Pure Financial Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Sell |
8,854
-428
| -5% | -$123K | 0.03% | 165 |
|
|
2026
Q1 | $2.88M | Buy |
9,282
+323
| +4% | +$103K | 0.04% | 141 |
|
|
2025
Q4 | $2.74M | Buy |
8,959
+578
| +7% | +$177K | 0.04% | 142 |
|
|
2025
Q3 | $2.55M | Buy |
8,381
+580
| +7% | +$177K | 0.04% | 143 |
|
|
2025
Q2 | $2.28M | Buy |
7,801
+3,475
| +80% | +$1.07M | 0.04% | 144 |
|
|
2025
Q1 | $1.35M | Buy |
4,326
+545
| +14% | +$163K | 0.03% | 151 |
|
|
2024
Q4 | $1.1M | Buy |
3,781
+502
| +15% | +$150K | 0.02% | 159 |
|
|
2024
Q3 | $998K | Buy |
3,279
+334
| +11% | +$92.1K | 0.02% | 153 |
|
|
2024
Q2 | $751K | Sell |
2,945
-1,385
| -32% | -$367K | 0.02% | 165 |
|
|
2024
Q1 | $1.22M | Buy |
4,330
+1,397
| +48% | +$406K | 0.04% | 139 |
|
|
2023
Q4 | $870K | Buy |
2,933
+314
| +12% | +$85.5K | 0.03% | 153 |
|
|
2023
Q3 | $690K | Sell |
2,619
-97
| -4% | -$27.7K | 0.03% | 147 |
|
|
2023
Q2 | $811K | Buy |
2,716
+325
| +14% | +$94.4K | 0.03% | 137 |
|
|
2023
Q1 | $668K | Sell |
2,391
-45
| -2% | -$12.1K | 0.03% | 143 |
|
|
2022
Q4 | $642K | Buy |
2,436
+55
| +2% | +$14.5K | 0.03% | 139 |
|
|
2022
Q3 | $549K | Buy |
2,381
+322
| +16% | +$82.3K | 0.03% | 145 |
|
|
2022
Q2 | $508K | Sell |
2,059
-30
| -1% | -$7.39K | 0.03% | 154 |
|
|
2022
Q1 | $517K | Sell |
2,089
-263
| -11% | -$65.5K | 0.02% | 145 |
|
|
2021
Q4 | $631K | Buy |
2,352
+390
| +20% | +$98.5K | 0.03% | 129 |
|
|
2021
Q3 | $473K | Sell |
1,962
-11
| -0.6% | -$2.63K | 0.04% | 129 |
|
|
2021
Q2 | $456K | Buy |
1,973
+19
| +1% | +$4.42K | 0.04% | 132 |
|
|
2021
Q1 | $438K | Buy |
1,954
+145
| +8% | +$31K | 0.04% | 125 |
|
|
2020
Q4 | $388K | Buy |
1,809
+48
| +3% | +$10.4K | 0.05% | 127 |
|
|
2020
Q3 | $387K | Sell |
1,761
-13
| -0.7% | -$2.67K | 0.06% | 111 |
|
|
2020
Q2 | $327K | Buy |
1,774
+58
| +3% | +$10.6K | 0.05% | 107 |
|
|
2020
Q1 | $284K | Sell |
1,716
-15
| -0.9% | -$2.96K | 0.05% | 111 |
|
|
2019
Q4 | $342K | Buy |
1,731
+208
| +14% | +$41.3K | 0.06% | 111 |
|
|
2019
Q3 | $327K | Buy |
1,523
+100
| +7% | +$21.4K | 0.06% | 107 |
|
|
2019
Q2 | $295K | Sell |
1,423
-50
| -3% | -$9.9K | 0.05% | 115 |
|
|
2019
Q1 | $280K | Sell |
1,473
-82
| -5% | -$14.9K | 0.05% | 120 |
|
|
2018
Q4 | $276K | Sell |
1,555
-3
| -0.2% | -$532 | 0.06% | 119 |
|
|
2018
Q3 | $261K | Buy |
+1,558
| New | +$250K | 0.06% | 124 |
|
Other funds holding MCD
Pure Financial Advisors's MCD Position: Q2 2026 in Review
Pure Financial Advisors reduced its McDonald's (MCD) stake by 4.6% in Q2 2026, selling an estimated $123K and leaving 8,854 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #165.
Pure Financial Advisors first reported a position in MCD in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.88M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Pure Financial Advisors held 8,854 shares of McDonald's worth $2.39M as of Q2 2026.
- Pure Financial Advisors sold 428 McDonald's shares in Q2 2026, an estimated $123K.
- McDonald's made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #165 holding.
- Pure Financial Advisors first reported a position in McDonald's in Q3 2018 and has held it in 32 quarters since.
- Pure Financial Advisors's McDonald's position peaked at $2.88M in Q1 2026.
- 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.