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 Q2	$1.39M	Buy	5,128 +1,174	+30%	+$337K	0.22%	96
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PKS Advisory Services's MCD Position: Q2 2026 in Review

PKS Advisory Services increased its McDonald's (MCD) stake by 30% in Q2 2026, buying an estimated $337K and bringing the position to 5,128 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #96.

PKS Advisory Services first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

PKS Advisory Services held 5,128 shares of McDonald's worth $1.39M as of Q2 2026.
PKS Advisory Services bought 1,174 McDonald's shares in Q2 2026, an estimated $337K.
McDonald's made up 0.22% of PKS Advisory Services's portfolio in Q2 2026, its #96 holding.
PKS Advisory Services first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.