Matrix Trust Company’s McDonald's MCD Stock Holding History

Matrix Trust Company’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	$1.56M	Hold	6,753	–	–	0.23%	48
2026 Q2	$1.82M	Sell	6,753 -14	-0.2%	-$4.01K	0.26%	45
2026 Q1	$2.1M	Buy	6,767 +107	+2%	+$34.1K	0.35%	38
2025 Q4	$2.04M	Sell	6,660 -754	-10%	-$231K	0.34%	37
2025 Q3	$2.25M	Sell	7,414 -354	-5%	-$108K	0.35%	39
2025 Q2	$2.27M	Buy	7,768 +197	+3%	+$60.7K	0.36%	40
2025 Q1	$2.37M	Buy	7,571 +86	+1%	+$25.7K	0.4%	31
2024 Q4	$2.17M	Buy	7,485 +1,507	+25%	+$449K	0.38%	34
2024 Q3	$1.82M	Buy	+5,978	New	+$1.65M	0.34%	38

Other funds holding MCD

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Matrix Trust Company's MCD Position: Q3 2026 in Review

Matrix Trust Company held its McDonald's (MCD) position steady in Q3 2026 at 6,753 shares worth $1.56M. The position accounts for 0.23% of the portfolio, ranked #48.

Matrix Trust Company first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.37M in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Matrix Trust Company held 6,753 shares of McDonald's worth $1.56M as of Q3 2026.
Matrix Trust Company left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.23% of Matrix Trust Company's portfolio in Q3 2026, its #48 holding.
Matrix Trust Company first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
Matrix Trust Company's McDonald's position peaked at $2.37M in Q1 2025.
179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Matrix Trust Company's 13F filing for Q3 2026, filed 7 Oct 2026.