Red Tortoise LLC’s McDonald's MCD Stock Holding History

Red Tortoise LLC’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 Q1	$7.47K	Hold	24	–	–	﹤0.01%	331
2025 Q4	$7.34K	Hold	24	–	–	﹤0.01%	331
2025 Q3	$7.3K	Hold	24	–	–	﹤0.01%	333
2025 Q2	$7.02K	Hold	24	–	–	﹤0.01%	318
2025 Q1	$7.5K	Hold	24	–	–	﹤0.01%	287
2024 Q4	$6.96K	Hold	24	–	–	﹤0.01%	306
2024 Q3	$7.31K	Hold	24	–	–	﹤0.01%	306
2024 Q2	$6.12K	Hold	24	–	–	﹤0.01%	322
2024 Q1	$6.77K	Hold	24	–	–	﹤0.01%	299
2023 Q4	$7.12K	Hold	24	–	–	﹤0.01%	238
2023 Q3	$6.33K	Sell	24 -16	-40%	-$4.56K	﹤0.01%	234
2023 Q2	$11.9K	Hold	40	–	–	0.01%	158
2023 Q1	$11.2K	Sell	40 -216	-84%	-$57.9K	0.01%	168
2022 Q4	$67.5K	Buy	+256	New	+$67.5K	0.05%	101
2021 Q4	–	Sell	-162	Closed	-$38K	–	332
2021 Q3	$38K	Buy	+162	New	+$38.7K	0.03%	119

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Red Tortoise LLC's MCD Position: Q1 2026 in Review

Red Tortoise LLC held its McDonald's (MCD) position steady in Q1 2026 at 24 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Red Tortoise LLC first reported a position in MCD in Q3 2021 and has held it in 15 quarters since. The position peaked at $67.5K in Q4 2022. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Red Tortoise LLC held 24 shares of McDonald's worth $7.47K as of Q1 2026.
Red Tortoise LLC left its McDonald's share count unchanged in Q1 2026.
McDonald's made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #331 holding.
Red Tortoise LLC first reported a position in McDonald's in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's McDonald's position peaked at $67.5K in Q4 2022.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.