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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Wood Tarver Financial Group's MCD Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its McDonald's (MCD) stake by 0.21% in Q1 2026, selling an estimated $956 and leaving 1,415 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #97.

Wood Tarver Financial Group first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $462K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Wood Tarver Financial Group held 1,415 shares of McDonald's worth $439K as of Q1 2026.
  • Wood Tarver Financial Group sold 3 McDonald's shares in Q1 2026, an estimated $956.
  • McDonald's made up 0.12% of Wood Tarver Financial Group's portfolio in Q1 2026, its #97 holding.
  • Wood Tarver Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's McDonald's position peaked at $462K in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.