PPA
MCD icon

Pacific Point Advisors’s McDonald's MCD Stock Holding History

Pacific Point 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 		$249K Sell
920
-41
-4% -$11.8K 0.11% 116
2026
Q1 		$299K Sell
961
-23
-2% -$7.33K 0.16% 109
2025
Q4 		$301K Buy
984
+230
+31% +$70.4K 0.16% 119
2025
Q3 		$229K Buy
754
+46
+6% +$14K 0.13% 113
2025
Q2 		$207K Sell
708
-11
-2% -$3.39K 0.11% 113
2025
Q1 		$224K Hold
719
– – 0.12% 111
2024
Q4 		$208K Buy
+719
New +$214K 0.13% 112

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pacific Point Advisors's MCD Position: Q2 2026 in Review

Pacific Point Advisors reduced its McDonald's (MCD) stake by 4.3% in Q2 2026, selling an estimated $11.8K and leaving 920 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #116.

Pacific Point Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $301K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pacific Point Advisors held 920 shares of McDonald's worth $249K as of Q2 2026.
  • Pacific Point Advisors sold 41 McDonald's shares in Q2 2026, an estimated $11.8K.
  • McDonald's made up 0.11% of Pacific Point Advisors's portfolio in Q2 2026, its #116 holding.
  • Pacific Point Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Pacific Point Advisors's McDonald's position peaked at $301K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.