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PFG Investments’s McDonald's MCD Stock Holding History

PFG Investments’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 		$4.37M Buy
16,164
+313
+2% +$89.8K 0.17% 116
2026
Q1 		$4.93M Buy
15,851
+536
+3% +$171K 0.23% 80
2025
Q4 		$4.68M Buy
15,315
+235
+2% +$72K 0.22% 83
2025
Q3 		$4.58M Buy
15,080
+378
+3% +$115K 0.24% 77
2025
Q2 		$4.3M Sell
14,702
-65
-0.4% -$20K 0.25% 74
2025
Q1 		$4.61M Sell
14,767
-169
-1% -$50.5K 0.3% 66
2024
Q4 		$4.33M Buy
14,936
+119
+0.8% +$35.5K 0.27% 72
2024
Q3 		$4.51M Buy
14,817
+215
+1% +$59.3K 0.29% 64
2024
Q2 		$3.72M Buy
14,602
+26
+0.2% +$6.9K 0.27% 75
2024
Q1 		$4.11M Buy
14,576
+9,918
+213% +$2.88M 0.25% 81
2023
Q4 		$1.38M Buy
4,658
+1,021
+28% +$278K 0.26% 85
2023
Q3 		$958K Buy
3,637
+365
+11% +$104K 0.18% 125
2023
Q2 		$976K Buy
3,272
+164
+5% +$47.6K 0.17% 128
2023
Q1 		$869K Buy
+3,108
New +$833K 0.18% 129

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

PFG Investments's MCD Position: Q2 2026 in Review

PFG Investments increased its McDonald's (MCD) stake by 2% in Q2 2026, buying an estimated $89.8K and bringing the position to 16,164 shares worth $4.37M. The position accounts for 0.17% of the portfolio, ranked #116.

PFG Investments first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.93M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • PFG Investments held 16,164 shares of McDonald's worth $4.37M as of Q2 2026.
  • PFG Investments bought 313 McDonald's shares in Q2 2026, an estimated $89.8K.
  • McDonald's made up 0.17% of PFG Investments's portfolio in Q2 2026, its #116 holding.
  • PFG Investments first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's McDonald's position peaked at $4.93M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.