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Turning Point Benefit Group’s McDonald's MCD Stock Holding History

Turning Point Benefit Group’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 		$391K Buy
1,445
+81
+6% +$23.2K 0.17% 80
2026
Q1 		$422K Buy
1,364
+52
+4% +$16.6K 0.27% 64
2025
Q4 		$401K Buy
1,312
+212
+19% +$64.9K 0.21% 62
2025
Q3 		$331K Buy
+1,100
New +$335K 0.2% 67
2025
Q1 		– Sell
-799
Closed -$227K – 71
2024
Q4 		$227K Buy
+799
New +$238K 0.22% 58

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Turning Point Benefit Group's MCD Position: Q2 2026 in Review

Turning Point Benefit Group increased its McDonald's (MCD) stake by 5.9% in Q2 2026, buying an estimated $23.2K and bringing the position to 1,445 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #80.

Turning Point Benefit Group first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. The position peaked at $422K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Turning Point Benefit Group held 1,445 shares of McDonald's worth $391K as of Q2 2026.
  • Turning Point Benefit Group bought 81 McDonald's shares in Q2 2026, an estimated $23.2K.
  • McDonald's made up 0.17% of Turning Point Benefit Group's portfolio in Q2 2026, its #80 holding.
  • Turning Point Benefit Group first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
  • Turning Point Benefit Group's McDonald's position peaked at $422K in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.