Pine Valley Investments’s McDonald's MCD Stock Holding History

Pine Valley 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	$5.23M	Sell	19,336 -198	-1%	-$56.8K	0.21%	110
2026 Q1	$6.07M	Sell	19,534 -212	-1%	-$67.5K	0.28%	92
2025 Q4	$6.04M	Sell	19,746 -275	-1%	-$84.2K	0.28%	86
2025 Q3	$6.08M	Buy	20,021 +51	+0.3%	+$15.5K	0.3%	85
2025 Q2	$5.83M	Sell	19,970 -2	-0%	-$617	0.32%	89
2025 Q1	$6.24M	Sell	19,972 -310	-2%	-$92.7K	0.38%	72
2024 Q4	$5.88M	Buy	20,282 +830	+4%	+$247K	0.35%	71
2024 Q3	$5.92M	Sell	19,452 -492	-2%	-$136K	0.36%	67
2024 Q2	$5.08M	Buy	19,944 +671	+3%	+$178K	0.33%	69
2024 Q1	$5.43M	Sell	19,273 -127	-0.7%	-$36.9K	0.37%	66
2023 Q4	$5.75M	Buy	19,400 +224	+1%	+$61K	0.41%	51
2023 Q3	$5.05M	Buy	19,176 +666	+4%	+$190K	0.46%	53
2023 Q2	$5.52M	Buy	18,510 +8,567	+86%	+$2.49M	0.54%	46
2023 Q1	$2.16M	Buy	+9,943	New	+$2.66M	0.32%	73

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Pine Valley Investments's MCD Position: Q2 2026 in Review

Pine Valley Investments reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $56.8K and leaving 19,336 shares worth $5.23M. The position accounts for 0.21% of the portfolio, ranked #110.

Pine Valley Investments first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.24M in Q1 2025. 2,005 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Pine Valley Investments held 19,336 shares of McDonald's worth $5.23M as of Q2 2026.
Pine Valley Investments sold 198 McDonald's shares in Q2 2026, an estimated $56.8K.
McDonald's made up 0.21% of Pine Valley Investments's portfolio in Q2 2026, its #110 holding.
Pine Valley Investments first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's McDonald's position peaked at $6.24M in Q1 2025.
2,005 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.