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

TCFG 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
Q1 		$326K Buy
1,049
+21
+2% +$6.69K 0.12% 179
2025
Q4 		$314K Buy
1,028
+8
+0.8% +$2.45K 0.12% 185
2025
Q3 		$310K Sell
1,020
-121
-11% -$36.8K 0.12% 196
2025
Q2 		$333K Sell
1,141
-2
-0.2% -$617 0.15% 179
2025
Q1 		$357K Sell
1,143
-14
-1% -$4.19K 0.18% 140
2024
Q4 		$335K Sell
1,157
-130
-10% -$38.8K 0.17% 147
2024
Q3 		$392K Buy
+1,287
New +$355K 0.2% 122

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCFG Wealth Management's MCD Position: Q1 2026 in Review

TCFG Wealth Management increased its McDonald's (MCD) stake by 2% in Q1 2026, buying an estimated $6.69K and bringing the position to 1,049 shares worth $326K. The position accounts for 0.12% of the portfolio, ranked #179.

TCFG Wealth Management first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $392K in Q3 2024. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • TCFG Wealth Management held 1,049 shares of McDonald's worth $326K as of Q1 2026.
  • TCFG Wealth Management bought 21 McDonald's shares in Q1 2026, an estimated $6.69K.
  • McDonald's made up 0.12% of TCFG Wealth Management's portfolio in Q1 2026, its #179 holding.
  • TCFG Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's McDonald's position peaked at $392K in Q3 2024.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.