PFW Advisors’s McDonald's MCD Stock Holding History

PFW 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	$2.07M	Sell	7,659 -132	-2%	-$37.9K	0.6%	33
2026 Q1	$2.42M	Buy	7,791 +7	+0.1%	+$2.23K	0.76%	24
2025 Q4	$2.38M	Sell	7,784 -391	-5%	-$120K	0.72%	30
2025 Q3	$2.48M	Sell	8,175 -54	-0.7%	-$16.4K	0.73%	31
2025 Q2	$2.4M	Sell	8,229 -293	-3%	-$90.3K	0.74%	31
2025 Q1	$2.66M	Sell	8,522 -2	-0%	-$598	0.83%	25
2024 Q4	$2.47M	Buy	+8,524	New	+$2.54M	0.76%	30
2024 Q2	$2.17M	Sell	8,510 -418	-5%	-$111K	0.69%	34
2024 Q1	$2.52M	Buy	8,928 +19	+0.2%	+$5.53K	0.77%	29
2023 Q4	$2.64M	Buy	8,909 +108	+1%	+$29.4K	0.84%	23
2023 Q3	$2.32M	Hold	8,801	–	–	0.82%	22
2023 Q2	$2.54M	Buy	+8,801	New	+$2.56M	0.85%	20
2019 Q3	$2.58M	Buy	+8,463	New	+$1.81M	0.78%	27

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PFW Advisors's MCD Position: Q2 2026 in Review

PFW Advisors reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $37.9K and leaving 7,659 shares worth $2.07M. The position accounts for 0.6% of the portfolio, ranked #33.

PFW Advisors first reported a position in MCD in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.66M in Q1 2025. 805 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

PFW Advisors held 7,659 shares of McDonald's worth $2.07M as of Q2 2026.
PFW Advisors sold 132 McDonald's shares in Q2 2026, an estimated $37.9K.
McDonald's made up 0.6% of PFW Advisors's portfolio in Q2 2026, its #33 holding.
PFW Advisors first reported a position in McDonald's in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's McDonald's position peaked at $2.66M in Q1 2025.
805 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.