TSG Advice Partners’s McDonald's MCD Stock Holding History

TSG Advice 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	$1.68M	Buy	5,408 +49	+0.9%	+$15.6K	0.25%	35
2025 Q4	$1.64M	Buy	+5,359	New	+$1.64M	0.25%	24

Other funds holding MCD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSG Advice Partners's MCD Position: Q1 2026 in Review

TSG Advice Partners increased its McDonald's (MCD) stake by 0.91% in Q1 2026, buying an estimated $15.6K and bringing the position to 5,408 shares worth $1.68M. The position accounts for 0.25% of the portfolio, ranked #35.

TSG Advice Partners first reported a position in MCD in Q4 2025 and has held it in 2 quarters since. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

TSG Advice Partners held 5,408 shares of McDonald's worth $1.68M as of Q1 2026.
TSG Advice Partners bought 49 McDonald's shares in Q1 2026, an estimated $15.6K.
McDonald's made up 0.25% of TSG Advice Partners's portfolio in Q1 2026, its #35 holding.
TSG Advice Partners first reported a position in McDonald's in Q4 2025 and has held it in 2 quarters since.
3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.