National Philanthropic Trust’s McDonald's MCD Stock Holding History

National Philanthropic 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	$1.24M	Buy	4,589 +368	+9%	+$106K	0.02%	219
2026 Q1	$1.31M	Sell	4,221 -23	-0.5%	-$7.33K	0.01%	193
2025 Q4	$1.3M	Buy	4,244 +2,968	+233%	+$909K	0.01%	195
2025 Q3	$388K	Buy	1,276 +316	+33%	+$96.2K	﹤0.01%	245
2025 Q2	$280K	Buy	+960	New	+$296K	﹤0.01%	249
2024 Q1	–	Sell	-1,387	Closed	-$411K	–	299
2023 Q4	$411K	Buy	+1,387	New	+$378K	0.01%	222

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

Norges Bank Oslo, Norway $1T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

National Philanthropic Trust's MCD Position: Q2 2026 in Review

National Philanthropic Trust increased its McDonald's (MCD) stake by 8.7% in Q2 2026, buying an estimated $106K and bringing the position to 4,589 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #219.

National Philanthropic Trust first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 3,321 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

National Philanthropic Trust held 4,589 shares of McDonald's worth $1.24M as of Q2 2026.
National Philanthropic Trust bought 368 McDonald's shares in Q2 2026, an estimated $106K.
McDonald's made up 0.02% of National Philanthropic Trust's portfolio in Q2 2026, its #219 holding.
National Philanthropic Trust first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
National Philanthropic Trust's McDonald's position peaked at $1.31M in Q1 2026.
3,321 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.