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Pinnacle Financial Group’s McDonald's MCD Stock Holding History

Pinnacle Financial Group’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 		$3.95M Sell
14,621
-142
-1% -$40.7K 0.96% 29
2026
Q1 		$4.59M Buy
14,763
+5
+0% +$1.59K 1.26% 23
2025
Q4 		$4.51M Buy
14,758
+120
+0.8% +$36.8K 1.31% 20
2025
Q3 		$4.45M Buy
14,638
+19
+0.1% +$5.78K 1.35% 20
2025
Q2 		$4.27M Buy
14,619
+12,096
+479% +$3.73M 1.43% 20
2025
Q1 		$788K Buy
2,523
+1,012
+67% +$303K 0.29% 46
2024
Q4 		$438K Buy
1,511
+3
+0.2% +$895 0.17% 58
2024
Q3 		$459K Buy
1,508
+107
+8% +$29.5K 0.18% 50
2024
Q2 		$357K Buy
1,401
+611
+77% +$162K 0.15% 57
2024
Q1 		$223K Sell
790
-51
-6% -$14.8K 0.1% 63
2023
Q4 		$249K Sell
841
-1
-0.1% -$272 0.13% 59
2023
Q3 		$222K Sell
842
-1
-0.1% -$285 0.13% 55
2023
Q2 		$252K Sell
843
-89
-10% -$25.9K 0.14% 57
2023
Q1 		$261K Buy
932
+39
+4% +$10.4K 0.16% 55
2022
Q4 		$235K Hold
893
– – 0.17% 55
2022
Q3 		$206K Sell
893
-2
-0.2% -$511 0.18% 55
2022
Q2 		$221K Sell
895
-2
-0.2% -$493 0.19% 55
2022
Q1 		$222K Sell
897
-200
-18% -$49.8K 0.18% 63
2021
Q4 		$294K Buy
+1,097
New +$277K 0.23% 50

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

Pinnacle Financial Group's MCD Position: Q2 2026 in Review

Pinnacle Financial Group reduced its McDonald's (MCD) stake by 0.96% in Q2 2026, selling an estimated $40.7K and leaving 14,621 shares worth $3.95M. The position accounts for 0.96% of the portfolio, ranked #29.

Pinnacle Financial Group first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.59M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pinnacle Financial Group held 14,621 shares of McDonald's worth $3.95M as of Q2 2026.
  • Pinnacle Financial Group sold 142 McDonald's shares in Q2 2026, an estimated $40.7K.
  • McDonald's made up 0.96% of Pinnacle Financial Group's portfolio in Q2 2026, its #29 holding.
  • Pinnacle Financial Group first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Pinnacle Financial Group's McDonald's position peaked at $4.59M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.