KPP Advisory Services’s McDonald's MCD Stock Holding History

KPP Advisory Services’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	$1.72M	Buy	6,359 +108	+2%	+$31K	0.22%	99
2026 Q1	$1.94M	Buy	6,251 +211	+3%	+$67.2K	0.28%	83
2025 Q4	$1.85M	Buy	6,040 +144	+2%	+$44.1K	0.27%	85
2025 Q3	$1.79M	Buy	5,896 +228	+4%	+$69.4K	0.27%	87
2025 Q2	$1.66M	Buy	5,668 +38	+0.7%	+$11.7K	0.27%	82
2025 Q1	$1.76M	Buy	5,630 +1,162	+26%	+$348K	0.33%	73
2024 Q4	$1.3M	Buy	4,468 +120	+3%	+$35.8K	0.31%	78
2024 Q3	$1.32M	Sell	4,348 -339	-7%	-$93.4K	0.32%	72
2024 Q2	$1.19M	Buy	4,687 +275	+6%	+$73K	0.32%	70
2024 Q1	$1.24M	Buy	4,412 +283	+7%	+$82.3K	0.34%	64
2023 Q4	$1.22M	Buy	4,129 +302	+8%	+$82.2K	1.08%	22
2023 Q3	$1.01M	Buy	+3,827	New	+$1.09M	0.33%	63

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

KPP Advisory Services's MCD Position: Q2 2026 in Review

KPP Advisory Services increased its McDonald's (MCD) stake by 1.7% in Q2 2026, buying an estimated $31K and bringing the position to 6,359 shares worth $1.72M. The position accounts for 0.22% of the portfolio, ranked #99.

KPP Advisory Services first reported a position in MCD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

KPP Advisory Services held 6,359 shares of McDonald's worth $1.72M as of Q2 2026.
KPP Advisory Services bought 108 McDonald's shares in Q2 2026, an estimated $31K.
McDonald's made up 0.22% of KPP Advisory Services's portfolio in Q2 2026, its #99 holding.
KPP Advisory Services first reported a position in McDonald's in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's McDonald's position peaked at $1.94M in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.