TI-Trust’s McDonald's MCD Stock Holding History

TI-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 Q3	$651K	Sell	2,817 -100	-3%	-$26.3K	0.36%	75
2026 Q2	$788K	Hold	2,917	–	–	0.42%	66
2026 Q1	$907K	Hold	2,917	–	–	0.54%	56
2025 Q4	$892K	Sell	2,917 -14	-0.5%	-$4.29K	0.55%	53
2025 Q3	$891K	Buy	2,931 +14	+0.5%	+$4.26K	0.56%	50
2025 Q2	$852K	Buy	2,917 +135	+5%	+$41.6K	0.57%	50
2025 Q1	$869K	Hold	2,782	–	–	0.58%	46
2024 Q4	$806K	Hold	2,782	–	–	0.54%	47
2024 Q3	$847K	Hold	2,782	–	–	0.61%	44
2024 Q2	$709K	Sell	2,782 -150	-5%	-$39.8K	0.55%	47
2024 Q1	$827K	Sell	2,932 -32	-1%	-$9.31K	0.61%	44
2023 Q4	$879K	Sell	2,964 -500	-14%	-$136K	0.78%	40
2023 Q3	$913K	Buy	3,464 +30	+0.9%	+$8.56K	0.87%	34
2023 Q2	$1.02M	Hold	3,434	–	–	0.94%	33
2023 Q1	$960K	Hold	3,434	–	–	0.9%	33
2022 Q4	$905K	Hold	3,434	–	–	0.86%	34
2022 Q3	$792K	Buy	3,434 +100	+3%	+$25.6K	0.85%	34
2022 Q2	$823K	Buy	3,334 +1,050	+46%	+$259K	0.84%	35
2022 Q1	$565K	Buy	2,284 +289	+14%	+$72K	0.51%	68
2021 Q4	$535K	Buy	+1,995	New	+$504K	0.48%	69
2019 Q4	$465K	Buy	+2,355	New	+$467K	0.46%	68

Other funds holding MCD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TI-Trust's MCD Position: Q3 2026 in Review

TI-Trust reduced its McDonald's (MCD) stake by 3.4% in Q3 2026, selling an estimated $26.3K and leaving 2,817 shares worth $651K. The position accounts for 0.36% of the portfolio, ranked #75.

TI-Trust first reported a position in MCD in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.02M in Q2 2023. 2,019 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

TI-Trust held 2,817 shares of McDonald's worth $651K as of Q3 2026.
TI-Trust sold 100 McDonald's shares in Q3 2026, an estimated $26.3K.
McDonald's made up 0.36% of TI-Trust's portfolio in Q3 2026, its #75 holding.
TI-Trust first reported a position in McDonald's in Q4 2019 and has held it in 21 quarters since.
TI-Trust's McDonald's position peaked at $1.02M in Q2 2023.
2,019 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.