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Pinnacle Wealth Management Advisory Group’s McDonald's MCD Stock Holding History

Pinnacle Wealth Management Advisory 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
Q1 		$5.06M Buy
16,272
+119
+0.7% +$37.9K 0.35% 67
2025
Q4 		$4.94M Sell
16,153
-115
-0.7% -$35.2K 0.34% 62
2025
Q3 		$4.94M Sell
16,268
-614
-4% -$187K 0.37% 60
2025
Q2 		$4.93M Sell
16,882
-1
-0% -$308 0.41% 55
2025
Q1 		$5.27M Buy
16,883
+1
+0% +$299 0.49% 51
2024
Q4 		$4.89M Sell
16,882
-147
-0.9% -$43.8K 0.46% 54
2024
Q3 		$5.19M Sell
17,029
-852
-5% -$235K 0.5% 50
2024
Q2 		$4.56M Sell
17,881
-725
-4% -$192K 0.47% 50
2024
Q1 		$5.25M Buy
18,606
+356
+2% +$104K 0.56% 42
2023
Q4 		$5.41M Sell
18,250
-316
-2% -$86K 0.63% 37
2023
Q3 		$4.89M Buy
18,566
+113
+0.6% +$32.2K 0.63% 38
2023
Q2 		$5.51M Buy
18,453
+170
+0.9% +$49.4K 0.68% 36
2023
Q1 		$5.11M Sell
18,283
-714
-4% -$191K 0.69% 35
2022
Q4 		$5.01M Buy
18,997
+712
+4% +$188K 0.75% 33
2022
Q3 		$4.22M Buy
18,285
+1,055
+6% +$270K 0.7% 35
2022
Q2 		$4.25M Buy
17,230
+1,111
+7% +$274K 0.69% 37
2022
Q1 		$3.99M Buy
16,119
+1,046
+7% +$261K 0.57% 49
2021
Q4 		$4.04M Buy
15,073
+4,456
+42% +$1.13M 0.66% 41
2021
Q3 		$2.56M Sell
10,617
-5
-0% -$1.19K 0.6% 43
2021
Q2 		$2.45M Buy
10,622
+600
+6% +$140K 0.58% 44
2021
Q1 		$2.25M Sell
10,022
-250
-2% -$53.5K 0.63% 40
2020
Q4 		$2.2M Buy
10,272
+496
+5% +$108K 0.67% 38
2020
Q3 		$2.15M Buy
9,776
+397
+4% +$81.5K 0.75% 35
2020
Q2 		$1.73M Buy
9,379
+1,435
+18% +$263K 0.64% 41
2020
Q1 		$1.31M Buy
7,944
+419
+6% +$82.6K 0.64% 44
2019
Q4 		$1.49M Sell
7,525
-233
-3% -$46.2K 0.56% 50
2019
Q3 		$1.67M Sell
7,758
-239
-3% -$51.2K 0.7% 41
2019
Q2 		$1.66M Buy
7,997
+160
+2% +$31.7K 0.71% 41
2019
Q1 		$1.49M Sell
7,837
-368
-4% -$66.8K 0.67% 44
2018
Q4 		$1.46M Sell
8,205
-1,278
-13% -$227K 0.79% 36
2018
Q3 		$1.59M Buy
9,483
+175
+2% +$28K 0.78% 33
2018
Q2 		$1.46M Sell
9,308
-398
-4% -$64.5K 0.78% 32
2018
Q1 		$1.52M Sell
9,706
-224
-2% -$36.9K 0.86% 27
2017
Q4 		$1.71M Sell
9,930
-104
-1% -$17.5K 0.94% 29
2017
Q3 		$1.57M Sell
10,034
-9
-0.1% -$1.41K 0.91% 29
2017
Q2 		$1.54M Buy
10,043
+316
+3% +$45.7K 0.95% 29
2017
Q1 		$1.26M Buy
9,727
+3
+0% +$376 0.87% 35
2016
Q4 		$1.18M Buy
9,724
+341
+4% +$40K 0.85% 38
2016
Q3 		$1.08M Hold
9,383
– – 0.82% 39
2016
Q2 		$1.13M Buy
9,383
+955
+11% +$120K 0.89% 38
2016
Q1 		$1.06M Sell
8,428
-13
-0.2% -$1.55K 0.94% 35
2015
Q4 		$997K Buy
8,441
+66
+0.8% +$7.38K 0.91% 35
2015
Q3 		$825K Buy
8,375
+316
+4% +$30.8K 0.8% 42
2015
Q2 		$766K Buy
8,059
+716
+10% +$69.3K 0.71% 48
2015
Q1 		$716K Sell
7,343
-247
-3% -$23.4K 0.64% 53
2014
Q4 		$711K Buy
+7,590
New +$711K 0.66% 53

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's MCD Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its McDonald's (MCD) stake by 0.74% in Q1 2026, buying an estimated $37.9K and bringing the position to 16,272 shares worth $5.06M. The position accounts for 0.35% of the portfolio, ranked #67.

Pinnacle Wealth Management Advisory Group first reported a position in MCD in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.51M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 16,272 shares of McDonald's worth $5.06M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 119 McDonald's shares in Q1 2026, an estimated $37.9K.
  • McDonald's made up 0.35% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #67 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in McDonald's in Q4 2014 and has held it in 46 quarters since.
  • Pinnacle Wealth Management Advisory Group's McDonald's position peaked at $5.51M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.