Pathstone Holdings’s McDonald's MCD Stock Holding History

Pathstone Holdings’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	$33.5M	Buy	123,424 +7,858	+7%	+$2.25M	0.1%	146
2026 Q1	$35.9M	Buy	115,566 +6,359	+6%	+$2.03M	0.14%	109
2025 Q4	$33.4M	Sell	109,207 -7,261	-6%	-$2.22M	0.13%	118
2025 Q3	$35.4M	Buy	116,468 +2,960	+3%	+$901K	0.14%	103
2025 Q2	$33.3M	Sell	113,508 -1,148	-1%	-$354K	0.13%	102
2025 Q1	$35.7M	Buy	114,656 +1,915	+2%	+$573K	0.15%	99
2024 Q4	$32.7M	Sell	112,741 -5,935	-5%	-$1.77M	0.14%	98
2024 Q3	$36.1M	Buy	118,676 +4,410	+4%	+$1.22M	0.16%	95
2024 Q2	$29.1M	Sell	114,266 -3,450	-3%	-$915K	0.13%	110
2024 Q1	$33.2M	Buy	117,716 +199	+0.2%	+$57.9K	0.15%	97
2023 Q4	$35M	Buy	+117,517	New	+$32M	0.19%	85

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Pathstone Holdings's MCD Position: Q2 2026 in Review

Pathstone Holdings increased its McDonald's (MCD) stake by 6.8% in Q2 2026, buying an estimated $2.25M and bringing the position to 123,424 shares worth $33.5M. The position accounts for 0.1% of the portfolio, ranked #146.

Pathstone Holdings first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.1M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pathstone Holdings held 123,424 shares of McDonald's worth $33.5M as of Q2 2026.
Pathstone Holdings bought 7,858 McDonald's shares in Q2 2026, an estimated $2.25M.
McDonald's made up 0.1% of Pathstone Holdings's portfolio in Q2 2026, its #146 holding.
Pathstone Holdings first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's McDonald's position peaked at $36.1M in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.