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

Vista Investment Partners’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	$2.48M	Buy	9,170 +17	+0.2%	+$4.88K	0.62%	55
2026 Q1	$2.84M	Buy	9,153 +14	+0.2%	+$4.46K	0.75%	49
2025 Q4	$2.79M	Buy	9,139 +4	+0%	+$1.23K	0.73%	52
2025 Q3	$2.78M	Buy	9,135 +14	+0.2%	+$4.26K	0.77%	49
2025 Q2	$2.67M	Sell	9,121 -24	-0.3%	-$7.4K	0.77%	52
2025 Q1	$2.86M	Buy	9,145 +66	+0.7%	+$19.7K	0.87%	45
2024 Q4	$2.63M	Sell	9,079 -502	-5%	-$150K	0.82%	47
2024 Q3	$2.92M	Buy	9,581 +2	+0%	+$551	0.93%	42
2024 Q2	$2.44M	Buy	9,579 +73	+0.8%	+$19.4K	0.81%	44
2024 Q1	$2.68M	Sell	9,506 -47	-0.5%	-$13.7K	0.91%	41
2023 Q4	$2.83M	Buy	+9,553	New	+$2.6M	1.04%	38

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

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

Vista Investment Partners increased its McDonald's (MCD) stake by 0.19% in Q2 2026, buying an estimated $4.88K and bringing the position to 9,170 shares worth $2.48M. The position accounts for 0.62% of the portfolio, ranked #55.

Vista Investment Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Vista Investment Partners held 9,170 shares of McDonald's worth $2.48M as of Q2 2026.
Vista Investment Partners bought 17 McDonald's shares in Q2 2026, an estimated $4.88K.
McDonald's made up 0.62% of Vista Investment Partners's portfolio in Q2 2026, its #55 holding.
Vista Investment Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's McDonald's position peaked at $2.92M in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.