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TFG Advisers’s McDonald's MCD Stock Holding History

TFG Advisers’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
2025
Q2 		$1.71M Buy
5,843
+1
+0% +$308 0.58% 47
2025
Q1 		$1.82M Sell
5,842
-31
-0.5% -$9.27K 0.66% 44
2024
Q4 		$1.7M Buy
5,873
+56
+1% +$16.7K 0.61% 44
2024
Q3 		$1.77M Sell
5,817
-200
-3% -$55.1K 0.64% 44
2024
Q2 		$1.53M Sell
6,017
-120
-2% -$31.8K 0.6% 49
2024
Q1 		$1.73M Sell
6,137
-33
-0.5% -$9.6K 0.68% 43
2023
Q4 		$1.83M Buy
6,170
+196
+3% +$53.3K 0.77% 35
2023
Q3 		$1.57M Buy
5,974
+411
+7% +$117K 0.74% 37
2023
Q2 		$1.66M Buy
5,563
+63
+1% +$18.3K 0.76% 35
2023
Q1 		$1.54M Buy
5,500
+197
+4% +$52.8K 0.74% 36
2022
Q4 		$1.4M Buy
5,303
+43
+0.8% +$11.3K 0.72% 39
2022
Q3 		$1.21M Buy
5,260
+321
+6% +$82K 0.68% 41
2022
Q2 		$1.22M Sell
4,939
-33
-0.7% -$8.13K 0.65% 41
2022
Q1 		$1.23M Sell
4,972
-11
-0.2% -$2.74K 0.56% 49
2021
Q4 		$1.34M Sell
4,983
-321
-6% -$81K 0.58% 47
2021
Q3 		$1.28M Buy
5,304
+26
+0.5% +$6.21K 0.62% 49
2021
Q2 		$1.22M Buy
5,278
+3
+0.1% +$698 0.59% 54
2021
Q1 		$1.18M Sell
5,275
-624
-11% -$133K 0.61% 52
2020
Q4 		$1.26M Buy
5,899
+153
+3% +$33.3K 0.66% 49
2020
Q3 		$1.26M Buy
5,746
+48
+0.8% +$9.86K 0.73% 40
2020
Q2 		$1.05M Sell
5,698
-16
-0.3% -$2.93K 0.68% 48
2020
Q1 		$944K Buy
5,714
+50
+0.9% +$9.85K 0.75% 46
2019
Q4 		$1.12M Buy
5,664
+102
+2% +$20.2K 0.63% 51
2019
Q3 		$1.19M Buy
5,562
+123
+2% +$26.4K 0.79% 40
2019
Q2 		$1.13M Buy
5,439
+31
+0.6% +$6.14K 0.77% 42
2019
Q1 		$1.03M Buy
5,408
+375
+7% +$68.1K 0.74% 44
2018
Q4 		$893K Buy
+5,033
New +$893K 0.75% 46

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFG Advisers's MCD Position: Q2 2025 in Review

TFG Advisers increased its McDonald's (MCD) stake by 0.02% in Q2 2025, buying an estimated $308 and bringing the position to 5,843 shares worth $1.71M. The position accounts for 0.58% of the portfolio, ranked #47.

TFG Advisers first reported a position in MCD in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.83M in Q4 2023. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • TFG Advisers held 5,843 shares of McDonald's worth $1.71M as of Q2 2025.
  • TFG Advisers bought 1 McDonald's share in Q2 2025, an estimated $308.
  • McDonald's made up 0.58% of TFG Advisers's portfolio in Q2 2025, its #47 holding.
  • TFG Advisers first reported a position in McDonald's in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's McDonald's position peaked at $1.83M in Q4 2023.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.