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True Link Financial Advisors’s McDonald's MCD Stock Holding History

True Link Financial Advisors’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 		– Sell
-384
Closed -$119K – 270
2026
Q1 		$119K Buy
+384
New +$122K 0.01% 135
2022
Q1 		– Sell
-22
Closed -$6K – 215
2021
Q4 		$6K Hold
22
– – ﹤0.01% 666
2021
Q3 		$5K Hold
22
– – ﹤0.01% 672
2021
Q2 		$5K Hold
22
– – ﹤0.01% 604
2021
Q1 		$5K Hold
22
– – ﹤0.01% 638
2020
Q4 		$5K Buy
+22
New +$4.78K ﹤0.01% 654

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's MCD Position: Q2 2026 in Review

True Link Financial Advisors sold out of McDonald's (MCD) in Q2 2026, closing a stake of 384 shares — an estimated $119K sold.

True Link Financial Advisors first reported a position in MCD in Q4 2020 and held it in 6 quarters. The position peaked at $119K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • True Link Financial Advisors reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 384 McDonald's shares in Q2 2026, an estimated $119K.
  • True Link Financial Advisors first reported a position in McDonald's in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's McDonald's position peaked at $119K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.