Transatlantique Private Wealth’s McDonald's MCD Stock Holding History

Transatlantique Private Wealth’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
2025 Q4	$275K	Hold	899	–	–	0.09%	194
2025 Q3	$273K	Hold	899	–	–	0.09%	202
2025 Q2	$263K	Hold	899	–	–	0.1%	193
2025 Q1	$281K	Buy	899 +9	+1%	+$2.69K	0.11%	190
2024 Q4	$258K	Hold	890	–	–	0.1%	187
2024 Q3	$271K	Hold	890	–	–	0.1%	187
2024 Q2	$227K	Hold	890	–	–	0.09%	190
2024 Q1	$251K	Hold	890	–	–	0.11%	194
2023 Q4	$264K	Hold	890	–	–	0.12%	191
2023 Q3	$234K	Hold	890	–	–	0.13%	182
2023 Q2	$266K	Sell	890 -123	-12%	-$35.7K	0.14%	180
2023 Q1	$283K	Hold	1,013	–	–	0.16%	175
2022 Q4	$267K	Hold	1,013	–	–	0.16%	167
2022 Q3	$234K	Hold	1,013	–	–	0.16%	189
2022 Q2	$250K	Buy	+1,013	New	+$249K	0.17%	176

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Transatlantique Private Wealth's MCD Position: Q4 2025 in Review

Transatlantique Private Wealth held its McDonald's (MCD) position steady in Q4 2025 at 899 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #194.

Transatlantique Private Wealth first reported a position in MCD in Q2 2022 and has held it in 15 quarters since. The position peaked at $283K in Q1 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Transatlantique Private Wealth held 899 shares of McDonald's worth $275K as of Q4 2025.
Transatlantique Private Wealth left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.09% of Transatlantique Private Wealth's portfolio in Q4 2025, its #194 holding.
Transatlantique Private Wealth first reported a position in McDonald's in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's McDonald's position peaked at $283K in Q1 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.