GenTrust’s McDonald's MCD Stock Holding History

GenTrust’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	$213K	Buy	+786	New	+$225K	0.01%	191
2025 Q2	–	Sell	-1,118	Closed	-$349K	–	191
2025 Q1	$349K	Hold	1,118	–	–	0.02%	146
2024 Q4	$324K	Hold	1,118	–	–	0.01%	155
2024 Q3	$341K	Buy	+1,118	New	+$308K	0.02%	153
2024 Q2	–	Sell	-1,043	Closed	-$294K	–	184
2024 Q1	$294K	Buy	1,043 +210	+25%	+$61.1K	0.02%	116
2023 Q4	$247K	Hold	833	–	–	0.02%	117
2023 Q3	$220K	Hold	833	–	–	0.02%	124
2023 Q2	$249K	Hold	833	–	–	0.02%	126
2023 Q1	$233K	Buy	+833	New	+$223K	0.02%	132

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

GenTrust's MCD Position: Q2 2026 in Review

GenTrust opened a new position in McDonald's (MCD) in Q2 2026: 786 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: GenTrust previously reported a position in MCD as recently as Q1 2025.

GenTrust first reported a position in MCD in Q1 2023 and has held it in 9 quarters since. The position peaked at $349K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

GenTrust held 786 shares of McDonald's worth $213K as of Q2 2026.
McDonald's was a new GenTrust position in Q2 2026.
McDonald's made up 0.01% of GenTrust's portfolio in Q2 2026, its #191 holding.
GenTrust first reported a position in McDonald's in Q1 2023 and has held it in 9 quarters since.
GenTrust's McDonald's position peaked at $349K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.