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VSM Wealth Advisory’s McDonald's MCD Stock Holding History

VSM Wealth Advisory’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 		$324K Buy
1,200
+1,138
+1,835% +$326K 0.09% 94
2026
Q1 		$20.4K Sell
62
-1,134
-95% -$361K 0.01% 292
2025
Q4 		$365K Sell
1,196
-17
-1% -$5.21K 0.11% 72
2025
Q3 		$369K Sell
1,213
-20
-2% -$6.09K 0.11% 64
2025
Q2 		$360K Buy
1,233
+24
+2% +$7.4K 0.12% 71
2025
Q1 		$378K Buy
1,209
+10
+0.8% +$2.99K 0.14% 61
2024
Q4 		$348K Buy
+1,199
New +$358K 0.12% 64

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VSM Wealth Advisory's MCD Position: Q2 2026 in Review

VSM Wealth Advisory increased its McDonald's (MCD) stake by 1,835% in Q2 2026, buying an estimated $326K and bringing the position to 1,200 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #94.

VSM Wealth Advisory first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2025. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • VSM Wealth Advisory held 1,200 shares of McDonald's worth $324K as of Q2 2026.
  • VSM Wealth Advisory bought 1,138 McDonald's shares in Q2 2026, an estimated $326K.
  • McDonald's made up 0.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #94 holding.
  • VSM Wealth Advisory first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's McDonald's position peaked at $378K in Q1 2025.
  • 3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.