Tanglewood Legacy Advisors’s McDonald's MCD Stock Holding History

Tanglewood Legacy 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	$40.5K	Hold	150	–	–	0.01%	179
2026 Q1	$46.6K	Hold	150	–	–	0.02%	165
2025 Q4	$45.8K	Hold	150	–	–	0.02%	166
2025 Q3	$45.6K	Hold	150	–	–	0.02%	168
2025 Q2	$43.8K	Sell	150 -31	-17%	-$9.56K	0.02%	174
2025 Q1	$56.5K	Hold	181	–	–	0.02%	168
2024 Q4	$52.5K	Hold	181	–	–	0.02%	171
2024 Q3	$55.1K	Hold	181	–	–	0.02%	159
2024 Q2	$46.1K	Hold	181	–	–	0.02%	167
2024 Q1	$51K	Hold	181	–	–	0.03%	160
2023 Q4	$53.7K	Hold	181	–	–	0.03%	149
2023 Q3	$47.7K	Hold	181	–	–	0.03%	159
2023 Q2	$54K	Hold	181	–	–	0.03%	151
2023 Q1	$50.6K	Buy	181 +100	+123%	+$26.8K	0.03%	151
2022 Q4	$21.3K	Buy	+81	New	+$21.4K	0.02%	181

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

Tanglewood Legacy Advisors's MCD Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its McDonald's (MCD) position steady in Q2 2026 at 150 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #179.

Tanglewood Legacy Advisors first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $56.5K in Q1 2025. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tanglewood Legacy Advisors held 150 shares of McDonald's worth $40.5K as of Q2 2026.
Tanglewood Legacy Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #179 holding.
Tanglewood Legacy Advisors first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's McDonald's position peaked at $56.5K in Q1 2025.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.