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New Covenant Trust Company’s McDonald's MCD Stock Holding History

New Covenant 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 		$261K Buy
1,132
+92
+9% +$24.2K 0.18% 97
2026
Q2 		$281K Buy
1,040
+77
+8% +$22.1K 0.21% 79
2026
Q1 		$299K Buy
963
+165
+21% +$52.6K 0.27% 69
2025
Q4 		$242K Buy
798
+13
+2% +$3.98K 0.22% 79
2025
Q3 		$239K Sell
785
-17
-2% -$5.17K 0.22% 77
2025
Q2 		$234K Sell
802
-4
-0.5% -$1.23K 0.21% 75
2025
Q1 		$248K Buy
806
+13
+2% +$3.89K 0.26% 71
2024
Q4 		$230K Sell
793
-17
-2% -$5.07K 0.23% 78
2024
Q3 		$246K Hold
810
– – 0.24% 73
2024
Q2 		$208K Sell
810
-39
-5% -$10.3K 0.24% 74
2024
Q1 		$239K Buy
+849
New +$247K 0.24% 68

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
GI
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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

New Covenant Trust Company's MCD Position: Q3 2026 in Review

New Covenant Trust Company increased its McDonald's (MCD) stake by 8.8% in Q3 2026, buying an estimated $24.2K and bringing the position to 1,132 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #97.

New Covenant Trust Company first reported a position in MCD in Q1 2024 and has held it in 11 quarters since. The position peaked at $299K in Q1 2026. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • New Covenant Trust Company held 1,132 shares of McDonald's worth $261K as of Q3 2026.
  • New Covenant Trust Company bought 92 McDonald's shares in Q3 2026, an estimated $24.2K.
  • McDonald's made up 0.18% of New Covenant Trust Company's portfolio in Q3 2026, its #97 holding.
  • New Covenant Trust Company first reported a position in McDonald's in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's McDonald's position peaked at $299K in Q1 2026.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.