Tucker Asset Management’s McDonald's MCD Stock Holding History

Tucker Asset Management’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	$436K	Buy	1,613 +4	+0.2%	+$1.15K	0.11%	91
2026 Q1	$500K	Buy	1,609 +93	+6%	+$29.6K	0.15%	53
2025 Q4	$463K	Sell	1,516 -201	-12%	-$61.6K	0.13%	41
2025 Q3	$522K	Sell	1,717 -41	-2%	-$12.5K	0.16%	38
2025 Q2	$514K	Sell	1,758 -143	-8%	-$44.1K	0.16%	34
2025 Q1	$594K	Sell	1,901 -313	-14%	-$93.6K	0.19%	28
2024 Q4	$642K	Sell	2,214 -387	-15%	-$115K	0.07%	40
2024 Q3	$792K	Sell	2,601 -11	-0.4%	-$3.03K	0.18%	35
2024 Q2	$666K	Sell	2,612 -36	-1%	-$9.55K	0.15%	40
2024 Q1	$747K	Sell	2,648 -263	-9%	-$76.5K	0.17%	37
2023 Q4	$863K	Buy	2,911 +45	+2%	+$12.2K	0.22%	33
2023 Q3	$755K	Buy	2,866 +793	+38%	+$226K	0.2%	35
2023 Q2	$619K	Buy	2,073 +951	+85%	+$276K	0.18%	31
2023 Q1	$314K	Buy	1,122 +315	+39%	+$84.4K	0.09%	55
2022 Q4	$215K	Buy	807 +154	+24%	+$40.6K	0.07%	48
2022 Q3	$178K	Buy	653 +154	+31%	+$39.4K	0.06%	44
2022 Q2	$123K	Buy	499 +4	+0.8%	+$985	0.04%	36
2022 Q1	$122K	Buy	495 +1	+0.2%	+$249	0.04%	35
2021 Q4	$132K	Buy	494 +83	+20%	+$21K	0.04%	36
2021 Q3	$101K	Sell	411 -31	-7%	-$7.4K	0.04%	41
2021 Q2	$102K	Buy	442 +134	+44%	+$31.2K	0.05%	32
2021 Q1	$69K	Buy	308 +128	+71%	+$27.4K	0.04%	55
2020 Q4	$38.6K	Buy	+180	New	+$39.1K	0.02%	75

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

Tucker Asset Management's MCD Position: Q2 2026 in Review

Tucker Asset Management increased its McDonald's (MCD) stake by 0.25% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,613 shares worth $436K. The position accounts for 0.11% of the portfolio, ranked #91.

Tucker Asset Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $863K in Q4 2023. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Tucker Asset Management held 1,613 shares of McDonald's worth $436K as of Q2 2026.
Tucker Asset Management bought 4 McDonald's shares in Q2 2026, an estimated $1.15K.
McDonald's made up 0.11% of Tucker Asset Management's portfolio in Q2 2026, its #91 holding.
Tucker Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's McDonald's position peaked at $863K in Q4 2023.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.