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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Matrix Trust Company's MCD Position: Q2 2026 in Review

Matrix Trust Company reduced its McDonald's (MCD) stake by 0.21% in Q2 2026, selling an estimated $4.01K and leaving 6,753 shares worth $1.82M. The position accounts for 0.26% of the portfolio, ranked #45.

Matrix Trust Company first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Matrix Trust Company held 6,753 shares of McDonald's worth $1.82M as of Q2 2026.
  • Matrix Trust Company sold 14 McDonald's shares in Q2 2026, an estimated $4.01K.
  • McDonald's made up 0.26% of Matrix Trust Company's portfolio in Q2 2026, its #45 holding.
  • Matrix Trust Company first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Matrix Trust Company's McDonald's position peaked at $2.37M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.