TWP
MCD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Tower Wealth Partners's MCD Position: Q1 2026 in Review

Tower Wealth Partners increased its McDonald's (MCD) stake by 2.1% in Q1 2026, buying an estimated $14.7K and bringing the position to 2,278 shares worth $708K. The position accounts for 0.39% of the portfolio, ranked #30.

Tower Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Tower Wealth Partners held 2,278 shares of McDonald's worth $708K as of Q1 2026.
  • Tower Wealth Partners bought 46 McDonald's shares in Q1 2026, an estimated $14.7K.
  • McDonald's made up 0.39% of Tower Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Tower Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.