Turtle Creek Wealth Advisors’s McDonald's MCD Stock Holding History

Turtle Creek Wealth Advisors’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 Q3	$6.56M	Sell	28,395 -34,744	-55%	-$9.14M	0.33%	68
2026 Q2	$17.1M	Buy	63,139 +9,455	+18%	+$2.71M	0.9%	29
2026 Q1	$16.7M	Buy	53,684 +3,677	+7%	+$1.17M	1.26%	18
2025 Q4	$15.3M	Buy	50,007 +6,415	+15%	+$1.96M	1.2%	19
2025 Q3	$13.2M	Buy	43,592 +5,879	+16%	+$1.79M	1.18%	20
2025 Q2	$11M	Buy	37,713 +2,184	+6%	+$673K	1.3%	18
2025 Q1	$11.1M	Buy	35,529 +16,902	+91%	+$5.06M	1.66%	12
2024 Q4	$5.4M	Buy	18,627 +884	+5%	+$264K	1.25%	24
2024 Q3	$5.4M	Buy	17,743 +478	+3%	+$132K	1.08%	30
2024 Q2	$4.4M	Buy	17,265 +4,062	+31%	+$1.08M	1.02%	39
2024 Q1	$3.72M	Buy	13,203 +2,501	+23%	+$727K	0.91%	44
2023 Q4	$3.17M	Buy	+10,702	New	+$2.91M	0.93%	33

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Turtle Creek Wealth Advisors's MCD Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its McDonald's (MCD) stake by 55% in Q3 2026, selling an estimated $9.14M and leaving 28,395 shares worth $6.56M. The position accounts for 0.33% of the portfolio, ranked #68.

Turtle Creek Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q2 2026. 1,472 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Turtle Creek Wealth Advisors held 28,395 shares of McDonald's worth $6.56M as of Q3 2026.
Turtle Creek Wealth Advisors sold 34,744 McDonald's shares in Q3 2026, an estimated $9.14M.
McDonald's made up 0.33% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #68 holding.
Turtle Creek Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Turtle Creek Wealth Advisors's McDonald's position peaked at $17.1M in Q2 2026.
1,472 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.