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Pathway Financial Advisors’s McDonald's MCD Stock Holding History

Pathway Financial 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
Q2 		– Sell
-770
Closed -$236K – 135
2026
Q1 		$236K Sell
770
-250
-25% -$79.6K 0.03% 125
2025
Q4 		$309K Hold
1,020
– – 0.04% 113
2025
Q3 		$310K Hold
1,020
– – 0.04% 110
2025
Q2 		$298K Sell
1,020
-947
-48% -$292K 0.04% 107
2025
Q1 		$614K Hold
1,967
– – 0.11% 82
2024
Q4 		$570K Buy
1,967
+387
+24% +$115K 0.13% 79
2024
Q3 		$481K Buy
1,580
+13
+0.8% +$3.58K 0.12% 93
2024
Q2 		$399K Hold
1,567
– – 0.11% 99
2024
Q1 		$442K Hold
1,567
– – 0.12% 97
2023
Q4 		$465K Hold
1,567
– – 0.13% 89
2023
Q3 		$413K Hold
1,567
– – 0.14% 76
2023
Q2 		$468K Hold
1,567
– – 0.15% 68
2023
Q1 		$438K Hold
1,567
– – 0.15% 68
2022
Q4 		$413K Sell
1,567
-33
-2% -$8.71K 0.13% 73
2022
Q3 		$369K Hold
1,600
– – 0.13% 78
2022
Q2 		$395K Buy
1,600
+103
+7% +$25.4K 0.16% 72
2022
Q1 		$370K Hold
1,497
– – 0.14% 86
2021
Q4 		$388K Buy
+1,497
New +$378K 0.14% 80
2021
Q1 		$348K Hold
1,497
– – 0.14% 82
2020
Q4 		$309K Hold
1,497
– – 0.13% 78
2020
Q3 		$329K Hold
1,497
– – 0.13% 66
2020
Q2 		$276K Sell
1,497
-250
-14% -$45.8K 0.08% 76
2020
Q1 		$280K Hold
1,747
– – 0.09% 65
2019
Q4 		$369K Buy
1,747
+486
+39% +$96.4K 0.1% 73
2019
Q3 		$244K Hold
1,261
– – 0.07% 87
2019
Q2 		$262K Sell
1,261
-300
-19% -$59.4K 0.08% 80
2019
Q1 		$296K Buy
1,561
+314
+25% +$57K 0.09% 73
2018
Q4 		$221K Hold
1,247
– – 0.12% 83
2018
Q3 		$225K Hold
1,247
– – 0.13% 83
2018
Q2 		$195K Hold
1,247
– – 0.11% 87
2018
Q1 		$195K Sell
1,247
-21
-2% -$3.46K 0.11% 88
2017
Q4 		$218K Buy
+1,268
New +$213K 0.13% 85

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Pathway Financial Advisors's MCD Position: Q2 2026 in Review

Pathway Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 770 shares — an estimated $236K sold.

Pathway Financial Advisors first reported a position in MCD in Q4 2017 and held it in 32 quarters. The position peaked at $614K in Q1 2025. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pathway Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Pathway Financial Advisors sold 770 McDonald's shares in Q2 2026, an estimated $236K.
  • Pathway Financial Advisors first reported a position in McDonald's in Q4 2017 and held it in 32 quarters.
  • Pathway Financial Advisors's McDonald's position peaked at $614K in Q1 2025.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.