Tower View Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.61M | Sell |
11,603
-563
| -5% | -$179K | 1.85% | 20 |
|
|
2025
Q4 | $3.72M | Buy |
12,166
+242
| +2% | +$74.1K | 1.84% | 20 |
|
|
2025
Q3 | $3.62M | Buy |
11,924
+133
| +1% | +$40.5K | 1.87% | 23 |
|
|
2025
Q2 | $3.45M | Buy |
11,791
+226
| +2% | +$69.7K | 1.79% | 27 |
|
|
2025
Q1 | $3.61M | Sell |
11,565
-86
| -0.7% | -$25.7K | 2.1% | 23 |
|
|
2024
Q4 | $3.38M | Buy |
11,651
+188
| +2% | +$56.1K | 1.79% | 26 |
|
|
2024
Q3 | $3.49M | Buy |
11,463
+78
| +0.7% | +$21.5K | 1.91% | 22 |
|
|
2024
Q2 | $2.9M | Buy |
11,385
+237
| +2% | +$62.9K | 1.67% | 26 |
|
|
2024
Q1 | $3.14M | Buy |
11,148
+140
| +1% | +$40.7K | 1.84% | 26 |
|
|
2023
Q4 | $3.26M | Buy |
11,008
+530
| +5% | +$144K | 2.02% | 26 |
|
|
2023
Q3 | $2.76M | Buy |
10,478
+1,552
| +17% | +$443K | 1.94% | 27 |
|
|
2023
Q2 | $2.66M | Sell |
8,926
-326
| -4% | -$94.7K | 1.81% | 29 |
|
|
2023
Q1 | $2.59M | Buy |
9,252
+160
| +2% | +$42.9K | 1.74% | 28 |
|
|
2022
Q4 | $2.4M | Sell |
9,092
-36
| -0.4% | -$9.5K | 1.67% | 28 |
|
|
2022
Q3 | $2.11M | Buy |
9,128
+128
| +1% | +$32.7K | 1.6% | 28 |
|
|
2022
Q2 | $2.22M | Buy |
9,000
+111
| +1% | +$27.3K | 1.63% | 29 |
|
|
2022
Q1 | $2.2M | Buy |
8,889
+2,162
| +32% | +$539K | 1.18% | 37 |
|
|
2021
Q4 | $1.8M | Buy |
6,727
+6,483
| +2,657% | +$1.64M | 0.92% | 45 |
|
|
2021
Q3 | $59K | Buy |
244
+1
| +0.4% | +$239 | 0.03% | 96 |
|
|
2021
Q2 | $56K | Sell |
243
-34
| -12% | -$7.91K | 0.03% | 96 |
|
|
2021
Q1 | $62K | Sell |
277
-141
| -34% | -$30.2K | 0.03% | 98 |
|
|
2020
Q4 | $90K | Buy |
418
+112
| +37% | +$24.4K | 0.05% | 93 |
|
|
2020
Q3 | $67K | Buy |
306
+2
| +0.7% | +$411 | 0.04% | 85 |
|
|
2020
Q2 | $56K | Buy |
304
+2
| +0.7% | +$367 | 0.04% | 81 |
|
|
2020
Q1 | $50K | Sell |
302
-5,725
| -95% | -$1.13M | 0.05% | 73 |
|
|
2019
Q4 | $1.19M | Buy |
6,027
+2,891
| +92% | +$573K | 0.9% | 42 |
|
|
2019
Q3 | $673K | Buy |
3,136
+2,319
| +284% | +$497K | 0.56% | 52 |
|
|
2019
Q2 | $170K | Buy |
817
+87
| +12% | +$17.2K | 0.15% | 60 |
|
|
2019
Q1 | $139K | Buy |
730
+355
| +95% | +$64.4K | 0.12% | 62 |
|
|
2018
Q4 | $67K | Buy |
375
+64
| +21% | +$11.3K | 0.07% | 69 |
|
|
2018
Q3 | $52K | Buy |
311
+2
| +0.6% | +$321 | 0.05% | 89 |
|
|
2018
Q2 | $48K | Sell |
309
-18
| -6% | -$2.92K | 0.05% | 88 |
|
|
2018
Q1 | $51K | Buy |
327
+22
| +7% | +$3.62K | 0.05% | 86 |
|
|
2017
Q4 | $53K | Buy |
+305
| New | +$51.2K | 0.05% | 88 |
|
Other funds holding MCD
VCM
VPM
DAM
Tower View Wealth Management's MCD Position: Q1 2026 in Review
Tower View Wealth Management reduced its McDonald's (MCD) stake by 4.6% in Q1 2026, selling an estimated $179K and leaving 11,603 shares worth $3.61M. The position accounts for 1.85% of the portfolio, ranked #20.
Tower View Wealth Management first reported a position in MCD in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.72M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Tower View Wealth Management held 11,603 shares of McDonald's worth $3.61M as of Q1 2026.
- Tower View Wealth Management sold 563 McDonald's shares in Q1 2026, an estimated $179K.
- McDonald's made up 1.85% of Tower View Wealth Management's portfolio in Q1 2026, its #20 holding.
- Tower View Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's McDonald's position peaked at $3.72M in Q4 2025.
- 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.