Pension & Wealth Management Advisors’s McDonald's MCD Stock Holding History

Pension & Wealth Management 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	$159K	Buy	588 +28	+5%	+$8.03K	0.04%	198
2026 Q1	$174K	Hold	560	–	–	0.05%	178
2025 Q4	$171K	Sell	560 -24	-4%	-$7.35K	0.05%	180
2025 Q3	$178K	Buy	584 +1	+0.2%	+$304	0.06%	156
2025 Q2	$171K	Buy	583 +107	+22%	+$33K	0.06%	151
2025 Q1	$149K	Buy	476 +61	+15%	+$18.2K	0.06%	160
2024 Q4	$120K	Buy	415 +5	+1%	+$1.49K	0.05%	182
2024 Q3	$125K	Hold	410	–	–	0.06%	136
2024 Q2	$105K	Hold	410	–	–	0.06%	145
2024 Q1	$116K	Sell	410 -818	-67%	-$238K	0.08%	139
2023 Q4	$364K	Buy	1,228 +5	+0.4%	+$1.36K	0.23%	59
2023 Q3	$322K	Buy	1,223 +4	+0.3%	+$1.14K	0.23%	59
2023 Q2	$364K	Buy	1,219 +4	+0.3%	+$1.16K	0.27%	55
2023 Q1	$340K	Buy	1,215 +5	+0.4%	+$1.34K	0.27%	50
2022 Q4	$319K	Buy	+1,210	New	+$319K	0.27%	50

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pension & Wealth Management Advisors's MCD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its McDonald's (MCD) stake by 5% in Q2 2026, buying an estimated $8.03K and bringing the position to 588 shares worth $159K. The position accounts for 0.04% of the portfolio, ranked #198.

Pension & Wealth Management Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $364K in Q4 2023. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pension & Wealth Management Advisors held 588 shares of McDonald's worth $159K as of Q2 2026.
Pension & Wealth Management Advisors bought 28 McDonald's shares in Q2 2026, an estimated $8.03K.
McDonald's made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #198 holding.
Pension & Wealth Management Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's McDonald's position peaked at $364K in Q4 2023.
3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.