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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
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 		$1.43M 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

tru Independence's MCD Position: Q2 2026 in Review

tru Independence increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 3,536 shares worth $956K. The position accounts for 0.42% of the portfolio, ranked #30.

tru Independence first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.6M in Q2 2020. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • tru Independence held 3,536 shares of McDonald's worth $956K as of Q2 2026.
  • tru Independence bought 46 McDonald's shares in Q2 2026, an estimated $13.2K.
  • McDonald's made up 0.42% of tru Independence's portfolio in Q2 2026, its #30 holding.
  • tru Independence first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's McDonald's position peaked at $1.6M in Q2 2020.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.