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Mitchell & Pahl Private Wealth’s McDonald's MCD Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.61M Buy
9,662
+362
+4% +$104K 0.96% 39
2026
Q1 		$2.89M Sell
9,300
-732
-7% -$233K 1.17% 29
2025
Q4 		$3.07M Buy
10,032
+41
+0.4% +$12.6K 1.27% 19
2025
Q3 		$3.04M Buy
9,991
+27
+0.3% +$8.22K 1.27% 18
2025
Q2 		$2.91M Buy
9,964
+190
+2% +$58.6K 1.29% 17
2025
Q1 		$3.05M Sell
9,774
-104
-1% -$31.1K 1.42% 15
2024
Q4 		$2.86M Buy
9,878
+450
+5% +$134K 1.34% 13
2024
Q3 		$2.87M Buy
9,428
+226
+2% +$62.3K 1.34% 16
2024
Q2 		$2.35M Buy
9,202
+1,217
+15% +$323K 1.24% 18
2024
Q1 		$2.25M Buy
7,985
+212
+3% +$61.7K 1.18% 19
2023
Q4 		$2.3M Sell
7,773
-390
-5% -$106K 1.31% 16
2023
Q3 		$2.15M Buy
8,163
+354
+5% +$101K 1.28% 19
2023
Q2 		$2.33M Buy
7,809
+122
+2% +$35.4K 1.41% 16
2023
Q1 		$2.15M Buy
7,687
+177
+2% +$47.4K 1.35% 17
2022
Q4 		$1.98M Buy
7,510
+98
+1% +$25.9K 1.3% 16
2022
Q3 		$1.71M Buy
7,412
+189
+3% +$48.3K 1.26% 18
2022
Q2 		$1.78M Buy
7,223
+201
+3% +$49.5K 1.24% 17
2022
Q1 		$1.74M Buy
7,022
+350
+5% +$87.2K 1.11% 23
2021
Q4 		$1.79M Buy
6,672
+147
+2% +$37.1K 1.15% 24
2021
Q3 		$1.57M Buy
6,525
+81
+1% +$19.3K 1.13% 26
2021
Q2 		$1.49M Buy
6,444
+132
+2% +$30.7K 1.06% 29
2021
Q1 		$1.42M Buy
6,312
+333
+6% +$71.2K 1.1% 28
2020
Q4 		$1.28M Buy
+5,979
New +$1.3M 1.08% 29

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MCD Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its McDonald's (MCD) stake by 3.9% in Q2 2026, buying an estimated $104K and bringing the position to 9,662 shares worth $2.61M. The position accounts for 0.96% of the portfolio, ranked #39.

Mitchell & Pahl Private Wealth first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.07M in Q4 2025. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 9,662 shares of McDonald's worth $2.61M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 362 McDonald's shares in Q2 2026, an estimated $104K.
  • McDonald's made up 0.96% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Mitchell & Pahl Private Wealth first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's McDonald's position peaked at $3.07M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.