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Petix & Botte Financial’s McDonald's MCD Stock Holding History

Petix & Botte Financial’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 		$1.36M Buy
5,018
+2,509
+100% +$719K 0.27% 56
2026
Q1 		$1.56M Sell
2,509
-2,509
-50% -$799K 0.35% 48
2025
Q4 		$1.53M Hold
5,018
– – 0.35% 47
2025
Q3 		$1.52M Buy
5,018
+62
+1% +$18.9K 0.35% 46
2025
Q2 		$1.45M Hold
4,956
– – 0.36% 48
2025
Q1 		$1.55M Hold
4,956
– – 0.41% 43
2024
Q4 		$1.44M Hold
4,956
– – 0.38% 47
2024
Q3 		$1.51M Hold
4,956
– – 0.4% 37
2024
Q2 		$1.26M Buy
4,956
+2,478
+100% +$657K 0.36% 42
2024
Q1 		$699K Sell
2,478
-2,478
-50% -$721K 0.17% 81
2023
Q4 		$1.47M Hold
4,956
– – 0.43% 36
2023
Q3 		$1.31M Sell
4,956
-18
-0.4% -$5.13K 0.41% 38
2023
Q2 		$1.48M Buy
4,974
+2,487
+100% +$723K 0.46% 36
2023
Q1 		$695K Buy
+2,487
New +$666K 0.47% 40
2022
Q3 		$574K Buy
2,487
+16
+0.6% +$4.09K 0.44% 40
2022
Q2 		$610K Sell
2,471
-2,471
-50% -$609K 0.45% 38
2022
Q1 		$1.22M Buy
4,942
+2,471
+100% +$616K 0.38% 40
2021
Q4 		$662K Sell
2,471
-2,461
-50% -$621K 0.42% 39
2021
Q3 		$1.19M Buy
4,932
+2,466
+100% +$589K 0.4% 40
2021
Q2 		$570K Hold
2,466
– – 0.4% 44
2021
Q1 		$553K Sell
2,466
-11
-0.4% -$2.35K 0.41% 44
2020
Q4 		$532K Sell
2,477
-89
-3% -$19.4K 0.4% 42
2020
Q3 		$564K Sell
2,566
-2,566
-50% -$527K 0.45% 40
2020
Q2 		$473K Buy
5,132
+2,567
+100% +$471K 0.39% 45
2020
Q1 		$424K Sell
2,565
-19
-0.7% -$3.74K 0.41% 42
2019
Q4 		$510K Buy
+2,584
New +$513K 0.4% 50

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

Petix & Botte Financial's MCD Position: Q2 2026 in Review

Petix & Botte Financial increased its McDonald's (MCD) stake by 100% in Q2 2026, buying an estimated $719K and bringing the position to 5,018 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #56.

Petix & Botte Financial first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.56M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Petix & Botte Financial held 5,018 shares of McDonald's worth $1.36M as of Q2 2026.
  • Petix & Botte Financial bought 2,509 McDonald's shares in Q2 2026, an estimated $719K.
  • McDonald's made up 0.27% of Petix & Botte Financial's portfolio in Q2 2026, its #56 holding.
  • Petix & Botte Financial first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Petix & Botte Financial's McDonald's position peaked at $1.56M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.