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Tandem Investment Advisors’s McDonald's MCD Stock Holding History

Tandem Investment 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 		$37.2M Buy
137,575
+50,784
+59% +$14.6M 2.49% 20
2026
Q1 		$27M Buy
+86,791
New +$27.7M 1.32% 30
2025
Q1 		– Sell
-782
Closed -$227K – 82
2024
Q4 		$227K Buy
782
+67
+9% +$20K 0.01% 73
2024
Q3 		$218K Buy
+715
New +$197K 0.01% 80
2024
Q2 		– Sell
-722
Closed -$204K – 86
2024
Q1 		$204K Sell
722
-68
-9% -$19.8K 0.01% 85
2023
Q4 		$234K Buy
+790
New +$215K 0.01% 75
2022
Q1 		– Sell
-1,164
Closed -$312K – 77
2021
Q4 		$312K Buy
1,164
+215
+23% +$54.3K 0.02% 66
2021
Q3 		$229K Buy
949
+52
+6% +$12.4K 0.02% 68
2021
Q2 		$207K Sell
897
-247
-22% -$57.5K 0.02% 71
2021
Q1 		$256K Sell
1,144
-328
-22% -$70.1K 0.02% 62
2020
Q4 		$316K Buy
1,472
+326
+28% +$70.9K 0.03% 60
2020
Q3 		$252K Sell
1,146
-177
-13% -$36.3K 0.03% 61
2020
Q2 		$244K Buy
+1,323
New +$243K 0.03% 62
2019
Q4 		– Sell
-966
Closed -$207K – 69
2019
Q3 		$207K Sell
966
-199
-17% -$42.7K 0.04% 61
2019
Q2 		$242K Sell
1,165
-218
-16% -$43.2K 0.05% 57
2019
Q1 		$263K Sell
1,383
-371
-21% -$67.3K 0.06% 62
2018
Q4 		$311K Buy
+1,754
New +$311K 0.08% 54

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

Tandem Investment Advisors's MCD Position: Q2 2026 in Review

Tandem Investment Advisors increased its McDonald's (MCD) stake by 59% in Q2 2026, buying an estimated $14.6M and bringing the position to 137,575 shares worth $37.2M. The position accounts for 2.49% of the portfolio, ranked #20.

Tandem Investment Advisors first reported a position in MCD in Q4 2018 and has held it in 17 quarters since. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Tandem Investment Advisors held 137,575 shares of McDonald's worth $37.2M as of Q2 2026.
  • Tandem Investment Advisors bought 50,784 McDonald's shares in Q2 2026, an estimated $14.6M.
  • McDonald's made up 2.49% of Tandem Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Tandem Investment Advisors first reported a position in McDonald's in Q4 2018 and has held it in 17 quarters since.
  • 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.