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Pine Harbor Wealth Management’s McDonald's MCD Stock Holding History

Pine Harbor Wealth Management’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 		$318K Sell
1,175
-33
-3% -$9.46K 0.09% 80
2026
Q1 		$375K Buy
1,208
+1
+0.1% +$319 0.11% 66
2025
Q4 		$369K Buy
1,207
+28
+2% +$8.58K 0.11% 69
2025
Q3 		$359K Buy
1,179
+31
+3% +$9.44K 0.12% 71
2025
Q2 		$336K Buy
1,148
+160
+16% +$49.3K 0.12% 72
2025
Q1 		$309K Sell
988
-93
-9% -$27.8K 0.12% 66
2024
Q4 		$314K Sell
1,081
-150
-12% -$44.7K 0.13% 69
2024
Q3 		$375K Buy
1,231
+5
+0.4% +$1.38K 0.19% 64
2024
Q2 		$313K Sell
1,226
-8
-0.6% -$2.12K 0.18% 69
2024
Q1 		$348K Sell
1,234
-15
-1% -$4.36K 0.22% 65
2023
Q4 		$370K Buy
+1,249
New +$340K 0.28% 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

Pine Harbor Wealth Management's MCD Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its McDonald's (MCD) stake by 2.7% in Q2 2026, selling an estimated $9.46K and leaving 1,175 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #80.

Pine Harbor Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pine Harbor Wealth Management held 1,175 shares of McDonald's worth $318K as of Q2 2026.
  • Pine Harbor Wealth Management sold 33 McDonald's shares in Q2 2026, an estimated $9.46K.
  • McDonald's made up 0.09% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Pine Harbor Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Pine Harbor Wealth Management's McDonald's position peaked at $375K in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.