Cerro Pacific Wealth Advisors’s McDonald's MCD Stock Holding History

Cerro Pacific Wealth Advisors’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	$1.32M	Buy	4,895 +471	+11%	+$135K	0.3%	62
2026 Q1	$1.37M	Sell	4,424 -278	-6%	-$88.6K	0.36%	57
2025 Q4	$1.44M	Sell	4,702 -146	-3%	-$44.7K	0.39%	55
2025 Q3	$1.47M	Sell	4,848 -825	-15%	-$251K	0.4%	52
2025 Q2	$1.66M	Sell	5,673 -108	-2%	-$33.3K	0.46%	54
2025 Q1	$1.68M	Sell	5,781 -26	-0.4%	-$7.78K	0.54%	50
2024 Q4	$1.77M	Sell	5,807 -147	-2%	-$43.8K	0.59%	48
2024 Q3	$1.52M	Hold	5,954	–	–	0.57%	50
2024 Q2	$1.52M	Buy	+5,954	New	+$1.58M	0.58%	51
2023 Q1	$1.35M	Buy	4,838 +890	+23%	+$238K	0.75%	37
2022 Q4	$1.04M	Buy	3,948 +160	+4%	+$42.2K	0.55%	50
2022 Q3	$874K	Buy	3,788 +597	+19%	+$153K	0.53%	52
2022 Q2	$788K	Buy	3,191 +626	+24%	+$154K	0.49%	52
2022 Q1	$634K	Buy	2,565 +125	+5%	+$31.1K	0.39%	82
2021 Q4	$654K	Sell	2,440 -206	-8%	-$52K	0.41%	75
2021 Q3	$638K	Sell	2,646 -979	-27%	-$234K	0.46%	73
2021 Q2	$837K	Buy	+3,625	New	+$844K	0.62%	50
2020 Q4	$1.18M	Buy	+5,505	New	+$1.2M	0.7%	42

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

Cerro Pacific Wealth Advisors's MCD Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its McDonald's (MCD) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 4,895 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #62.

Cerro Pacific Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.77M in Q4 2024. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Cerro Pacific Wealth Advisors held 4,895 shares of McDonald's worth $1.32M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 471 McDonald's shares in Q2 2026, an estimated $135K.
McDonald's made up 0.3% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Cerro Pacific Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 18 quarters since.
Cerro Pacific Wealth Advisors's McDonald's position peaked at $1.77M in Q4 2024.
3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.