22% of Vision Retirement's portfolio in Q2 2026, its #67 holding.
  • Vision Retirement first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's McDonald's position peaked at $1.3M in Q4 2025.
  • 3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.