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Pallas Capital Advisors’s McDonald's MCD Stock Holding History

Pallas Capital 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 		$4.97M Sell
15,999
-1,307
-8% -$416K 0.19% 104
2025
Q4 		$5.29M Buy
17,306
+1,758
+11% +$538K 0.17% 99
2025
Q3 		$4.72M Buy
15,548
+263
+2% +$80K 0.17% 99
2025
Q2 		$4.47M Sell
15,285
-99
-0.6% -$30.5K 0.17% 102
2025
Q1 		$4.81M Buy
15,384
+1,042
+7% +$312K 0.2% 102
2024
Q4 		$4.16M Sell
14,342
-109
-0.8% -$32.5K 0.18% 105
2024
Q3 		$4.36M Buy
14,451
+3,275
+29% +$903K 0.19% 104
2024
Q2 		$2.9M Buy
11,176
+367
+3% +$97.4K 0.13% 131
2024
Q1 		$3.05M Buy
10,809
+4,735
+78% +$1.38M 0.13% 125
2023
Q4 		$1.8M Sell
6,074
-2,476
-29% -$674K 0.1% 150
2023
Q3 		$2.22M Buy
8,550
+1,813
+27% +$517K 0.14% 125
2023
Q2 		$1.99M Buy
6,737
+5,511
+450% +$1.6M 0.09% 126
2023
Q1 		$359K Buy
1,226
+283
+30% +$75.8K 0.03% 204
2022
Q4 		$253K Buy
+943
New +$249K 0.03% 238
2022
Q3 		– Sell
-801
Closed -$204K – 258
2022
Q2 		$204K Sell
801
-62
-7% -$15.3K 0.03% 220
2022
Q1 		$216K Sell
863
-5,517
-86% -$1.37M 0.03% 224
2021
Q4 		$1.62M Sell
6,380
-1,235
-16% -$312K 0.2% 90
2021
Q3 		$1.91M Buy
7,615
+6,191
+435% +$1.48M 0.21% 87
2021
Q2 		$334K Buy
+1,424
New +$331K 0.05% 237

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 $147M AUM 25.76% 1-Year Est. Return

Pallas Capital Advisors's MCD Position: Q1 2026 in Review

Pallas Capital Advisors reduced its McDonald's (MCD) stake by 7.6% in Q1 2026, selling an estimated $416K and leaving 15,999 shares worth $4.97M. The position accounts for 0.19% of the portfolio, ranked #104.

Pallas Capital Advisors first reported a position in MCD in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q4 2025. 3,568 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Pallas Capital Advisors held 15,999 shares of McDonald's worth $4.97M as of Q1 2026.
  • Pallas Capital Advisors sold 1,307 McDonald's shares in Q1 2026, an estimated $416K.
  • McDonald's made up 0.19% of Pallas Capital Advisors's portfolio in Q1 2026, its #104 holding.
  • Pallas Capital Advisors first reported a position in McDonald's in Q2 2021 and has held it in 19 quarters since.
  • Pallas Capital Advisors's McDonald's position peaked at $5.29M in Q4 2025.
  • 3,568 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.