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Intrua Financial’s McDonald's MCD Stock Holding History

Intrua Financial’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 		$800K Sell
2,960
-158
-5% -$45.3K 0.07% 199
2026
Q1 		$969K Sell
3,118
-258
-8% -$82.2K 0.1% 163
2025
Q4 		$1.03M Sell
3,376
-169
-5% -$51.8K 0.11% 150
2025
Q3 		$1.08M Sell
3,545
-708
-17% -$215K 0.12% 142
2025
Q2 		$1.24M Buy
4,253
+989
+30% +$305K 0.17% 94
2025
Q1 		$1.02M Sell
3,264
-287
-8% -$85.8K 0.15% 107
2024
Q4 		$1.03M Sell
3,551
-707
-17% -$211K 0.16% 104
2024
Q3 		$1.3M Sell
4,258
-497
-10% -$137K 0.19% 96
2024
Q2 		$1.21M Sell
4,755
-18
-0.4% -$4.78K 0.18% 108
2024
Q1 		$1.35M Sell
4,773
-122
-2% -$35.5K 0.19% 108
2023
Q4 		$1.45M Buy
4,895
+383
+8% +$104K 0.21% 102
2023
Q3 		$1.19M Sell
4,512
-177
-4% -$50.5K 0.2% 107
2023
Q2 		$1.4M Buy
4,689
+799
+21% +$232K 0.24% 100
2023
Q1 		$1.15M Sell
3,890
-139
-3% -$37.2K 0.24% 96
2022
Q4 		$1.06M Buy
4,029
+499
+14% +$132K 0.25% 96
2022
Q3 		$814K Sell
3,530
-1,343
-28% -$343K 0.22% 106
2022
Q2 		$1.2M Sell
4,873
-548
-10% -$135K 0.26% 85
2022
Q1 		$1.34M Buy
5,421
+227
+4% +$56.5K 0.24% 87
2021
Q4 		$1.39M Sell
5,194
-386
-7% -$97.5K 0.24% 93
2021
Q3 		$1.35M Buy
5,580
+399
+8% +$95.2K 0.25% 92
2021
Q2 		$1.22M Sell
5,181
-21
-0.4% -$4.89K 0.29% 76
2021
Q1 		$1.22M Buy
5,202
+1,718
+49% +$367K 0.31% 71
2020
Q4 		$748K Buy
3,484
+76
+2% +$16.5K 0.33% 58
2020
Q3 		$727K Sell
3,408
-1,186
-26% -$243K 0.36% 55
2020
Q2 		$949K Buy
+4,594
New +$842K 0.36% 62

Other funds holding MCD

Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intrua Financial's MCD Position: Q2 2026 in Review

Intrua Financial reduced its McDonald's (MCD) stake by 5.1% in Q2 2026, selling an estimated $45.3K and leaving 2,960 shares worth $800K. The position accounts for 0.07% of the portfolio, ranked #199.

Intrua Financial first reported a position in MCD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q4 2023. 1,292 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Intrua Financial held 2,960 shares of McDonald's worth $800K as of Q2 2026.
  • Intrua Financial sold 158 McDonald's shares in Q2 2026, an estimated $45.3K.
  • McDonald's made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #199 holding.
  • Intrua Financial first reported a position in McDonald's in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's McDonald's position peaked at $1.45M in Q4 2023.
  • 1,292 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.