Private Advisory Group’s McDonald's MCD Stock Holding History

Private 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 Q2	$352K	Sell	1,301 -521	-29%	-$149K	0.02%	244
2026 Q1	$566K	Buy	+1,822	New	+$580K	0.04%	195
2024 Q1	–	Sell	-675	Closed	-$200K	–	202
2023 Q4	$200K	Sell	675 -196	-23%	-$53.3K	0.03%	186
2023 Q3	$229K	Buy	+871	New	+$248K	0.05%	184

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

Private Advisory Group's MCD Position: Q2 2026 in Review

Private Advisory Group reduced its McDonald's (MCD) stake by 29% in Q2 2026, selling an estimated $149K and leaving 1,301 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #244.

Private Advisory Group first reported a position in MCD in Q3 2023 and has held it in 4 quarters since. The position peaked at $566K in Q1 2026. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Private Advisory Group held 1,301 shares of McDonald's worth $352K as of Q2 2026.
Private Advisory Group sold 521 McDonald's shares in Q2 2026, an estimated $149K.
McDonald's made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #244 holding.
Private Advisory Group first reported a position in McDonald's in Q3 2023 and has held it in 4 quarters since.
Private Advisory Group's McDonald's position peaked at $566K in Q1 2026.
3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.