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

Pettinga 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 		$386K Hold
1,429
– – 0.06% 109
2026
Q1 		$444K Buy
1,429
+1
+0.1% +$319 0.08% 102
2025
Q4 		$436K Buy
1,428
+1
+0.1% +$306 0.08% 101
2025
Q3 		$434K Hold
1,427
– – 0.08% 101
2025
Q2 		$417K Buy
1,427
+1
+0.1% +$308 0.09% 94
2025
Q1 		$445K Buy
1,426
+1
+0.1% +$299 0.1% 83
2024
Q4 		$413K Hold
1,425
– – 0.09% 91
2024
Q3 		$434K Buy
1,425
+1
+0.1% +$276 0.1% 85
2024
Q2 		$363K Buy
1,424
+1
+0.1% +$265 0.09% 88
2024
Q1 		$401K Hold
1,423
– – 0.1% 85
2023
Q4 		$422K Buy
1,423
+1
+0.1% +$272 0.11% 82
2023
Q3 		$375K Sell
1,422
-17
-1% -$4.85K 0.11% 75
2023
Q2 		$429K Sell
1,439
-12
-0.8% -$3.49K 0.13% 69
2023
Q1 		$406K Buy
1,451
+6
+0.4% +$1.61K 0.13% 72
2022
Q4 		$381K Hold
1,445
– – 0.12% 76
2022
Q3 		$333K Buy
1,445
+1
+0.1% +$256 0.11% 74
2022
Q2 		$357K Hold
1,444
– – 0.11% 79
2022
Q1 		$357K Buy
1,444
+1
+0.1% +$249 0.09% 82
2021
Q4 		$387K Sell
1,443
-535
-27% -$135K 0.09% 82
2021
Q3 		$477K Sell
1,978
-109
-5% -$26K 0.12% 70
2021
Q2 		$482K Sell
2,087
-27
-1% -$6.28K 0.13% 70
2021
Q1 		$474K Hold
2,114
– – 0.14% 66
2020
Q4 		$454K Sell
2,114
-56
-3% -$12.2K 0.16% 58
2020
Q3 		$476K Hold
2,170
– – 0.2% 49
2020
Q2 		$400K Buy
2,170
+101
+5% +$18.5K 0.19% 52
2020
Q1 		$342K Hold
2,069
– – 0.23% 56
2019
Q4 		$409K Hold
2,069
– – 0.22% 57
2019
Q3 		$444K Hold
2,069
– – 0.24% 60
2019
Q2 		$430K Hold
2,069
– – 0.22% 59
2019
Q1 		$393K Hold
2,069
– – 0.21% 62
2018
Q4 		$367K Buy
+2,069
New +$367K 0.24% 61

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

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

Pettinga Financial Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,429 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #109.

Pettinga Financial Advisors first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $482K in Q2 2021. 3,459 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pettinga Financial Advisors held 1,429 shares of McDonald's worth $386K as of Q2 2026.
  • Pettinga Financial Advisors left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.06% of Pettinga Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • Pettinga Financial Advisors first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • Pettinga Financial Advisors's McDonald's position peaked at $482K in Q2 2021.
  • 3,459 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.