PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s McDonald's MCD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$159K	Buy	588 +28	+5%	+$8.03K	0.04%	198
2026 Q1	$174K	Hold	560	–	–	0.05%	178
2025 Q4	$171K	Sell	560 -24	-4%	-$7.35K	0.05%	180
2025 Q3	$178K	Buy	584 +1	+0.2%	+$304	0.06%	156
2025 Q2	$171K	Buy	583 +107	+22%	+$33K	0.06%	151
2025 Q1	$149K	Buy	476 +61	+15%	+$18.2K	0.06%	160
2024 Q4	$120K	Buy	415 +5	+1%	+$1.49K	0.05%	182
2024 Q3	$125K	Hold	410	–	–	0.06%	136
2024 Q2	$105K	Hold	410	–	–	0.06%	145
2024 Q1	$116K	Sell	410 -818	-67%	-$238K	0.08%	139
2023 Q4	$364K	Buy	1,228 +5	+0.4%	+$1.36K	0.23%	59
2023 Q3	$322K	Buy	1,223 +4	+0.3%	+$1.14K	0.23%	59
2023 Q2	$364K	Buy	1,219 +4	+0.3%	+$1.16K	0.27%	55
2023 Q1	$340K	Buy	1,215 +5	+0.4%	+$1.34K	0.27%	50
2022 Q4	$319K	Buy	+1,210	New	+$319K	0.27%	50

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MCD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its McDonald's (MCD) stake by 5% in Q2 2026, buying an estimated $8.03K and bringing the position to 588 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #198.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $364K in Q4 2023. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 588 shares of McDonald's worth $159K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
McDonald's made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #198 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s McDonald's position peaked at $364K in Q4 2023.
2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.