Pinion Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
4,862
-366
| -7% | -$117K | 0.35% | 46 |
|
|
2025
Q4 | $1.6M | Sell |
5,228
-320
| -6% | -$98K | 0.39% | 42 |
|
|
2025
Q3 | $1.7M | Buy |
5,548
+172
| +3% | +$52.4K | 0.46% | 39 |
|
|
2025
Q2 | $1.57M | Buy |
5,376
+59
| +1% | +$18.2K | 0.54% | 33 |
|
|
2025
Q1 | $1.66M | Buy |
5,317
+319
| +6% | +$95.4K | 0.37% | 45 |
|
|
2024
Q4 | $1.45M | Buy |
4,998
+27
| +0.5% | +$8.05K | 0.58% | 31 |
|
|
2024
Q3 | $1.51M | Buy |
4,971
+331
| +7% | +$91.2K | 0.63% | 29 |
|
|
2024
Q2 | $1.18M | Buy |
4,640
+295
| +7% | +$78.3K | 0.59% | 30 |
|
|
2024
Q1 | $1.23M | Buy |
4,345
+237
| +6% | +$68.9K | 0.64% | 30 |
|
|
2023
Q4 | $1.22M | Buy |
4,108
+190
| +5% | +$51.7K | 0.73% | 23 |
|
|
2023
Q3 | $1.03M | Sell |
3,918
-1
| -0% | -$285 | 0.67% | 27 |
|
|
2023
Q2 | $1.17M | Buy |
3,919
+51
| +1% | +$14.8K | 0.79% | 20 |
|
|
2023
Q1 | $1.08M | Sell |
3,868
-1,107
| -22% | -$297K | 1.01% | 19 |
|
|
2022
Q4 | $1.31M | Sell |
4,975
-958
| -16% | -$253K | 1.24% | 14 |
|
|
2022
Q3 | $1.37M | Buy |
5,933
+1,055
| +22% | +$270K | 1.2% | 12 |
|
|
2022
Q2 | $1.2M | Buy |
4,878
+322
| +7% | +$79.3K | 1% | 18 |
|
|
2022
Q1 | $1.13M | Buy |
4,556
+123
| +3% | +$30.6K | 0.78% | 27 |
|
|
2021
Q4 | $1.19M | Buy |
4,433
+296
| +7% | +$74.7K | 0.8% | 33 |
|
|
2021
Q3 | $997K | Buy |
4,137
+16
| +0.4% | +$3.82K | 0.8% | 27 |
|
|
2021
Q2 | $952K | Buy |
4,121
+59
| +1% | +$13.7K | 0.77% | 30 |
|
|
2021
Q1 | $911K | Buy |
4,062
+228
| +6% | +$48.8K | 0.84% | 24 |
|
|
2020
Q4 | $823K | Buy |
3,834
+658
| +21% | +$143K | 0.87% | 24 |
|
|
2020
Q3 | $586K | Hold |
3,176
| – | – | 0.88% | 39 |
|
|
2020
Q2 | $586K | Buy |
3,176
+350
| +12% | +$64.2K | 0.88% | 39 |
|
|
2020
Q1 | $467K | Buy |
2,826
+636
| +29% | +$125K | 1% | 41 |
|
|
2019
Q4 | $433K | Buy |
2,190
+233
| +12% | +$46.2K | 0.8% | 55 |
|
|
2019
Q3 | $420K | Buy |
1,957
+17
| +0.9% | +$3.65K | 0.86% | 54 |
|
|
2019
Q2 | $403K | Sell |
1,940
-472
| -20% | -$93.5K | 0.86% | 54 |
|
|
2019
Q1 | $458K | Buy |
2,412
+47
| +2% | +$8.53K | 0.8% | 54 |
|
|
2018
Q4 | $420K | Buy |
2,365
+265
| +13% | +$47K | 0.88% | 50 |
|
|
2018
Q3 | $351K | Buy |
2,100
+155
| +8% | +$24.8K | 0.67% | 69 |
|
|
2018
Q2 | $305K | Buy |
1,945
+45
| +2% | +$7.3K | 0.59% | 89 |
|
|
2018
Q1 | $297K | Buy |
+1,900
| New | +$313K | 0.64% | 83 |
|
Other funds holding MCD
VCM
VPM
DAM
Pinion Investment Advisors's MCD Position: Q1 2026 in Review
Pinion Investment Advisors reduced its McDonald's (MCD) stake by 7% in Q1 2026, selling an estimated $117K and leaving 4,862 shares worth $1.51M. The position accounts for 0.35% of the portfolio, ranked #46.
Pinion Investment Advisors first reported a position in MCD in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.7M in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Pinion Investment Advisors held 4,862 shares of McDonald's worth $1.51M as of Q1 2026.
- Pinion Investment Advisors sold 366 McDonald's shares in Q1 2026, an estimated $117K.
- McDonald's made up 0.35% of Pinion Investment Advisors's portfolio in Q1 2026, its #46 holding.
- Pinion Investment Advisors first reported a position in McDonald's in Q1 2018 and has held it in 33 quarters since.
- Pinion Investment Advisors's McDonald's position peaked at $1.7M in Q3 2025.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.