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Purkiss Capital Advisors’s McDonald's MCD Stock Holding History

Purkiss Capital Advisors’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 		$584K Sell
2,161
-78
-3% -$22.4K 0.22% 88
2026
Q1 		$696K Buy
2,239
+52
+2% +$16.6K 0.31% 76
2025
Q4 		$668K Sell
2,187
-299
-12% -$91.6K 0.31% 69
2025
Q3 		$756K Sell
2,486
-141
-5% -$42.9K 0.36% 62
2025
Q2 		$768K Sell
2,627
-58
-2% -$17.9K 0.43% 54
2025
Q1 		$839K Sell
2,685
-454
-14% -$136K 0.63% 31
2024
Q4 		$910K Buy
+3,139
New +$936K 0.79% 27

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

Purkiss Capital Advisors's MCD Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its McDonald's (MCD) stake by 3.5% in Q2 2026, selling an estimated $22.4K and leaving 2,161 shares worth $584K. The position accounts for 0.22% of the portfolio, ranked #88.

Purkiss Capital Advisors first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $910K in Q4 2024. 3,469 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Purkiss Capital Advisors held 2,161 shares of McDonald's worth $584K as of Q2 2026.
  • Purkiss Capital Advisors sold 78 McDonald's shares in Q2 2026, an estimated $22.4K.
  • McDonald's made up 0.22% of Purkiss Capital Advisors's portfolio in Q2 2026, its #88 holding.
  • Purkiss Capital Advisors first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Purkiss Capital Advisors's McDonald's position peaked at $910K in Q4 2024.
  • 3,469 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.