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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
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

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

Tilia Fiduciary Partners's MCD Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its McDonald's (MCD) stake by 3.8% in Q1 2026, selling an estimated $18.2K and leaving 1,438 shares worth $447K. The position accounts for 0.25% of the portfolio, ranked #82.

Tilia Fiduciary Partners first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $709K in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Tilia Fiduciary Partners held 1,438 shares of McDonald's worth $447K as of Q1 2026.
  • Tilia Fiduciary Partners sold 57 McDonald's shares in Q1 2026, an estimated $18.2K.
  • McDonald's made up 0.25% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #82 holding.
  • Tilia Fiduciary Partners first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's McDonald's position peaked at $709K in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.