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Tilia Fiduciary Partners’s McDonald's MCD Stock Holding History

Tilia Fiduciary 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
Q3 		$327K Sell
1,417
-6
-0.4% -$1.58K 0.15% 88
2026
Q2 		$385K Sell
1,423
-15
-1% -$4.3K 0.18% 90
2026
Q1 		$447K Sell
1,438
-57
-4% -$18.2K 0.25% 82
2025
Q4 		$457K Sell
1,495
-33
-2% -$10.1K 0.25% 77
2025
Q3 		$464K Sell
1,528
-406
-21% -$124K 0.27% 75
2025
Q2 		$565K Buy
1,934
+11
+0.6% +$3.39K 0.34% 73
2025
Q1 		$601K Sell
1,923
-21
-1% -$6.28K 0.4% 70
2024
Q4 		$564K Buy
1,944
+2
+0.1% +$596 0.38% 65
2024
Q3 		$591K Buy
1,942
+27
+1% +$7.44K 0.41% 63
2024
Q2 		$488K Buy
1,915
+23
+1% +$6.1K 0.38% 66
2024
Q1 		$533K Sell
1,892
-326
-15% -$94.8K 0.43% 64
2023
Q4 		$658K Sell
2,218
-292
-12% -$79.5K 0.61% 58
2023
Q3 		$661K Buy
2,510
+134
+6% +$38.2K 0.69% 54
2023
Q2 		$709K Sell
2,376
-78
-3% -$22.7K 0.63% 52
2023
Q1 		$686K Buy
2,454
+2
+0.1% +$536 0.65% 52
2022
Q4 		$646K Sell
2,452
-11
-0.4% -$2.9K 0.62% 55
2022
Q3 		$584K Sell
2,463
-12
-0.5% -$3.07K 0.59% 54
2022
Q2 		$622K Buy
2,475
+43
+2% +$10.6K 0.59% 55
2022
Q1 		$601K Sell
2,432
-31
-1% -$7.72K 0.51% 59
2021
Q4 		$660K Buy
+2,463
New +$622K 0.53% 57

Other funds holding MCD

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tilia Fiduciary Partners's MCD Position: Q3 2026 in Review

Tilia Fiduciary Partners reduced its McDonald's (MCD) stake by 0.42% in Q3 2026, selling an estimated $1.58K and leaving 1,417 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #88.

Tilia Fiduciary Partners first reported a position in MCD in Q4 2021 and has held it in 20 quarters since. The position peaked at $709K in Q2 2023. 472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Tilia Fiduciary Partners held 1,417 shares of McDonald's worth $327K as of Q3 2026.
  • Tilia Fiduciary Partners sold 6 McDonald's shares in Q3 2026, an estimated $1.58K.
  • McDonald's made up 0.15% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #88 holding.
  • Tilia Fiduciary Partners first reported a position in McDonald's in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's McDonald's position peaked at $709K in Q2 2023.
  • 472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.