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 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

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 $137B AUM 18.02% 1-Year Est. Return

Turtle Creek Wealth Advisors's MCD Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its McDonald's (MCD) stake by 7.4% in Q1 2026, buying an estimated $1.17M and bringing the position to 53,684 shares worth $16.7M. The position accounts for 1.26% of the portfolio, ranked #18.

Turtle Creek Wealth Advisors first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Turtle Creek Wealth Advisors held 53,684 shares of McDonald's worth $16.7M as of Q1 2026.
Turtle Creek Wealth Advisors bought 3,677 McDonald's shares in Q1 2026, an estimated $1.17M.
McDonald's made up 1.26% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Turtle Creek Wealth Advisors first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.