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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vista Investment Partners II's MCD Position: Q2 2026 in Review

Vista Investment Partners II reduced its McDonald's (MCD) stake by 21% in Q2 2026, selling an estimated $109K and leaving 1,440 shares worth $389K. The position accounts for 0.15% of the portfolio, ranked #116.

Vista Investment Partners II first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q1 2025. 1,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Vista Investment Partners II held 1,440 shares of McDonald's worth $389K as of Q2 2026.
Vista Investment Partners II sold 381 McDonald's shares in Q2 2026, an estimated $109K.
McDonald's made up 0.15% of Vista Investment Partners II's portfolio in Q2 2026, its #116 holding.
Vista Investment Partners II first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's McDonald's position peaked at $705K in Q1 2025.
1,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.