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 Q3	$706K	Buy	3,059 +514	+20%	+$135K	0.2%	51
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%	+$1.8K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Tilson Financial Group's MCD Position: Q3 2026 in Review

Tilson Financial Group increased its McDonald's (MCD) stake by 20% in Q3 2026, buying an estimated $135K and bringing the position to 3,059 shares worth $706K. The position accounts for 0.2% of the portfolio, ranked #51.

Tilson Financial Group first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $770K in Q1 2025. 2,224 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Tilson Financial Group held 3,059 shares of McDonald's worth $706K as of Q3 2026.
Tilson Financial Group bought 514 McDonald's shares in Q3 2026, an estimated $135K.
McDonald's made up 0.2% of Tilson Financial Group's portfolio in Q3 2026, its #51 holding.
Tilson Financial Group first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Tilson Financial Group's McDonald's position peaked at $770K in Q1 2025.
2,224 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.