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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Tred Avon Family Wealth's MCD Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its McDonald's (MCD) stake by 0.89% in Q1 2026, selling an estimated $17.2K and leaving 5,987 shares worth $1.86M. The position accounts for 0.62% of the portfolio, ranked #34.

Tred Avon Family Wealth first reported a position in MCD in Q3 2025 and has held it in 3 quarters since. 3,568 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Tred Avon Family Wealth held 5,987 shares of McDonald's worth $1.86M as of Q1 2026.
Tred Avon Family Wealth sold 54 McDonald's shares in Q1 2026, an estimated $17.2K.
McDonald's made up 0.62% of Tred Avon Family Wealth's portfolio in Q1 2026, its #34 holding.
Tred Avon Family Wealth first reported a position in McDonald's in Q3 2025 and has held it in 3 quarters since.
3,568 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.