Vista Investment Partners II’s McDonald's MCD Stock Holding History

Vista Investment Partners II’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	$309K	Sell	1,339 -101	-7%	-$26.6K	0.12%	120
2026 Q2	$389K	Sell	1,440 -381	-21%	-$109K	0.15%	116
2026 Q1	$566K	Sell	1,821 -462	-20%	-$147K	0.25%	82
2025 Q4	$698K	Sell	2,283 -24	-1%	-$7.35K	0.3%	77
2025 Q3	$701K	Buy	2,307 +44	+2%	+$13.4K	0.33%	67
2025 Q2	$661K	Buy	2,263 +6	+0.3%	+$1.85K	0.32%	68
2025 Q1	$705K	Buy	2,257 +91	+4%	+$27.2K	0.39%	61
2024 Q4	$628K	Buy	+2,166	New	+$646K	0.37%	68

Other funds holding MCD

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Vista Investment Partners II's MCD Position: Q3 2026 in Review

Vista Investment Partners II reduced its McDonald's (MCD) stake by 7% in Q3 2026, selling an estimated $26.6K and leaving 1,339 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #120.

Vista Investment Partners II first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $705K in Q1 2025. 518 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Vista Investment Partners II held 1,339 shares of McDonald's worth $309K as of Q3 2026.
Vista Investment Partners II sold 101 McDonald's shares in Q3 2026, an estimated $26.6K.
McDonald's made up 0.12% of Vista Investment Partners II's portfolio in Q3 2026, its #120 holding.
Vista Investment Partners II first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
Vista Investment Partners II's McDonald's position peaked at $705K in Q1 2025.
518 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Vista Investment Partners II's 13F filing for Q3 2026, filed 15 Oct 2026.