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Pines Wealth Management’s McDonald's MCD Stock Holding History

Pines 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 		$1.21M Buy
4,479
+242
+6% +$69.4K 0.35% 76
2026
Q1 		$1.32M Sell
4,237
-27
-0.6% -$8.6K 0.43% 64
2025
Q4 		$1.3M Buy
4,264
+158
+4% +$48.4K 0.42% 60
2025
Q3 		$1.25M Buy
4,106
+105
+3% +$32K 0.42% 57
2025
Q2 		$1.18M Buy
4,001
+240
+6% +$74K 0.42% 58
2025
Q1 		$1.13M Sell
3,761
-673
-15% -$201K 0.52% 47
2024
Q4 		$1.25M Buy
+4,434
New +$1.32M 0.54% 45

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

Pines Wealth Management's MCD Position: Q2 2026 in Review

Pines Wealth Management increased its McDonald's (MCD) stake by 5.7% in Q2 2026, buying an estimated $69.4K and bringing the position to 4,479 shares worth $1.21M. The position accounts for 0.35% of the portfolio, ranked #76.

Pines Wealth Management first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pines Wealth Management held 4,479 shares of McDonald's worth $1.21M as of Q2 2026.
  • Pines Wealth Management bought 242 McDonald's shares in Q2 2026, an estimated $69.4K.
  • McDonald's made up 0.35% of Pines Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Pines Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's McDonald's position peaked at $1.32M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.