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TCI Wealth Advisors’s McDonald's MCD Stock Holding History

TCI Wealth 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 		$5.15M Sell
19,048
-162
-0.8% -$46.5K 0.22% 47
2026
Q1 		$5.97M Sell
19,210
-96
-0.5% -$30.6K 0.32% 38
2025
Q4 		$5.9M Sell
19,306
-92
-0.5% -$28.2K 0.33% 37
2025
Q3 		$5.89M Sell
19,398
-366
-2% -$111K 0.35% 36
2025
Q2 		$5.77M Sell
19,764
-101
-0.5% -$31.1K 0.4% 36
2025
Q1 		$6.21M Buy
19,865
+306
+2% +$91.5K 0.5% 29
2024
Q4 		$5.67M Buy
19,559
+199
+1% +$59.3K 0.47% 28
2024
Q3 		$5.9M Sell
19,360
-34
-0.2% -$9.37K 0.5% 30
2024
Q2 		$4.94M Buy
19,394
+64
+0.3% +$17K 0.47% 32
2024
Q1 		$5.45M Sell
19,330
-26
-0.1% -$7.56K 0.54% 29
2023
Q4 		$5.74M Buy
19,356
+146
+0.8% +$39.7K 0.61% 27
2023
Q3 		$5.06M Sell
19,210
-38
-0.2% -$10.8K 0.65% 25
2023
Q2 		$5.74M Sell
19,248
-88
-0.5% -$25.6K 0.73% 25
2023
Q1 		$5.41M Sell
19,336
-20
-0.1% -$5.36K 0.7% 23
2022
Q4 		$5.1M Sell
19,356
-1,940
-9% -$512K 0.71% 23
2022
Q3 		$4.91M Buy
21,296
+52
+0.2% +$13.3K 0.8% 17
2022
Q2 		$5.25M Sell
21,244
-32
-0.2% -$7.88K 0.8% 19
2022
Q1 		$5.26M Sell
21,276
-22
-0.1% -$5.48K 0.79% 16
2021
Q4 		$5.71M Sell
21,298
-243
-1% -$61.4K 0.84% 15
2021
Q3 		$5.19M Sell
21,541
-407
-2% -$97.1K 0.79% 16
2021
Q2 		$5.07M Buy
21,948
+422
+2% +$98.2K 0.86% 13
2021
Q1 		$4.83M Sell
21,526
-455
-2% -$97.3K 2.05% 7
2020
Q4 		$4.72M Sell
21,981
-2,655
-11% -$577K 2.11% 7
2020
Q3 		$5.41M Sell
24,636
-18
-0.1% -$3.69K 2.14% 7
2020
Q2 		$4.55M Buy
24,654
+94
+0.4% +$17.2K 1.94% 7
2020
Q1 		$4.06M Sell
24,560
-1,337
-5% -$263K 2% 7
2019
Q4 		$5.12M Buy
25,897
+7
+0% +$1.39K 1.99% 7
2019
Q3 		$5.56M Buy
25,890
+183
+0.7% +$39.2K 2.47% 7
2019
Q2 		$5.34M Sell
25,707
-1,032
-4% -$204K 2.4% 7
2019
Q1 		$5.08M Sell
26,739
-529
-2% -$96K 2.23% 8
2018
Q4 		$4.84M Buy
27,268
+1,005
+4% +$178K 2.35% 7
2018
Q3 		$4.39M Buy
26,263
+1,629
+7% +$261K 1.84% 10
2018
Q2 		$3.86M Sell
24,634
-622
-2% -$101K 1.72% 10
2018
Q1 		$3.95M Buy
25,256
+318
+1% +$52.3K 1.83% 11
2017
Q4 		$4.29M Buy
24,938
+184
+0.7% +$30.9K 1.88% 9
2017
Q3 		$3.88M Buy
24,754
+15
+0.1% +$2.35K 1.9% 9
2017
Q2 		$3.79M Sell
24,739
-486
-2% -$70.2K 1.93% 9
2017
Q1 		$3.27M Sell
25,225
-641
-2% -$80.4K 1.71% 12
2016
Q4 		$3.15M Buy
25,866
+254
+1% +$29.8K 1.65% 11
2016
Q3 		$2.96M Hold
25,612
– – 1.61% 13
2016
Q2 		$3.08M Sell
25,612
-246
-1% -$30.8K 1.71% 11
2016
Q1 		$3.25M Sell
25,858
-997
-4% -$119K 1.8% 11
2015
Q4 		$3.17M Buy
26,855
+5
+0% +$559 1.77% 10
2015
Q3 		$2.65M Buy
26,850
+2
+0% +$195 1.59% 11
2015
Q2 		$2.55M Buy
26,848
+280
+1% +$27.1K 1.46% 14
2015
Q1 		$2.59M Buy
26,568
+18,292
+221% +$1.74M 1.62% 13
2014
Q4 		$775K Buy
8,276
+915
+12% +$85.7K 0.48% 49
2014
Q3 		$698K Sell
7,361
-355
-5% -$33.9K 0.44% 52
2014
Q2 		$777K Buy
7,716
+355
+5% +$35.8K 0.47% 50
2014
Q1 		$722K Sell
7,361
-1,550
-17% -$148K 0.47% 49
2013
Q4 		$865K Buy
8,911
+186
+2% +$17.9K 0.54% 41
2013
Q3 		$839K Buy
8,725
+524
+6% +$51.2K 0.64% 39
2013
Q2 		$812K Buy
+8,201
New +$821K 0.62% 38

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCI Wealth Advisors's MCD Position: Q2 2026 in Review

TCI Wealth Advisors reduced its McDonald's (MCD) stake by 0.84% in Q2 2026, selling an estimated $46.5K and leaving 19,048 shares worth $5.15M. The position accounts for 0.22% of the portfolio, ranked #47.

TCI Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.21M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TCI Wealth Advisors held 19,048 shares of McDonald's worth $5.15M as of Q2 2026.
  • TCI Wealth Advisors sold 162 McDonald's shares in Q2 2026, an estimated $46.5K.
  • McDonald's made up 0.22% of TCI Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • TCI Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's McDonald's position peaked at $6.21M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.