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TFC Financial Management’s McDonald's MCD Stock Holding History

TFC Financial 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 		$348K Buy
1,286
+195
+18% +$55.9K 0.04% 107
2026
Q1 		$339K Hold
1,091
– – 0.04% 97
2025
Q4 		$333K Buy
1,091
+104
+11% +$31.9K 0.04% 99
2025
Q3 		$300K Sell
987
-7
-0.7% -$2.13K 0.04% 100
2025
Q2 		$290K Buy
994
+157
+19% +$48.4K 0.04% 104
2025
Q1 		$261K Sell
837
-228
-21% -$68.2K 0.04% 103
2024
Q4 		$309K Sell
1,065
-23
-2% -$6.86K 0.05% 98
2024
Q3 		$331K Buy
1,088
+180
+20% +$49.6K 0.05% 92
2024
Q2 		$231K Buy
908
+195
+27% +$51.7K 0.04% 113
2024
Q1 		$201K Sell
713
-412
-37% -$120K 0.04% 117
2023
Q4 		$334K Buy
1,125
+1
+0.1% +$272 0.07% 81
2023
Q3 		$296K Buy
1,124
+418
+59% +$119K 0.07% 82
2023
Q2 		$211K Buy
706
+8
+1% +$2.32K 0.05% 101
2023
Q1 		$195K Sell
698
-259
-27% -$69.4K 0.05% 110
2022
Q4 		$252K Hold
957
– – 0.07% 83
2022
Q3 		$221K Hold
957
– – 0.07% 85
2022
Q2 		$236K Hold
957
– – 0.07% 86
2022
Q1 		$237K Hold
957
– – 0.07% 85
2021
Q4 		$257K Sell
957
-665
-41% -$168K 0.08% 87
2021
Q3 		$391K Hold
1,622
– – 0.13% 64
2021
Q2 		$375K Hold
1,622
– – 0.13% 66
2021
Q1 		$364K Hold
1,622
– – 0.14% 66
2020
Q4 		$348K Hold
1,622
– – 0.15% 66
2020
Q3 		$356K Buy
+1,622
New +$333K 0.18% 55

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

TFC Financial Management's MCD Position: Q2 2026 in Review

TFC Financial Management increased its McDonald's (MCD) stake by 18% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,286 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #107.

TFC Financial Management first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $391K in Q3 2021. 1,779 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TFC Financial Management held 1,286 shares of McDonald's worth $348K as of Q2 2026.
  • TFC Financial Management bought 195 McDonald's shares in Q2 2026, an estimated $55.9K.
  • McDonald's made up 0.04% of TFC Financial Management's portfolio in Q2 2026, its #107 holding.
  • TFC Financial Management first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's McDonald's position peaked at $391K in Q3 2021.
  • 1,779 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.