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Visionary Wealth Advisors’s McDonald's MCD Stock Holding History

Visionary Wealth Advisors’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 		$9.6M Buy
35,503
+28,900
+438% +$8.29M 0.38% 75
2026
Q1 		$2.05M Sell
6,603
-180
-3% -$57.3K 0.09% 193
2025
Q4 		$2.07M Sell
6,783
-164
-2% -$50.2K 0.09% 190
2025
Q3 		$2.11M Buy
6,947
+921
+15% +$280K 0.1% 192
2025
Q2 		$1.76M Buy
6,026
+747
+14% +$230K 0.09% 206
2025
Q1 		$1.65M Buy
5,279
+86
+2% +$25.7K 0.1% 196
2024
Q4 		$1.51M Buy
5,193
+244
+5% +$72.8K 0.09% 202
2024
Q3 		$1.51M Sell
4,949
-82
-2% -$22.6K 0.09% 207
2024
Q2 		$1.28M Buy
5,031
+133
+3% +$35.3K 0.08% 223
2024
Q1 		$1.38M Sell
4,898
-54
-1% -$15.7K 0.09% 206
2023
Q4 		$1.47M Hold
4,952
– – 0.11% 192
2023
Q3 		$1.3M Sell
4,952
-75
-1% -$21.4K 0.11% 188
2023
Q2 		$1.5M Sell
5,027
-203
-4% -$59K 0.12% 169
2023
Q1 		$1.46M Buy
5,230
+133
+3% +$35.6K 0.12% 162
2022
Q4 		$1.34M Sell
5,097
-208
-4% -$54.9K 0.12% 154
2022
Q3 		$1.22M Sell
5,305
-6,186
-54% -$1.58M 0.13% 150
2022
Q2 		$2.84M Sell
11,491
-6,418
-36% -$1.58M 0.25% 100
2022
Q1 		$4.43M Buy
17,909
+1,980
+12% +$493K 0.36% 79
2021
Q4 		$4.27M Buy
15,929
+360
+2% +$90.9K 0.35% 72
2021
Q3 		$3.75M Buy
15,569
+39
+0.3% +$9.31K 0.39% 69
2021
Q2 		$3.59M Buy
15,530
+90
+0.6% +$20.9K 0.36% 72
2021
Q1 		$3.46M Sell
15,440
-1,281
-8% -$274K 0.36% 77
2020
Q4 		$3.59M Buy
16,721
+335
+2% +$72.8K 0.4% 62
2020
Q3 		$3.6M Buy
16,386
+351
+2% +$72.1K 0.51% 52
2020
Q2 		$2.96M Buy
16,035
+628
+4% +$115K 0.45% 59
2020
Q1 		$2.55M Sell
15,407
-4,188
-21% -$825K 0.48% 67
2019
Q4 		$3.87M Buy
+19,595
New +$3.89M 0.69% 45

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Visionary Wealth Advisors's MCD Position: Q2 2026 in Review

Visionary Wealth Advisors increased its McDonald's (MCD) stake by 438% in Q2 2026, buying an estimated $8.29M and bringing the position to 35,503 shares worth $9.6M. The position accounts for 0.38% of the portfolio, ranked #75.

Visionary Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Visionary Wealth Advisors held 35,503 shares of McDonald's worth $9.6M as of Q2 2026.
  • Visionary Wealth Advisors bought 28,900 McDonald's shares in Q2 2026, an estimated $8.29M.
  • McDonald's made up 0.38% of Visionary Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Visionary Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.