InvesTrust’s McDonald's MCD Stock Holding History

InvesTrust’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 Q3	$2.45M	Sell	10,630 -1,815	-15%	-$478K	0.99%	29
2026 Q2	$3.36M	Sell	12,445 -132	-1%	-$37.8K	1.29%	24
2026 Q1	$3.91M	Sell	12,577 -10	-0.1%	-$3.19K	1.64%	18
2025 Q4	$3.85M	Sell	12,587 -1,270	-9%	-$389K	1.49%	17
2025 Q3	$4.21M	Sell	13,857 -67	-0.5%	-$20.4K	1.54%	19
2025 Q2	$4.07M	Sell	13,924 -13,740	-50%	-$4.24M	1.57%	19
2025 Q1	$8.64M	Buy	27,664 +3	+0%	+$897	2.36%	9
2024 Q4	$8.02M	Buy	+27,661	New	+$8.25M	2.23%	12

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

InvesTrust's MCD Position: Q3 2026 in Review

InvesTrust reduced its McDonald's (MCD) stake by 15% in Q3 2026, selling an estimated $478K and leaving 10,630 shares worth $2.45M. The position accounts for 0.99% of the portfolio, ranked #29.

InvesTrust first reported a position in MCD in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.64M in Q1 2025. 1,569 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

InvesTrust held 10,630 shares of McDonald's worth $2.45M as of Q3 2026.
InvesTrust sold 1,815 McDonald's shares in Q3 2026, an estimated $478K.
McDonald's made up 0.99% of InvesTrust's portfolio in Q3 2026, its #29 holding.
InvesTrust first reported a position in McDonald's in Q4 2024 and has held it in 8 quarters since.
InvesTrust's McDonald's position peaked at $8.64M in Q1 2025.
1,569 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.