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PYA Waltman Capital’s McDonald's MCD Stock Holding History

PYA Waltman Capital’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 		$1.85M Buy
6,860
+2,346
+52% +$673K 0.44% 42
2026
Q1 		$1.4M Sell
4,514
-128
-3% -$40.8K 0.39% 43
2025
Q4 		$1.42M Buy
4,642
+52
+1% +$15.9K 0.38% 40
2025
Q3 		$1.39M Buy
4,590
+215
+5% +$65.4K 0.37% 45
2025
Q2 		$1.28M Buy
4,375
+315
+8% +$97.1K 0.37% 44
2025
Q1 		$1.27M Sell
4,060
-356
-8% -$106K 0.4% 42
2024
Q4 		$1.28M Buy
4,416
+89
+2% +$26.5K 0.41% 45
2024
Q3 		$1.32M Buy
4,327
+193
+5% +$53.2K 0.43% 41
2024
Q2 		$1.05M Buy
4,134
+402
+11% +$107K 0.39% 41
2024
Q1 		$1.05M Buy
3,732
+58
+2% +$16.9K 0.39% 43
2023
Q4 		$1.09M Buy
3,674
+139
+4% +$37.8K 0.45% 40
2023
Q3 		$931K Buy
3,535
+474
+15% +$135K 0.39% 42
2023
Q2 		$884K Buy
3,061
+1,256
+70% +$365K 0.38% 39
2023
Q1 		$505K Buy
1,805
+562
+45% +$151K 0.25% 44
2022
Q4 		$328K Buy
1,243
+180
+17% +$47.5K 0.17% 45
2022
Q3 		$245K Buy
1,063
+498
+88% +$127K 0.14% 44
2022
Q2 		$139K Buy
565
+180
+47% +$44.3K 0.08% 59
2022
Q1 		$95K Buy
385
+97
+34% +$24.2K 0.05% 76
2021
Q4 		$77K Buy
+288
New +$72.7K 0.04% 82

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

PYA Waltman Capital's MCD Position: Q2 2026 in Review

PYA Waltman Capital increased its McDonald's (MCD) stake by 52% in Q2 2026, buying an estimated $673K and bringing the position to 6,860 shares worth $1.85M. The position accounts for 0.44% of the portfolio, ranked #42.

PYA Waltman Capital first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • PYA Waltman Capital held 6,860 shares of McDonald's worth $1.85M as of Q2 2026.
  • PYA Waltman Capital bought 2,346 McDonald's shares in Q2 2026, an estimated $673K.
  • McDonald's made up 0.44% of PYA Waltman Capital's portfolio in Q2 2026, its #42 holding.
  • PYA Waltman Capital first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.