VisionPoint Advisory Group’s McDonald's MCD Stock Holding History

VisionPoint Advisory 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	$387K	Sell	1,433 -158	-10%	-$45.3K	0.06%	301
2026 Q1	$494K	Sell	1,591 -39	-2%	-$12.4K	0.09%	222
2025 Q4	$498K	Buy	1,630 +247	+18%	+$75.7K	0.1%	211
2025 Q3	$420K	Buy	1,383 +197	+17%	+$60K	0.08%	231
2025 Q2	$347K	Buy	+1,186	New	+$366K	0.08%	244
2025 Q1	–	Sell	-747	Closed	-$219K	–	265
2024 Q4	$219K	Sell	747 -55	-7%	-$16.4K	0.07%	173
2024 Q3	$244K	Hold	802	–	–	0.08%	158
2024 Q2	$204K	Hold	802	–	–	0.07%	164
2024 Q1	$226K	Sell	802 -100	-11%	-$29.1K	0.08%	154
2023 Q4	$267K	Sell	902 -287	-24%	-$78.1K	0.1%	137
2023 Q3	$313K	Buy	1,189 +1,034	+667%	+$295K	0.13%	120
2023 Q2	$46.3K	Buy	+155	New	+$45K	0.02%	216
2021 Q1	–	Sell	-1,060	Closed	-$227K	–	139
2020 Q4	$227K	Buy	1,060 +6	+0.6%	+$1.3K	0.11%	128
2020 Q3	$231K	Sell	1,054 -312	-23%	-$64.1K	0.1%	112
2020 Q2	$271K	Sell	1,366 -691	-34%	-$127K	0.11%	92
2020 Q1	$340K	Sell	2,057 -15,174	-88%	-$2.99M	0.16%	70
2019 Q4	$3.4M	Buy	17,231 +1,108	+7%	+$220K	1.41%	15
2019 Q3	$3.41M	Buy	16,123 +768	+5%	+$165K	0.94%	12
2019 Q2	$3.19M	Sell	15,355 -998	-6%	-$198K	0.92%	12
2019 Q1	$3.1M	Buy	16,353 +625	+4%	+$113K	0.87%	17
2018 Q4	$2.79M	Buy	+15,728	New	+$2.79M	0.9%	19

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VisionPoint Advisory Group's MCD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its McDonald's (MCD) stake by 9.9% in Q2 2026, selling an estimated $45.3K and leaving 1,433 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #301.

VisionPoint Advisory Group first reported a position in MCD in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.41M in Q3 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

VisionPoint Advisory Group held 1,433 shares of McDonald's worth $387K as of Q2 2026.
VisionPoint Advisory Group sold 158 McDonald's shares in Q2 2026, an estimated $45.3K.
McDonald's made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #301 holding.
VisionPoint Advisory Group first reported a position in McDonald's in Q4 2018 and has held it in 21 quarters since.
VisionPoint Advisory Group's McDonald's position peaked at $3.41M in Q3 2019.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.