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Tower Wealth Partners’s McDonald's MCD Stock Holding History

Tower Wealth Partners’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 		$627K Buy
2,318
+40
+2% +$11.5K 0.31% 37
2026
Q1 		$708K Buy
2,278
+46
+2% +$14.7K 0.39% 30
2025
Q4 		$682K Buy
2,232
+15
+0.7% +$4.59K 0.38% 32
2025
Q3 		$674K Buy
2,217
+139
+7% +$42.3K 0.37% 31
2025
Q2 		$607K Buy
2,078
+232
+13% +$71.5K 0.36% 32
2025
Q1 		$577K Buy
1,846
+304
+20% +$90.9K 0.31% 31
2024
Q4 		$447K Sell
1,542
-136
-8% -$40.6K 0.23% 38
2024
Q3 		$511K Sell
1,678
-263
-14% -$72.5K 0.3% 30
2024
Q2 		$495K Sell
1,941
-30
-2% -$7.96K 0.31% 30
2024
Q1 		$556K Buy
1,971
+33
+2% +$9.6K 0.36% 31
2023
Q4 		$575K Sell
1,938
-3
-0.2% -$817 0.41% 28
2023
Q3 		$511K Buy
1,941
+14
+0.7% +$3.99K 0.42% 31
2023
Q2 		$575K Sell
1,927
-81
-4% -$23.5K 0.46% 28
2023
Q1 		$561K Buy
2,008
+32
+2% +$8.57K 0.47% 28
2022
Q4 		$521K Buy
1,976
+70
+4% +$18.5K 0.45% 29
2022
Q3 		$520K Sell
1,906
-115
-6% -$29.4K 0.49% 28
2022
Q2 		$499K Buy
2,021
+210
+12% +$51.7K 0.66% 25
2022
Q1 		$448K Sell
1,811
-9
-0.5% -$2.24K 0.49% 29
2021
Q4 		$488K Sell
1,820
-348
-16% -$87.9K 0.49% 27
2021
Q3 		$523K Buy
2,168
+63
+3% +$15K 0.55% 24
2021
Q2 		$486K Buy
2,105
+17
+0.8% +$3.96K 0.53% 28
2021
Q1 		$468K Buy
2,088
+175
+9% +$37.4K 0.6% 26
2020
Q4 		$410K Buy
+1,913
New +$416K 0.47% 26

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tower Wealth Partners's MCD Position: Q2 2026 in Review

Tower Wealth Partners increased its McDonald's (MCD) stake by 1.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,318 shares worth $627K. The position accounts for 0.31% of the portfolio, ranked #37.

Tower Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $708K in Q1 2026. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Tower Wealth Partners held 2,318 shares of McDonald's worth $627K as of Q2 2026.
  • Tower Wealth Partners bought 40 McDonald's shares in Q2 2026, an estimated $11.5K.
  • McDonald's made up 0.31% of Tower Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Tower Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's McDonald's position peaked at $708K in Q1 2026.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.