Tred Avon Family Wealth’s McDonald's MCD Stock Holding History

Tred Avon Family 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
2026 Q2	$1.61M	Sell	5,942 -45	-0.8%	-$12.9K	0.49%	42
2026 Q1	$1.86M	Sell	5,987 -54	-0.9%	-$17.2K	0.62%	34
2025 Q4	$1.85M	Buy	6,041 +416	+7%	+$127K	0.6%	34
2025 Q3	$1.71M	Buy	+5,625	New	+$1.71M	0.59%	38

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tred Avon Family Wealth's MCD Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its McDonald's (MCD) stake by 0.75% in Q2 2026, selling an estimated $12.9K and leaving 5,942 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #42.

Tred Avon Family Wealth first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.86M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tred Avon Family Wealth held 5,942 shares of McDonald's worth $1.61M as of Q2 2026.
Tred Avon Family Wealth sold 45 McDonald's shares in Q2 2026, an estimated $12.9K.
McDonald's made up 0.49% of Tred Avon Family Wealth's portfolio in Q2 2026, its #42 holding.
Tred Avon Family Wealth first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
Tred Avon Family Wealth's McDonald's position peaked at $1.86M in Q1 2026.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.