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 Q2	$221K	Buy	816 +111	+16%	+$31.8K	0.02%	197
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Tennessee Valley Asset Management Partners's MCD Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its McDonald's (MCD) stake by 16% in Q2 2026, buying an estimated $31.8K and bringing the position to 816 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #197.

Tennessee Valley Asset Management Partners first reported a position in MCD in Q4 2023 and has held it in 7 quarters since. The position peaked at $239K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tennessee Valley Asset Management Partners held 816 shares of McDonald's worth $221K as of Q2 2026.
Tennessee Valley Asset Management Partners bought 111 McDonald's shares in Q2 2026, an estimated $31.8K.
McDonald's made up 0.02% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #197 holding.
Tennessee Valley Asset Management Partners first reported a position in McDonald's in Q4 2023 and has held it in 7 quarters since.
Tennessee Valley Asset Management Partners's McDonald's position peaked at $239K in Q1 2025.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.