Pacific Capital Wealth Advisors’s McDonald's MCD Stock Holding History

Pacific Capital Wealth Advisors’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	$204K	Sell	753 -22	-3%	-$6.31K	0.03%	89
2026 Q1	$241K	Buy	775 +15	+2%	+$4.78K	0.04%	80
2025 Q4	$232K	Sell	760 -9	-1%	-$2.76K	0.04%	72
2025 Q3	$234K	Buy	769 +9	+1%	+$2.74K	0.04%	73
2025 Q2	$223K	Sell	760 -12	-2%	-$3.7K	0.04%	72
2025 Q1	$241K	Hold	772	–	–	0.04%	75
2024 Q4	$224K	Sell	772 -6	-0.8%	-$1.79K	0.04%	74
2024 Q3	$237K	Buy	778 +6	+0.8%	+$1.65K	0.04%	74
2024 Q2	$197K	Hold	772	–	–	0.04%	72
2024 Q1	$218K	Hold	772	–	–	0.05%	60
2023 Q4	$229K	Hold	772	–	–	0.06%	58
2023 Q3	$203K	Hold	772	–	–	0.06%	64
2023 Q2	$230K	Hold	772	–	–	0.06%	61
2023 Q1	$216K	Hold	772	–	–	0.06%	79
2022 Q4	$203K	Buy	+772	New	+$204K	0.05%	84
2022 Q2	–	Sell	-812	Closed	-$201K	–	89
2022 Q1	$201K	Buy	+812	New	+$202K	0.06%	91
2020 Q4	–	Sell	-655	Closed	-$144K	–	141
2020 Q3	$144K	Buy	+655	New	+$134K	0.09%	72

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 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

Pacific Capital Wealth Advisors's MCD Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its McDonald's (MCD) stake by 2.8% in Q2 2026, selling an estimated $6.31K and leaving 753 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #89.

Pacific Capital Wealth Advisors first reported a position in MCD in Q3 2020 and has held it in 17 quarters since. The position peaked at $241K in Q1 2025. 715 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pacific Capital Wealth Advisors held 753 shares of McDonald's worth $204K as of Q2 2026.
Pacific Capital Wealth Advisors sold 22 McDonald's shares in Q2 2026, an estimated $6.31K.
McDonald's made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Pacific Capital Wealth Advisors first reported a position in McDonald's in Q3 2020 and has held it in 17 quarters since.
Pacific Capital Wealth Advisors's McDonald's position peaked at $241K in Q1 2025.
715 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.