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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Pacific Point Advisors's MCD Position: Q1 2026 in Review

Pacific Point Advisors reduced its McDonald's (MCD) stake by 2.3% in Q1 2026, selling an estimated $7.33K and leaving 961 shares worth $299K. The position accounts for 0.16% of the portfolio, ranked #109.

Pacific Point Advisors first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $301K in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Pacific Point Advisors held 961 shares of McDonald's worth $299K as of Q1 2026.
  • Pacific Point Advisors sold 23 McDonald's shares in Q1 2026, an estimated $7.33K.
  • McDonald's made up 0.16% of Pacific Point Advisors's portfolio in Q1 2026, its #109 holding.
  • Pacific Point Advisors first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Pacific Point Advisors's McDonald's position peaked at $301K in Q4 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.