First Pacific Financial’s McDonald's MCD Stock Holding History

First Pacific Financial’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	$143K	Sell	528 -38	-7%	-$10.9K	0.02%	192
2026 Q1	$176K	Sell	566 -27	-5%	-$8.6K	0.02%	172
2025 Q4	$181K	Buy	593 +4	+0.7%	+$1.23K	0.02%	173
2025 Q3	$179K	Buy	589 +3	+0.5%	+$913	0.02%	171
2025 Q2	$171K	Buy	586 +218	+59%	+$67.2K	0.03%	174
2025 Q1	$115K	Buy	368 +68	+23%	+$20.3K	0.02%	159
2024 Q4	$87K	Hold	300	–	–	0.02%	181
2024 Q3	$91.4K	Hold	300	–	–	0.02%	168
2024 Q2	$76.5K	Sell	300 -14	-4%	-$3.71K	0.02%	160
2024 Q1	$88.5K	Buy	314 +14	+5%	+$4.07K	0.02%	152
2023 Q4	$89K	Hold	300	–	–	0.03%	150
2023 Q3	$79K	Sell	300 -200	-40%	-$57K	0.04%	135
2023 Q2	$149K	Buy	+500	New	+$145K	0.06%	109

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

First Pacific Financial's MCD Position: Q2 2026 in Review

First Pacific Financial reduced its McDonald's (MCD) stake by 6.7% in Q2 2026, selling an estimated $10.9K and leaving 528 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #192.

First Pacific Financial first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $181K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First Pacific Financial held 528 shares of McDonald's worth $143K as of Q2 2026.
First Pacific Financial sold 38 McDonald's shares in Q2 2026, an estimated $10.9K.
McDonald's made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #192 holding.
First Pacific Financial first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
First Pacific Financial's McDonald's position peaked at $181K in Q4 2025.
1,352 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.