PKS Advisory Services’s McDonald's MCD Stock Holding History

PKS Advisory Services’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	$1.23M	Sell	3,954 -18	-0.5%	-$5.73K	0.29%	74
2025 Q4	$1.21M	Buy	3,972 +30	+0.8%	+$9.19K	0.28%	70
2025 Q3	$1.2M	Buy	3,942 +88	+2%	+$26.8K	0.25%	71
2025 Q2	$1.13M	Buy	3,854 +363	+10%	+$112K	0.28%	70
2025 Q1	$1.09M	Sell	3,491 -183	-5%	-$54.7K	0.3%	64
2024 Q4	$1.07M	Buy	+3,674	New	+$1.1M	0.27%	66

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PKS Advisory Services's MCD Position: Q1 2026 in Review

PKS Advisory Services reduced its McDonald's (MCD) stake by 0.45% in Q1 2026, selling an estimated $5.73K and leaving 3,954 shares worth $1.23M. The position accounts for 0.29% of the portfolio, ranked #74.

PKS Advisory Services first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

PKS Advisory Services held 3,954 shares of McDonald's worth $1.23M as of Q1 2026.
PKS Advisory Services sold 18 McDonald's shares in Q1 2026, an estimated $5.73K.
McDonald's made up 0.29% of PKS Advisory Services's portfolio in Q1 2026, its #74 holding.
PKS Advisory Services first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.