Tyler-Stone Wealth Management’s McDonald's MCD Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$1.45M	Sell	4,958 -4	-0.1%	-$1.23K	0.23%	86
2025 Q1	$1.55M	Sell	4,962 -446	-8%	-$133K	0.28%	73
2024 Q4	$1.57M	Buy	5,408 +207	+4%	+$61.7K	0.28%	71
2024 Q3	$1.58M	Buy	5,201 +2,707	+109%	+$746K	0.3%	73
2024 Q2	$636K	Sell	2,494 -164	-6%	-$43.5K	0.26%	78
2024 Q1	$749K	Sell	2,658 -55	-2%	-$16K	0.33%	55
2023 Q4	$805K	Buy	2,713 +16	+0.6%	+$4.36K	0.4%	52
2023 Q3	$711K	Buy	2,697 +35	+1%	+$9.98K	0.41%	51
2023 Q2	$794K	Buy	+2,662	New	+$773K	0.45%	46
2022 Q4	$683K	Buy	2,593 +1	+0%	+$264	0.46%	50
2022 Q3	$598K	Hold	2,592	–	–	0.46%	54
2022 Q2	$640K	Buy	2,592 +43	+2%	+$10.6K	0.43%	54
2022 Q1	$630K	Buy	2,549 +10	+0.4%	+$2.49K	0.35%	65
2021 Q4	$681K	Buy	+2,539	New	+$641K	0.36%	55

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tyler-Stone Wealth Management's MCD Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its McDonald's (MCD) stake by 0.08% in Q2 2025, selling an estimated $1.23K and leaving 4,958 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #86.

Tyler-Stone Wealth Management first reported a position in MCD in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.58M in Q3 2024. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Tyler-Stone Wealth Management held 4,958 shares of McDonald's worth $1.45M as of Q2 2025.
Tyler-Stone Wealth Management sold 4 McDonald's shares in Q2 2025, an estimated $1.23K.
McDonald's made up 0.23% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #86 holding.
Tyler-Stone Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's McDonald's position peaked at $1.58M in Q3 2024.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.