JTC Employer Solutions Trustee’s McDonald's MCD Stock Holding History

JTC Employer Solutions Trustee’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 Q1	$1.1M	Hold	3,540	–	–	0.09%	56
2025 Q4	$1.08M	Hold	3,540	–	–	0.07%	61
2025 Q3	$1.08M	Hold	3,540	–	–	0.09%	57
2025 Q2	$1.03M	Hold	3,540	–	–	0.1%	55
2025 Q1	$1.1M	Hold	3,540	–	–	0.09%	56
2024 Q4	$1.03M	Hold	3,540	–	–	0.07%	57
2024 Q3	$1.08M	Hold	3,540	–	–	0.07%	57
2024 Q2	$902K	Hold	3,540	–	–	0.06%	58
2024 Q1	$999K	Hold	3,540	–	–	0.06%	59
2023 Q4	$1.05M	Hold	3,540	–	–	0.09%	59
2023 Q3	$932K	Hold	3,540	–	–	0.09%	57
2023 Q2	$1.06M	Hold	3,540	–	–	0.1%	54
2023 Q1	$990K	Hold	3,540	–	–	0.11%	53
2022 Q4	$933K	Hold	3,540	–	–	0.08%	57
2022 Q3	$817K	Hold	3,540	–	–	0.14%	48
2022 Q2	$874K	Hold	3,540	–	–	0.11%	46
2022 Q1	$876K	Hold	3,540	–	–	0.1%	49
2021 Q4	$949K	Hold	3,540	–	–	0.12%	48
2021 Q3	$853K	Hold	3,540	–	–	0.11%	51
2021 Q2	$818K	Buy	+3,540	New	+$824K	0.12%	37

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

JTC Employer Solutions Trustee's MCD Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its McDonald's (MCD) position steady in Q1 2026 at 3,540 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #56.

JTC Employer Solutions Trustee first reported a position in MCD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q1 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

JTC Employer Solutions Trustee held 3,540 shares of McDonald's worth $1.1M as of Q1 2026.
JTC Employer Solutions Trustee left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.09% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #56 holding.
JTC Employer Solutions Trustee first reported a position in McDonald's in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's McDonald's position peaked at $1.1M in Q1 2025.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.