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Blue Trust Inc’s McDonald's MCD Stock Holding History

Blue Trust Inc’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 		$3.32M Sell
12,298
-763
-6% -$219K 0.03% 141
2026
Q1 		$4.06M Sell
13,061
-2,617
-17% -$834K 0.05% 116
2025
Q4 		$4.79M Sell
15,678
-993
-6% -$304K 0.05% 102
2025
Q3 		$5.07M Sell
16,671
-40
-0.2% -$12.2K 0.06% 98
2025
Q2 		$4.88M Buy
16,711
+1,262
+8% +$389K 0.06% 101
2025
Q1 		$4.83M Buy
15,449
+1,775
+13% +$531K 0.06% 93
2024
Q4 		$3.96M Sell
13,674
-4,884
-26% -$1.46M 0.05% 103
2024
Q3 		$4.73M Buy
18,558
+4,721
+34% +$1.3M 0.06% 87
2024
Q2 		$3.9M Buy
13,837
+2,385
+21% +$633K 0.05% 81
2024
Q1 		$3.23M Sell
11,452
-120
-1% -$34.9K 0.05% 77
2023
Q4 		$3.05M Buy
11,572
+22
+0.2% +$5.99K 0.05% 76
2023
Q3 		$3.45M Buy
11,550
+1,403
+14% +$400K 0.05% 75
2023
Q2 		$2.84M Sell
10,147
-2,686
-21% -$780K 0.05% 85
2023
Q1 		$3.38M Sell
12,833
-813
-6% -$218K 0.06% 86
2022
Q4 		$3.15M Buy
13,646
+3,372
+33% +$890K 0.06% 85
2022
Q3 		$2.54M Buy
10,274
+488
+5% +$125K 0.04% 86
2022
Q2 		$2.42M Buy
+9,786
New +$2.41M 0.04% 85

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 $3.37T AUM 44.26% 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

Blue Trust Inc's MCD Position: Q2 2026 in Review

Blue Trust Inc reduced its McDonald's (MCD) stake by 5.8% in Q2 2026, selling an estimated $219K and leaving 12,298 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #141.

Blue Trust Inc first reported a position in MCD in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.07M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Blue Trust Inc held 12,298 shares of McDonald's worth $3.32M as of Q2 2026.
  • Blue Trust Inc sold 763 McDonald's shares in Q2 2026, an estimated $219K.
  • McDonald's made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #141 holding.
  • Blue Trust Inc first reported a position in McDonald's in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's McDonald's position peaked at $5.07M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.