TF
MCD icon

TLWM Financial’s McDonald's MCD Stock Holding History

TLWM Financial’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 		$853K Sell
3,156
-74
-2% -$21.2K 0.14% 46
2026
Q1 		$1M Buy
3,230
+108
+3% +$34.4K 0.18% 38
2025
Q4 		$954K Sell
3,122
-47
-1% -$14.4K 0.17% 44
2025
Q3 		$963K Buy
3,169
+164
+5% +$49.9K 0.17% 48
2025
Q2 		$878K Sell
3,005
-1
-0% -$308 0.17% 47
2025
Q1 		$939K Buy
3,006
+57
+2% +$17K 0.19% 43
2024
Q4 		$855K Buy
2,949
+128
+5% +$38.2K 0.17% 50
2024
Q3 		$859K Sell
2,821
-58
-2% -$16K 0.17% 48
2024
Q2 		$734K Buy
2,879
+46
+2% +$12.2K 0.16% 52
2024
Q1 		$799K Sell
2,833
-58
-2% -$16.9K 0.18% 50
2023
Q4 		$857K Buy
2,891
+34
+1% +$9.25K 0.2% 42
2023
Q3 		$753K Buy
2,857
+179
+7% +$51.1K 0.2% 46
2023
Q2 		$799K Buy
2,678
+48
+2% +$13.9K 0.23% 39
2023
Q1 		$735K Sell
2,630
-13
-0.5% -$3.48K 0.23% 39
2022
Q4 		$697K Sell
2,643
-6,507
-71% -$1.72M 0.25% 41
2022
Q3 		$765K Buy
9,150
+6,581
+256% +$1.68M 0.34% 34
2022
Q2 		$627K Sell
2,569
-28
-1% -$6.9K 0.24% 44
2022
Q1 		$634K Buy
2,597
+67
+3% +$16.7K 0.22% 50
2021
Q4 		$678K Buy
2,530
+94
+4% +$23.7K 0.23% 49
2021
Q3 		$585K Buy
2,436
+27
+1% +$6.45K 0.22% 49
2021
Q2 		$560K Buy
2,409
+18
+0.8% +$4.19K 0.2% 53
2021
Q1 		$538K Buy
2,391
+107
+5% +$22.9K 0.2% 55
2020
Q4 		$490K Buy
2,284
+10
+0.4% +$2.17K 0.2% 53
2020
Q3 		$484K Buy
2,274
+75
+3% +$15.4K 0.23% 46
2020
Q2 		$404K Sell
2,199
-16
-0.7% -$2.93K 0.24% 47
2020
Q1 		$363K Buy
2,215
+43
+2% +$8.47K 0.21% 44
2019
Q4 		$435K Buy
+2,172
New +$431K 0.21% 49

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TLWM Financial's MCD Position: Q2 2026 in Review

TLWM Financial reduced its McDonald's (MCD) stake by 2.3% in Q2 2026, selling an estimated $21.2K and leaving 3,156 shares worth $853K. The position accounts for 0.14% of the portfolio, ranked #46.

TLWM Financial first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q1 2026. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TLWM Financial held 3,156 shares of McDonald's worth $853K as of Q2 2026.
  • TLWM Financial sold 74 McDonald's shares in Q2 2026, an estimated $21.2K.
  • McDonald's made up 0.14% of TLWM Financial's portfolio in Q2 2026, its #46 holding.
  • TLWM Financial first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • TLWM Financial's McDonald's position peaked at $1M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.