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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
Q2 		$3.36M Sell
12,445
-132
-1% -$37.9K 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

InvesTrust's MCD Position: Q2 2026 in Review

InvesTrust reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $37.9K and leaving 12,445 shares worth $3.36M. The position accounts for 1.29% of the portfolio, ranked #24.

InvesTrust first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.64M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • InvesTrust held 12,445 shares of McDonald's worth $3.36M as of Q2 2026.
  • InvesTrust sold 132 McDonald's shares in Q2 2026, an estimated $37.9K.
  • McDonald's made up 1.29% of InvesTrust's portfolio in Q2 2026, its #24 holding.
  • InvesTrust first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's McDonald's position peaked at $8.64M in Q1 2025.
  • 1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.