Gates Foundation Trust’s McDonald's MCD Stock Holding History

Gates Foundation Trust’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	$90.5M	Hold	334,900	–	–	0.26%	19
2026 Q1	$104M	Hold	334,900	–	–	0.33%	16
2025 Q4	$102M	Hold	334,900	–	–	0.29%	18
2025 Q3	$102M	Hold	334,900	–	–	0.28%	16
2025 Q2	$97.8M	Hold	334,900	–	–	0.2%	17
2025 Q1	$105M	Hold	334,900	–	–	0.25%	17
2024 Q4	$97.1M	Buy	+334,900	New	+$99.9M	0.23%	17
2014 Q4	–	Sell	-10,872,500	Closed	-$1.03B	–	21
2014 Q3	$1.03B	Hold	10,872,500	–	–	4.75%	4
2014 Q2	$1.1B	Hold	10,872,500	–	–	5.49%	5
2014 Q1	$1.07B	Hold	10,872,500	–	–	5.38%	4
2013 Q4	$1.05B	Buy	10,872,500 +1,000,000	+10%	+$96.1M	5.26%	3
2013 Q3	$950M	Hold	9,872,500	–	–	4.88%	3
2013 Q2	$977M	Buy	+9,872,500	New	+$989M	5.49%	3

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gates Foundation Trust's MCD Position: Q2 2026 in Review

Gates Foundation Trust held its McDonald's (MCD) position steady in Q2 2026 at 334,900 shares worth $90.5M. The position accounts for 0.26% of the portfolio, ranked #19.

Gates Foundation Trust first reported a position in MCD in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.1B in Q2 2014. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Gates Foundation Trust held 334,900 shares of McDonald's worth $90.5M as of Q2 2026.
Gates Foundation Trust left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.26% of Gates Foundation Trust's portfolio in Q2 2026, its #19 holding.
Gates Foundation Trust first reported a position in McDonald's in Q2 2013 and has held it in 13 quarters since.
Gates Foundation Trust's McDonald's position peaked at $1.1B in Q2 2014.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gates Foundation Trust's 13F filing for Q2 2026, filed 14 Aug 2026.