Pacific Asset Management’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$227K Hold
982
– – 0.11% 72
2026
Q2
$265K Buy
982
+312
+47% +$89.5K 0.13% 61
2026
Q1
$208K Hold
670
– – 0.12% 64
2025
Q4
$205K Hold
670
– – 0.12% 67
2025
Q3
$204K Buy
+670
New +$204K 0.14% 63
2025
Q2
– Sell
-670
Closed -$209K – 58
2025
Q1
$209K Buy
+670
New +$200K 0.19% 50

Other funds holding MCD

Pacific Asset Management's MCD Position: Q3 2026 in Review

Pacific Asset Management held its McDonald's (MCD) position steady in Q3 2026 at 982 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #72.

Pacific Asset Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $265K in Q2 2026. 1,379 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Pacific Asset Management held 982 shares of McDonald's worth $227K as of Q3 2026.
  • Pacific Asset Management left its McDonald's share count unchanged in Q3 2026.
  • McDonald's made up 0.11% of Pacific Asset Management's portfolio in Q3 2026, its #72 holding.
  • Pacific Asset Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
  • Pacific Asset Management's McDonald's position peaked at $265K in Q2 2026.
  • 1,379 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Pacific Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.