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
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: Q2 2026 in Review

Pacific Asset Management increased its McDonald's (MCD) stake by 47% in Q2 2026, buying an estimated $89.5K and bringing the position to 982 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #61.

Pacific Asset Management first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. 3,465 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pacific Asset Management held 982 shares of McDonald's worth $265K as of Q2 2026.
  • Pacific Asset Management bought 312 McDonald's shares in Q2 2026, an estimated $89.5K.
  • McDonald's made up 0.13% of Pacific Asset Management's portfolio in Q2 2026, its #61 holding.
  • Pacific Asset Management first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • 3,465 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.