Advantage Trust Company’s McDonald's MCD Stock Holding History

Advantage Trust Company’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	$820K	Buy	3,032 +2,139	+240%	+$613K	0.29%	26
2026 Q1	$278K	Sell	893 -50	-5%	-$15.9K	0.12%	36
2025 Q4	$288K	Sell	943 -1,500	-61%	-$459K	0.13%	32
2025 Q3	$742K	Hold	2,443	–	–	0.34%	24
2025 Q2	$714K	Sell	2,443 -50	-2%	-$15.4K	0.35%	24
2025 Q1	$779K	Sell	2,493 -1,066	-30%	-$319K	0.47%	20
2024 Q4	$1.03M	Buy	3,559 +16	+0.5%	+$4.77K	0.61%	17
2024 Q3	$1.08M	Hold	3,543	–	–	0.73%	16
2024 Q2	$903K	Hold	3,543	–	–	0.65%	15
2024 Q1	$999K	Sell	3,543 -100	-3%	-$29.1K	0.74%	16
2023 Q4	$1.08M	Buy	+3,643	New	+$992K	0.85%	17

Other funds holding MCD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Advantage Trust Company's MCD Position: Q2 2026 in Review

Advantage Trust Company increased its McDonald's (MCD) stake by 240% in Q2 2026, buying an estimated $613K and bringing the position to 3,032 shares worth $820K. The position accounts for 0.29% of the portfolio, ranked #26.

Advantage Trust Company first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2023. 1,165 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Advantage Trust Company held 3,032 shares of McDonald's worth $820K as of Q2 2026.
Advantage Trust Company bought 2,139 McDonald's shares in Q2 2026, an estimated $613K.
McDonald's made up 0.29% of Advantage Trust Company's portfolio in Q2 2026, its #26 holding.
Advantage Trust Company first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's McDonald's position peaked at $1.08M in Q4 2023.
1,165 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.