Tilson Financial Group’s McDonald's MCD Stock Holding History

Tilson Financial Group’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	$688K	Buy	2,545 +81	+3%	+$23.2K	0.19%	48
2026 Q1	$766K	Hold	2,464	–	–	0.23%	42
2025 Q4	$753K	Buy	2,464 +1	+0%	+$306	0.23%	46
2025 Q3	$748K	Sell	2,463 -3	-0.1%	-$913	0.25%	43
2025 Q2	$721K	Hold	2,466	–	–	0.27%	40
2025 Q1	$770K	Buy	2,466 +6	+0.2%	+$1.79K	0.3%	38
2024 Q4	$713K	Sell	2,460 -3	-0.1%	-$895	0.29%	39
2024 Q3	$750K	Buy	+2,463	New	+$679K	0.33%	38

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tilson Financial Group's MCD Position: Q2 2026 in Review

Tilson Financial Group increased its McDonald's (MCD) stake by 3.3% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,545 shares worth $688K. The position accounts for 0.19% of the portfolio, ranked #48.

Tilson Financial Group first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $770K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tilson Financial Group held 2,545 shares of McDonald's worth $688K as of Q2 2026.
Tilson Financial Group bought 81 McDonald's shares in Q2 2026, an estimated $23.2K.
McDonald's made up 0.19% of Tilson Financial Group's portfolio in Q2 2026, its #48 holding.
Tilson Financial Group first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
Tilson Financial Group's McDonald's position peaked at $770K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.