Midwest Trust’s McDonald's MCD Stock Holding History

Midwest Trust’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	$64.2M	Buy	237,515 +9,945	+4%	+$2.85M	0.73%	39
2026 Q1	$70.7M	Buy	227,570 +6,334	+3%	+$2.02M	0.88%	27
2025 Q4	$67.6M	Buy	221,236 +7,182	+3%	+$2.2M	0.84%	27
2025 Q3	$65M	Buy	214,054 +93	+0%	+$28.3K	0.85%	29
2025 Q2	$62.5M	Buy	+213,961	New	+$66M	0.87%	27

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Midwest Trust's MCD Position: Q2 2026 in Review

Midwest Trust increased its McDonald's (MCD) stake by 4.4% in Q2 2026, buying an estimated $2.85M and bringing the position to 237,515 shares worth $64.2M. The position accounts for 0.73% of the portfolio, ranked #39.

Midwest Trust first reported a position in MCD in Q2 2025 and has held it in 5 quarters since. The position peaked at $70.7M in Q1 2026. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Midwest Trust held 237,515 shares of McDonald's worth $64.2M as of Q2 2026.
Midwest Trust bought 9,945 McDonald's shares in Q2 2026, an estimated $2.85M.
McDonald's made up 0.73% of Midwest Trust's portfolio in Q2 2026, its #39 holding.
Midwest Trust first reported a position in McDonald's in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's McDonald's position peaked at $70.7M in Q1 2026.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.