Pacifica Partners’s McDonald's MCD Stock Holding History

Pacifica Partners’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	$146K	Hold	519	–	–	0.04%	133
2026 Q1	$161K	Hold	519	–	–	0.05%	126
2025 Q4	$157K	Sell	519 -19	-4%	-$5.82K	0.07%	108
2025 Q3	$162K	Buy	538 +13	+2%	+$3.96K	0.06%	121
2025 Q2	$153K	Hold	525	–	–	0.06%	119
2025 Q1	$167K	Buy	525 +26	+5%	+$7.78K	0.08%	109
2024 Q4	$146K	Hold	499	–	–	0.06%	118
2024 Q3	$152K	Hold	499	–	–	0.06%	123
2024 Q2	$125K	Sell	499 -5	-1%	-$1.33K	0.05%	138
2024 Q1	$140K	Hold	504	–	–	0.06%	125
2023 Q4	$144K	Buy	504 +125	+33%	+$34K	0.07%	120
2023 Q3	$95.6K	Buy	379 +20	+6%	+$5.7K	0.05%	137
2023 Q2	$107K	Hold	359	–	–	0.06%	120
2023 Q1	$101K	Hold	359	–	–	0.06%	126
2022 Q4	$95.9K	Hold	359	–	–	0.07%	123
2022 Q3	$88K	Hold	359	–	–	0.06%	129
2022 Q2	$89K	Hold	359	–	–	0.06%	137
2022 Q1	$86K	Hold	359	–	–	0.06%	135
2021 Q4	$96K	Sell	359 -8	-2%	-$2.02K	0.06%	132
2021 Q3	$90K	Hold	367	–	–	0.07%	122
2021 Q2	$85K	Buy	367 +18	+5%	+$4.19K	0.06%	114
2021 Q1	$79K	Hold	349	–	–	0.07%	114
2020 Q4	$74K	Sell	349 -28	-7%	-$6.09K	0.07%	105
2020 Q3	$83K	Sell	377 -50	-12%	-$10.3K	0.09%	92
2020 Q2	$78K	Hold	427	–	–	0.09%	97
2020 Q1	$75K	Sell	427 -20	-4%	-$3.94K	0.09%	103
2019 Q4	$88K	Buy	+447	New	+$88.7K	0.09%	104

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Pacifica Partners's MCD Position: Q2 2026 in Review

Pacifica Partners held its McDonald's (MCD) position steady in Q2 2026 at 519 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #133.

Pacifica Partners first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $167K in Q1 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pacifica Partners held 519 shares of McDonald's worth $146K as of Q2 2026.
Pacifica Partners left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.04% of Pacifica Partners's portfolio in Q2 2026, its #133 holding.
Pacifica Partners first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
Pacifica Partners's McDonald's position peaked at $167K in Q1 2025.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.