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Talon Private Wealth’s McDonald's MCD Stock Holding History

Talon Private Wealth’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 		$999K Buy
+3,214
New +$1.02M 0.13% 106
2025
Q2 		$865K Sell
2,962
-8,844
-75% -$2.73M 0.12% 105
2025
Q1 		$3.69M Buy
11,806
+281
+2% +$84K 0.49% 26
2024
Q4 		$3.34M Buy
11,525
+1,764
+18% +$526K 0.7% 17
2024
Q3 		$2.97M Buy
+9,761
New +$2.69M 0.63% 9

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Talon Private Wealth's MCD Position: Q1 2026 in Review

Talon Private Wealth opened a new position in McDonald's (MCD) in Q1 2026: 3,214 shares worth $999K. The stake represents 0.13% of the portfolio and ranks #106 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in MCD as recently as Q2 2025.

Talon Private Wealth first reported a position in MCD in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.69M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Talon Private Wealth held 3,214 shares of McDonald's worth $999K as of Q1 2026.
  • McDonald's was a new Talon Private Wealth position in Q1 2026.
  • McDonald's made up 0.13% of Talon Private Wealth's portfolio in Q1 2026, its #106 holding.
  • Talon Private Wealth first reported a position in McDonald's in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's McDonald's position peaked at $3.69M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.