Teamwork Financial Advisors’s McDonald's MCD Stock Holding History

Teamwork Financial 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	–	Sell	-719	Closed	-$223K	–	233
2026 Q1	$223K	Buy	719 +63	+10%	+$20.1K	0.02%	199
2025 Q4	$200K	Buy	+656	New	+$201K	0.02%	195
2022 Q1	–	Sell	-748	Closed	-$201K	–	301
2021 Q4	$201K	Buy	+748	New	+$189K	0.04%	286
2020 Q2	–	Sell	-3,171	Closed	-$524K	–	198
2020 Q1	$524K	Sell	3,171 -249	-7%	-$49.1K	0.32%	62
2019 Q4	$676K	Buy	+3,420	New	+$678K	0.4%	57

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

Teamwork Financial Advisors's MCD Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 719 shares — an estimated $223K sold.

Teamwork Financial Advisors first reported a position in MCD in Q4 2019 and held it in 5 quarters. The position peaked at $676K in Q4 2019. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Teamwork Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
Teamwork Financial Advisors sold 719 McDonald's shares in Q2 2026, an estimated $223K.
Teamwork Financial Advisors first reported a position in McDonald's in Q4 2019 and held it in 5 quarters.
Teamwork Financial Advisors's McDonald's position peaked at $676K in Q4 2019.
3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.