TTWM
MCD icon

TCV Trust & Wealth Management’s McDonald's MCD Stock Holding History

TCV Trust & 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 		$4.06M Buy
15,025
+41
+0.3% +$11.8K 0.31% 63
2026
Q1 		$4.66M Sell
14,984
-35
-0.2% -$11.2K 0.39% 61
2025
Q4 		$4.59M Buy
15,019
+208
+1% +$63.7K 0.37% 64
2025
Q3 		$4.5M Buy
14,811
+261
+2% +$79.4K 0.38% 63
2025
Q2 		$4.25M Sell
14,550
-92
-0.6% -$28.4K 0.37% 64
2025
Q1 		$4.57M Sell
14,642
-43
-0.3% -$12.9K 0.42% 58
2024
Q4 		$4.26M Sell
14,685
-250
-2% -$74.5K 0.39% 59
2024
Q3 		$4.55M Buy
14,935
+270
+2% +$74.4K 0.41% 59
2024
Q2 		$3.74M Sell
14,665
-68
-0.5% -$18K 0.36% 61
2024
Q1 		$4.15M Sell
14,733
-124
-0.8% -$36.1K 0.4% 59
2023
Q4 		$4.41M Sell
14,857
-47
-0.3% -$12.8K 0.44% 57
2023
Q3 		$3.93M Buy
14,904
+160
+1% +$45.6K 0.43% 58
2023
Q2 		$4.4M Sell
14,744
-811
-5% -$236K 0.47% 57
2023
Q1 		$4.35M Buy
15,555
+372
+2% +$99.7K 0.48% 57
2022
Q4 		$4M Buy
15,183
+47
+0.3% +$12.4K 0.45% 60
2022
Q3 		$3.49M Sell
15,136
-480
-3% -$123K 0.44% 62
2022
Q2 		$3.85M Buy
15,616
+156
+1% +$38.4K 0.46% 63
2022
Q1 		$3.82M Sell
15,460
-185
-1% -$46.1K 0.41% 65
2021
Q4 		$4.19M Sell
15,645
-388
-2% -$98K 0.42% 65
2021
Q3 		$3.87M Sell
16,033
-24
-0.1% -$5.73K 0.43% 66
2021
Q2 		$3.7M Sell
16,057
-554
-3% -$129K 0.4% 68
2021
Q1 		$3.72M Sell
16,611
-238
-1% -$50.9K 0.43% 66
2020
Q4 		$3.62M Sell
16,849
-42
-0.2% -$9.13K 0.44% 66
2020
Q3 		$3.71M Sell
16,891
-278
-2% -$57.1K 0.5% 62
2020
Q2 		$3.17M Sell
17,169
-377
-2% -$69.1K 0.45% 65
2020
Q1 		$2.9M Sell
17,546
-798
-4% -$157K 0.48% 63
2019
Q4 		$3.63M Sell
18,344
-171
-0.9% -$33.9K 0.44% 65
2019
Q3 		$3.98M Buy
18,515
+830
+5% +$178K 0.51% 58
2019
Q2 		$3.67M Sell
17,685
-3
-0% -$594 0.48% 61
2019
Q1 		$3.36M Sell
17,688
-1,008
-5% -$183K 0.44% 65
2018
Q4 		$3.32M Sell
18,696
-611
-3% -$108K 0.49% 59
2018
Q3 		$3.23M Buy
19,307
+875
+5% +$140K 0.43% 60
2018
Q2 		$2.89M Buy
18,432
+225
+1% +$36.5K 0.4% 63
2018
Q1 		$2.85M Sell
18,207
-984
-5% -$162K 0.41% 62
2017
Q4 		$3.3M Sell
19,191
-228
-1% -$38.3K 0.46% 59
2017
Q3 		$3.04M Sell
19,419
-110
-0.6% -$17.2K 0.45% 59
2017
Q2 		$2.99M Sell
19,529
-225
-1% -$32.5K 0.45% 61
2017
Q1 		$2.56M Buy
19,754
+326
+2% +$40.9K 0.39% 68
2016
Q4 		$2.37M Sell
19,428
-342
-2% -$40.1K 0.38% 66
2016
Q3 		$2.28M Buy
19,770
+353
+2% +$41.8K 0.39% 68
2016
Q2 		$2.34M Buy
19,417
+97
+0.5% +$12.1K 0.41% 69
2016
Q1 		$2.43M Sell
19,320
-450
-2% -$53.8K 0.44% 64
2015
Q4 		$2.34M Sell
19,770
-950
-5% -$106K 0.41% 66
2015
Q3 		$2.04M Sell
20,720
-1,307
-6% -$127K 0.37% 71
2015
Q2 		$2.09M Buy
22,027
+785
+4% +$75.9K 0.34% 77
2015
Q1 		$2.07M Sell
21,242
-3,338
-14% -$317K 0.33% 79
2014
Q4 		$2.3M Sell
24,580
-3,527
-13% -$330K 0.38% 74
2014
Q3 		$2.66M Sell
28,107
-12,753
-31% -$1.22M 0.45% 66
2014
Q2 		$4.12M Sell
40,860
-15,524
-28% -$1.57M 0.67% 48
2014
Q1 		$5.53M Sell
56,384
-4,749
-8% -$454K 0.93% 34
2013
Q4 		$5.93M Sell
61,133
-205
-0.3% -$19.7K 1.01% 31
2013
Q3 		$5.9M Sell
61,338
-8,998
-13% -$878K 1.15% 25
2013
Q2 		$6.96M Buy
+70,336
New +$7.04M 1.42% 17

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

TCV Trust & Wealth Management's MCD Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its McDonald's (MCD) stake by 0.27% in Q2 2026, buying an estimated $11.8K and bringing the position to 15,025 shares worth $4.06M. The position accounts for 0.31% of the portfolio, ranked #63.

TCV Trust & Wealth Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.96M in Q2 2013. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TCV Trust & Wealth Management held 15,025 shares of McDonald's worth $4.06M as of Q2 2026.
  • TCV Trust & Wealth Management bought 41 McDonald's shares in Q2 2026, an estimated $11.8K.
  • McDonald's made up 0.31% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #63 holding.
  • TCV Trust & Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's McDonald's position peaked at $6.96M in Q2 2013.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.