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Wood Tarver Financial Group’s McDonald's MCD Stock Holding History

Wood Tarver Financial 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 		$382K Hold
1,415
– – 0.09% 115
2026
Q1 		$439K Sell
1,415
-3
-0.2% -$956 0.12% 97
2025
Q4 		$433K Sell
1,418
-17
-1% -$5.21K 0.12% 100
2025
Q3 		$436K Sell
1,435
-43
-3% -$13.1K 0.13% 98
2025
Q2 		$431K Hold
1,478
– – 0.13% 92
2025
Q1 		$462K Buy
1,478
+1
+0.1% +$299 0.15% 85
2024
Q4 		$428K Buy
+1,477
New +$440K 0.14% 89

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's MCD Position: Q2 2026 in Review

Wood Tarver Financial Group held its McDonald's (MCD) position steady in Q2 2026 at 1,415 shares worth $382K. The position accounts for 0.09% of the portfolio, ranked #115.

Wood Tarver Financial Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $462K in Q1 2025. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Wood Tarver Financial Group held 1,415 shares of McDonald's worth $382K as of Q2 2026.
  • Wood Tarver Financial Group left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.09% of Wood Tarver Financial Group's portfolio in Q2 2026, its #115 holding.
  • Wood Tarver Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's McDonald's position peaked at $462K in Q1 2025.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.