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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
Q3 		$333K Buy
1,440
+11
+0.8% +$2.9K 0.05% 118
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Pettinga Financial Advisors's MCD Position: Q3 2026 in Review

Pettinga Financial Advisors increased its McDonald's (MCD) stake by 0.77% in Q3 2026, buying an estimated $2.9K and bringing the position to 1,440 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #118.

Pettinga Financial Advisors first reported a position in MCD in Q4 2018 and has held it in 32 quarters since. The position peaked at $482K in Q2 2021. 327 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Pettinga Financial Advisors held 1,440 shares of McDonald's worth $333K as of Q3 2026.
  • Pettinga Financial Advisors bought 11 McDonald's shares in Q3 2026, an estimated $2.9K.
  • McDonald's made up 0.05% of Pettinga Financial Advisors's portfolio in Q3 2026, its #118 holding.
  • Pettinga Financial Advisors first reported a position in McDonald's in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's McDonald's position peaked at $482K in Q2 2021.
  • 327 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.