VAG
MCD icon

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
Q3 		$228K Sell
985
-448
-31% -$118K 0.04% 413
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

VisionPoint Advisory Group's MCD Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its McDonald's (MCD) stake by 31% in Q3 2026, selling an estimated $118K and leaving 985 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #413.

VisionPoint Advisory Group first reported a position in MCD in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.41M in Q3 2019. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • VisionPoint Advisory Group held 985 shares of McDonald's worth $228K as of Q3 2026.
  • VisionPoint Advisory Group sold 448 McDonald's shares in Q3 2026, an estimated $118K.
  • McDonald's made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #413 holding.
  • VisionPoint Advisory Group first reported a position in McDonald's in Q4 2018 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's McDonald's position peaked at $3.41M in Q3 2019.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.