Tanager Wealth Management’s McDonald's MCD Stock Holding History

Tanager Wealth Management’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	$333K	Sell	1,232 -185	-13%	-$53K	0.03%	116
2026 Q1	$440K	Buy	1,417 +23	+2%	+$7.33K	0.04%	90
2025 Q4	$426K	Buy	1,394 +20	+1%	+$6.13K	0.04%	88
2025 Q3	$418K	Buy	1,374 +166	+14%	+$50.5K	0.04%	88
2025 Q2	$353K	Sell	1,208 -17	-1%	-$5.24K	0.04%	91
2025 Q1	$383K	Buy	+1,225	New	+$366K	0.05%	80
2023 Q1	–	Sell	-777	Closed	-$205K	–	81
2022 Q4	$205K	Buy	+777	New	+$205K	0.06%	76

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

Tanager Wealth Management's MCD Position: Q2 2026 in Review

Tanager Wealth Management reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $53K and leaving 1,232 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #116.

Tanager Wealth Management first reported a position in MCD in Q4 2022 and has held it in 7 quarters since. The position peaked at $440K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tanager Wealth Management held 1,232 shares of McDonald's worth $333K as of Q2 2026.
Tanager Wealth Management sold 185 McDonald's shares in Q2 2026, an estimated $53K.
McDonald's made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #116 holding.
Tanager Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 7 quarters since.
Tanager Wealth Management's McDonald's position peaked at $440K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.