Kestra Investment Management’s McDonald's MCD Stock Holding History

Kestra Investment Management’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	–	Sell	-764	Closed	-$237K	–	540
2026 Q1	$237K	Buy	+764	New	+$243K	﹤0.01%	407
2025 Q3	–	Sell	-199	Closed	-$62.2K	–	779
2025 Q2	$62.2K	Hold	199	–	–	﹤0.01%	537
2025 Q1	$62.2K	Sell	199 -325	-62%	-$97.2K	﹤0.01%	451
2024 Q4	$152K	Buy	+524	New	+$156K	0.01%	395

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

Kestra Investment Management's MCD Position: Q2 2026 in Review

Kestra Investment Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 764 shares — an estimated $237K sold.

Kestra Investment Management first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $237K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Kestra Investment Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Kestra Investment Management sold 764 McDonald's shares in Q2 2026, an estimated $237K.
Kestra Investment Management first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
Kestra Investment Management's McDonald's position peaked at $237K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.