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TFB Advisors’s McDonald's MCD Stock Holding History

TFB 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
Q1 		$469K Sell
1,509
-116
-7% -$37K 0.25% 90
2025
Q4 		$497K Buy
1,625
+2
+0.1% +$613 0.14% 160
2025
Q3 		$494K Sell
1,623
-698
-30% -$212K 0.14% 158
2025
Q2 		$678K Buy
2,321
+356
+18% +$110K 0.18% 136
2025
Q1 		$614K Buy
1,965
+45
+2% +$13.5K 0.18% 136
2024
Q4 		$557K Buy
1,920
+57
+3% +$17K 0.16% 143
2024
Q3 		$567K Buy
1,863
+64
+4% +$17.6K 0.17% 136
2024
Q2 		$458K Buy
1,799
+217
+14% +$57.6K 0.15% 158
2024
Q1 		$434K Buy
1,582
+710
+81% +$206K 0.16% 149
2023
Q4 		$259K Buy
+872
New +$237K 0.13% 138
2023
Q3 		– Sell
-1,469
Closed -$438K – 178
2023
Q2 		$438K Sell
1,469
-37
-2% -$10.8K 0.19% 124
2023
Q1 		$421K Buy
1,506
+42
+3% +$11.3K 0.32% 60
2022
Q4 		$386K Buy
+1,464
New +$386K 0.32% 62

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

TFB Advisors's MCD Position: Q1 2026 in Review

TFB Advisors reduced its McDonald's (MCD) stake by 7.1% in Q1 2026, selling an estimated $37K and leaving 1,509 shares worth $469K. The position accounts for 0.25% of the portfolio, ranked #90.

TFB Advisors first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. The position peaked at $678K in Q2 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • TFB Advisors held 1,509 shares of McDonald's worth $469K as of Q1 2026.
  • TFB Advisors sold 116 McDonald's shares in Q1 2026, an estimated $37K.
  • McDonald's made up 0.25% of TFB Advisors's portfolio in Q1 2026, its #90 holding.
  • TFB Advisors first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
  • TFB Advisors's McDonald's position peaked at $678K in Q2 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.