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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
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 		$1.6K Buy
8,702
+85
+1% +$15.6K 0.23% 83
2020
Q1 		$1.43K Hold
8,617
– – 0.23% 84
2019
Q4 		$1.43M Buy
+8,617
New +$1.71M 0.21% 97

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

tru Independence's MCD Position: Q1 2026 in Review

tru Independence increased its McDonald's (MCD) stake by 0.35% in Q1 2026, buying an estimated $3.82K and bringing the position to 3,490 shares worth $1.08M. The position accounts for 0.54% of the portfolio, ranked #25.

tru Independence first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.43M in Q4 2019. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • tru Independence held 3,490 shares of McDonald's worth $1.08M as of Q1 2026.
  • tru Independence bought 12 McDonald's shares in Q1 2026, an estimated $3.82K.
  • McDonald's made up 0.54% of tru Independence's portfolio in Q1 2026, its #25 holding.
  • tru Independence first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • tru Independence's McDonald's position peaked at $1.43M in Q4 2019.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.