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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
Q2 		$437K Buy
1,617
+263
+19% +$75.4K 0.33% 64
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
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

Talisman Wealth Advisors's MCD Position: Q2 2026 in Review

Talisman Wealth Advisors increased its McDonald's (MCD) stake by 19% in Q2 2026, buying an estimated $75.4K and bringing the position to 1,617 shares worth $437K. The position accounts for 0.33% of the portfolio, ranked #64.

Talisman Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $523K in Q2 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Talisman Wealth Advisors held 1,617 shares of McDonald's worth $437K as of Q2 2026.
  • Talisman Wealth Advisors bought 263 McDonald's shares in Q2 2026, an estimated $75.4K.
  • McDonald's made up 0.33% of Talisman Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Talisman Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's McDonald's position peaked at $523K in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.