Advisortrust Partners’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Sell
926
-98
-10% -$28.1K 0.09% 175
2026
Q1
$318K Buy
1,024
+160
+19% +$51K 0.13% 123
2025
Q4
$264K Buy
+864
New +$265K 0.12% 131

Other funds holding MCD

Advisortrust Partners's MCD Position: Q2 2026 in Review

Advisortrust Partners reduced its McDonald's (MCD) stake by 9.6% in Q2 2026, selling an estimated $28.1K and leaving 926 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #175.

Advisortrust Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 3,443 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Advisortrust Partners held 926 shares of McDonald's worth $250K as of Q2 2026.
  • Advisortrust Partners sold 98 McDonald's shares in Q2 2026, an estimated $28.1K.
  • McDonald's made up 0.09% of Advisortrust Partners's portfolio in Q2 2026, its #175 holding.
  • Advisortrust Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's McDonald's position peaked at $318K in Q1 2026.
  • 3,443 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.