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 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

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

New Covenant Trust Company's MCD Position: Q2 2026 in Review

New Covenant Trust Company increased its McDonald's (MCD) stake by 8% in Q2 2026, buying an estimated $22.1K and bringing the position to 1,040 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #79.

New Covenant Trust Company first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $299K in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

New Covenant Trust Company held 1,040 shares of McDonald's worth $281K as of Q2 2026.
New Covenant Trust Company bought 77 McDonald's shares in Q2 2026, an estimated $22.1K.
McDonald's made up 0.21% of New Covenant Trust Company's portfolio in Q2 2026, its #79 holding.
New Covenant Trust Company first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
New Covenant Trust Company's McDonald's position peaked at $299K in Q1 2026.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.