Towarzystwo Funduszy Inwestycyjnych PZU SA’s McDonald's MCD Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$412K	Buy	1,524 +74	+5%	+$21.2K	0.12%	138
2026 Q1	$451K	Buy	1,450 +570	+65%	+$182K	0.15%	106
2025 Q4	$269K	Hold	880	–	–	0.07%	159
2025 Q3	$267K	Buy	880 +125	+17%	+$38K	0.06%	144
2025 Q2	$221K	Hold	755	–	–	0.06%	148
2025 Q1	$236K	Buy	755 +90	+14%	+$26.9K	0.08%	119
2024 Q4	$193K	Buy	665 +84	+14%	+$25K	0.06%	126
2024 Q3	$177K	Hold	581	–	–	0.06%	131
2024 Q2	$148K	Hold	581	–	–	0.06%	142
2024 Q1	$164K	Buy	581 +70	+14%	+$20.4K	0.07%	127
2023 Q4	$152K	Buy	+511	New	+$139K	0.07%	119
2021 Q3	$83.4K	Hold	346	–	–	0.1%	94
2021 Q2	$79.9K	Hold	346	–	–	0.09%	101
2021 Q1	$77.6K	Buy	346 +100	+41%	+$21.4K	0.11%	95
2020 Q4	$52.8K	Buy	+246	New	+$53.5K	0.05%	96

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's MCD Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its McDonald's (MCD) stake by 5.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 1,524 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #138.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MCD in Q4 2020 and has held it in 15 quarters since. The position peaked at $451K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,524 shares of McDonald's worth $412K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 74 McDonald's shares in Q2 2026, an estimated $21.2K.
McDonald's made up 0.12% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #138 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in McDonald's in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's McDonald's position peaked at $451K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.