tru Independence
MCD icon

tru Independence’s McDonald's MCD Stock Holding History

tru Independence’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 		$803K Sell
3,478
-58
-2% -$15.3K 0.34% 37
2026
Q2 		$956K Buy
3,536
+46
+1% +$13.2K 0.42% 30
2026
Q1 		$1.08M Buy
3,490
+12
+0.3% +$3.82K 0.54% 25
2025
Q4 		$1.06M Buy
3,478
+1,038
+43% +$318K 0.27% 61
2025
Q3 		$742K Buy
2,440
+26
+1% +$7.91K 0.19% 72
2025
Q2 		$705K Buy
2,414
+6
+0.2% +$1.85K 0.2% 69
2025
Q1 		$752K Buy
2,408
+13
+0.5% +$3.89K 0.23% 64
2024
Q4 		$694K Buy
2,395
+17
+0.7% +$5.07K 0.22% 65
2024
Q3 		$724K Buy
2,378
+131
+6% +$36.1K 0.21% 68
2024
Q2 		$573K Buy
2,247
+44
+2% +$11.7K 0.17% 72
2024
Q1 		$621K Buy
2,203
+10
+0.5% +$2.91K 0.18% 72
2023
Q4 		$650K Sell
2,193
-27
-1% -$7.35K 0.2% 75
2023
Q3 		$585K Sell
2,220
-51
-2% -$14.5K 0.2% 77
2023
Q2 		$678K Buy
2,271
+9
+0.4% +$2.62K 0.22% 76
2023
Q1 		$633K Buy
2,262
+49
+2% +$13.1K 0.2% 79
2022
Q4 		$583K Buy
2,213
+10
+0.5% +$2.64K 0.19% 81
2022
Q3 		$508K Buy
2,203
+9
+0.4% +$2.3K 0.18% 81
2022
Q2 		$542K Buy
2,194
+466
+27% +$115K 0.17% 85
2022
Q1 		$427K Buy
1,728
+10
+0.6% +$2.49K 0.12% 108
2021
Q4 		$460K Buy
1,718
+9
+0.5% +$2.27K 0.13% 103
2021
Q3 		$412K Buy
+1,709
New +$408K 0.12% 104
2021
Q2 		– Sell
-5,324
Closed -$1.19M – 332
2021
Q1 		$1.19M Buy
5,324
+1,337
+34% +$286K 0.23% 94
2020
Q4 		$856 Buy
3,987
+392
+11% +$85.2K ﹤0.01% 350
2020
Q3 		$789K Sell
3,595
-5,107
-59% -$1.05M 0.22% 88
2020
Q2 		$1.6M Buy
8,702
+85
+1% +$15.6K 0.23% 83
2020
Q1 		$1.42M Hold
8,617
– – 0.23% 84
2019
Q4 		$1.42M Buy
+8,617
New +$1.71M 0.21% 97

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

tru Independence's MCD Position: Q3 2026 in Review

tru Independence reduced its McDonald's (MCD) stake by 1.6% in Q3 2026, selling an estimated $15.3K and leaving 3,478 shares worth $803K. The position accounts for 0.34% of the portfolio, ranked #37.

tru Independence first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.6M in Q2 2020. 810 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • tru Independence held 3,478 shares of McDonald's worth $803K as of Q3 2026.
  • tru Independence sold 58 McDonald's shares in Q3 2026, an estimated $15.3K.
  • McDonald's made up 0.34% of tru Independence's portfolio in Q3 2026, its #37 holding.
  • tru Independence first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • tru Independence's McDonald's position peaked at $1.6M in Q2 2020.
  • 810 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.