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Pinnacle West Asset Management’s McDonald's MCD Stock Holding History

Pinnacle West Asset 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 		$1.7M Sell
6,280
-15
-0.2% -$4.3K 1.17% 30
2026
Q1 		$1.96M Sell
6,295
-235
-4% -$74.9K 1.33% 25
2025
Q4 		$2M Sell
6,530
-90
-1% -$27.6K 1.3% 23
2025
Q3 		$2.01M Buy
6,620
+10
+0.2% +$3.04K 1.3% 23
2025
Q2 		$1.93M Sell
6,610
-45
-0.7% -$13.9K 1.33% 24
2025
Q1 		$2.08M Buy
6,655
+15
+0.2% +$4.49K 1.5% 20
2024
Q4 		$1.93M Buy
6,640
+50
+0.8% +$14.9K 1.38% 22
2024
Q3 		$2.01M Buy
6,590
+85
+1% +$23.4K 1.44% 20
2024
Q2 		$1.66M Buy
6,505
+25
+0.4% +$6.63K 1.29% 25
2024
Q1 		$1.83M Sell
6,480
-30
-0.5% -$8.72K 1.45% 20
2023
Q4 		$1.93M Buy
6,510
+280
+4% +$76.2K 1.65% 16
2023
Q3 		$1.64M Buy
6,230
+260
+4% +$74.2K 1.61% 15
2023
Q2 		$1.78M Sell
5,970
-100
-2% -$29.1K 1.73% 12
2023
Q1 		$1.7M Buy
+6,070
New +$1.63M 1.77% 11

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 West Asset Management's MCD Position: Q2 2026 in Review

Pinnacle West Asset Management reduced its McDonald's (MCD) stake by 0.24% in Q2 2026, selling an estimated $4.3K and leaving 6,280 shares worth $1.7M. The position accounts for 1.17% of the portfolio, ranked #30.

Pinnacle West Asset Management first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Pinnacle West Asset Management held 6,280 shares of McDonald's worth $1.7M as of Q2 2026.
  • Pinnacle West Asset Management sold 15 McDonald's shares in Q2 2026, an estimated $4.3K.
  • McDonald's made up 1.17% of Pinnacle West Asset Management's portfolio in Q2 2026, its #30 holding.
  • Pinnacle West Asset Management first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's McDonald's position peaked at $2.08M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.