Tennessee Valley Asset Management Partners’s McDonald's MCD Stock Holding History

Tennessee Valley Asset Management Partners’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	$219K	Sell	705 -29	-4%	-$9.24K	0.03%	179
2025 Q4	$224K	Sell	734 -5	-0.7%	-$1.53K	0.03%	169
2025 Q3	$225K	Buy	+739	New	+$225K	0.03%	160
2025 Q2	–	Sell	-766	Closed	-$239K	–	135
2025 Q1	$239K	Buy	766 +6	+0.8%	+$1.79K	0.04%	146
2024 Q4	$220K	Buy	+760	New	+$227K	0.04%	148
2024 Q1	–	Sell	-442	Closed	-$131K	–	476
2023 Q4	$131K	Buy	+442	New	+$120K	0.02%	156

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Tennessee Valley Asset Management Partners's MCD Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its McDonald's (MCD) stake by 4% in Q1 2026, selling an estimated $9.24K and leaving 705 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #179.

Tennessee Valley Asset Management Partners first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $239K in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Tennessee Valley Asset Management Partners held 705 shares of McDonald's worth $219K as of Q1 2026.
Tennessee Valley Asset Management Partners sold 29 McDonald's shares in Q1 2026, an estimated $9.24K.
McDonald's made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #179 holding.
Tennessee Valley Asset Management Partners first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
Tennessee Valley Asset Management Partners's McDonald's position peaked at $239K in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.