TLWM Financial
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
Q3 		$701K Sell
3,037
-119
-4% -$31.3K 0.11% 51
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% +$6.44K 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% +$2.18K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TLWM Financial's MCD Position: Q3 2026 in Review

TLWM Financial reduced its McDonald's (MCD) stake by 3.8% in Q3 2026, selling an estimated $31.3K and leaving 3,037 shares worth $701K. The position accounts for 0.11% of the portfolio, ranked #51.

TLWM Financial first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $1M in Q1 2026. 2,249 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • TLWM Financial held 3,037 shares of McDonald's worth $701K as of Q3 2026.
  • TLWM Financial sold 119 McDonald's shares in Q3 2026, an estimated $31.3K.
  • McDonald's made up 0.11% of TLWM Financial's portfolio in Q3 2026, its #51 holding.
  • TLWM Financial first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • TLWM Financial's McDonald's position peaked at $1M in Q1 2026.
  • 2,249 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.