Pacific Sun Financial’s McDonald's MCD Stock Holding History

Pacific Sun Financial’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
2025 Q4	–	Sell	-866	Closed	-$263K	–	205
2025 Q3	$263K	Sell	866 -250	-22%	-$76.1K	0.13%	168
2025 Q2	$326K	Buy	1,116 +40	+4%	+$12.3K	0.17%	149
2025 Q1	$336K	Hold	1,076	–	–	0.19%	143
2024 Q4	$312K	Sell	1,076 -20	-2%	-$5.96K	0.17%	146
2024 Q3	$334K	Hold	1,096	–	–	0.18%	139
2024 Q2	$279K	Hold	1,096	–	–	0.17%	145
2024 Q1	$309K	Hold	1,096	–	–	0.18%	143
2023 Q4	$325K	Hold	1,096	–	–	0.21%	129
2023 Q3	$289K	Buy	1,096 +36	+3%	+$10.3K	0.2%	131
2023 Q2	$296K	Buy	+1,060	New	+$308K	0.2%	134
2022 Q4	$279K	Sell	1,060 -170	-14%	-$44.8K	0.2%	137
2022 Q3	$284K	Buy	1,230 +200	+19%	+$51.1K	0.2%	135
2022 Q2	$254K	Buy	1,030 +30	+3%	+$7.39K	0.17%	153
2022 Q1	$247K	Buy	1,000 +20	+2%	+$4.98K	0.14%	167
2021 Q4	$263K	Hold	980	–	–	0.14%	161
2021 Q3	$236K	Buy	+980	New	+$234K	0.14%	162

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Pacific Sun Financial's MCD Position: Q4 2025 in Review

Pacific Sun Financial sold out of McDonald's (MCD) in Q4 2025, closing a stake of 866 shares — an estimated $263K sold.

Pacific Sun Financial first reported a position in MCD in Q3 2021 and held it in 16 quarters. The position peaked at $336K in Q1 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Pacific Sun Financial reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Pacific Sun Financial sold 866 McDonald's shares in Q4 2025, an estimated $263K.
Pacific Sun Financial first reported a position in McDonald's in Q3 2021 and held it in 16 quarters.
Pacific Sun Financial's McDonald's position peaked at $336K in Q1 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Pacific Sun Financial's 13F filing for Q4 2025, filed 5 Feb 2026.