Harbour Trust & Investment Management’s McDonald's MCD Stock Holding History

Harbour Trust & Investment Management’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	$13.8M	Sell	50,948 -500	-1%	-$143K	1.33%	25
2026 Q1	$16M	Sell	51,448 -2,006	-4%	-$639K	1.7%	18
2025 Q4	$16.3M	Sell	53,454 -490	-0.9%	-$150K	1.67%	16
2025 Q3	$16.4M	Sell	53,944 -191	-0.4%	-$58.1K	1.69%	13
2025 Q2	$15.8M	Sell	54,135 -1,000	-2%	-$308K	1.75%	14
2025 Q1	$17.2M	Sell	55,135 -2,593	-4%	-$776K	2.09%	12
2024 Q4	$16.7M	Sell	57,728 -30	-0.1%	-$8.95K	1.9%	12
2024 Q3	$17.6M	Sell	57,758 -826	-1%	-$228K	2%	11
2024 Q2	$14.9M	Sell	58,584 -146	-0.2%	-$38.7K	1.78%	13
2024 Q1	$16.6M	Sell	58,730 -285	-0.5%	-$82.9K	2.08%	11
2023 Q4	$17.5M	Buy	+59,015	New	+$16.1M	2.47%	9

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Harbour Trust & Investment Management's MCD Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its McDonald's (MCD) stake by 0.97% in Q2 2026, selling an estimated $143K and leaving 50,948 shares worth $13.8M. The position accounts for 1.33% of the portfolio, ranked #25.

Harbour Trust & Investment Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.6M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Harbour Trust & Investment Management held 50,948 shares of McDonald's worth $13.8M as of Q2 2026.
Harbour Trust & Investment Management sold 500 McDonald's shares in Q2 2026, an estimated $143K.
McDonald's made up 1.33% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #25 holding.
Harbour Trust & Investment Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's McDonald's position peaked at $17.6M in Q3 2024.
1,624 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.