Talisman Wealth Advisors’s McDonald's MCD Stock Holding History

Talisman Wealth 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 Q1	$421K	Sell	1,354 -339	-20%	-$108K	0.34%	60
2025 Q4	$518K	Buy	1,693 +5	+0.3%	+$1.53K	0.4%	56
2025 Q3	$513K	Buy	1,688 +10	+0.6%	+$3.04K	0.43%	57
2025 Q2	$490K	Buy	1,678 +12	+0.7%	+$3.7K	0.45%	53
2025 Q1	$520K	Sell	1,666 -38	-2%	-$11.4K	0.53%	50
2024 Q4	$494K	Sell	1,704 -16	-0.9%	-$4.77K	0.52%	50
2024 Q3	$523K	Sell	1,720 -35	-2%	-$9.65K	0.55%	46
2024 Q2	$447K	Buy	1,755 +5	+0.3%	+$1.33K	0.52%	50
2024 Q1	$493K	Sell	1,750 -4	-0.2%	-$1.16K	0.62%	46
2023 Q4	$520K	Buy	1,754 +1	+0.1%	+$272	0.77%	39
2023 Q3	$462K	Hold	1,753	–	–	0.8%	40
2023 Q2	$523K	Buy	1,753 +99	+6%	+$28.8K	0.89%	35
2023 Q1	$462K	Buy	1,654 +367	+29%	+$98.3K	0.83%	37
2022 Q4	$339K	Buy	+1,287	New	+$340K	0.72%	47

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

Talisman Wealth Advisors's MCD Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its McDonald's (MCD) stake by 20% in Q1 2026, selling an estimated $108K and leaving 1,354 shares worth $421K. The position accounts for 0.34% of the portfolio, ranked #60.

Talisman Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $523K in Q2 2023. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Talisman Wealth Advisors held 1,354 shares of McDonald's worth $421K as of Q1 2026.
Talisman Wealth Advisors sold 339 McDonald's shares in Q1 2026, an estimated $108K.
McDonald's made up 0.34% of Talisman Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Talisman Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's McDonald's position peaked at $523K in Q2 2023.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.