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PAX Financial Group’s McDonald's MCD Stock Holding History

PAX Financial Group’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 		$260K Buy
961
+15
+2% +$4.3K 0.04% 177
2026
Q1 		$294K Sell
946
-557
-37% -$177K 0.05% 167
2025
Q4 		$459K Sell
1,503
-1,175
-44% -$360K 0.08% 133
2025
Q3 		$814K Sell
2,678
-172
-6% -$52.4K 0.15% 98
2025
Q2 		$833K Sell
2,850
-306
-10% -$94.3K 0.16% 106
2025
Q1 		$986K Sell
3,156
-128
-4% -$38.3K 0.17% 102
2024
Q4 		$952K Buy
3,284
+2,008
+157% +$599K 0.17% 107
2024
Q3 		$389K Buy
1,276
+323
+34% +$89K 0.07% 189
2024
Q2 		$243K Buy
953
+54
+6% +$14.3K 0.05% 214
2024
Q1 		$254K Sell
899
-54
-6% -$15.7K 0.05% 205
2023
Q4 		$278K Buy
953
+157
+20% +$42.7K 0.06% 198
2023
Q3 		$210K Buy
796
+41
+5% +$11.7K 0.05% 203
2023
Q2 		$225K Buy
+755
New +$219K 0.05% 192

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAX Financial Group's MCD Position: Q2 2026 in Review

PAX Financial Group increased its McDonald's (MCD) stake by 1.6% in Q2 2026, buying an estimated $4.3K and bringing the position to 961 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #177.

PAX Financial Group first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $986K in Q1 2025. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • PAX Financial Group held 961 shares of McDonald's worth $260K as of Q2 2026.
  • PAX Financial Group bought 15 McDonald's shares in Q2 2026, an estimated $4.3K.
  • McDonald's made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #177 holding.
  • PAX Financial Group first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
  • PAX Financial Group's McDonald's position peaked at $986K in Q1 2025.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.