TLFA
MCD icon

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
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 $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

True Link Financial Advisors's MCD Position: Q1 2026 in Review

True Link Financial Advisors opened a new position in McDonald's (MCD) in Q1 2026: 384 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: True Link Financial Advisors previously reported a position in MCD as recently as Q4 2021.

True Link Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • True Link Financial Advisors held 384 shares of McDonald's worth $119K as of Q1 2026.
  • McDonald's was a new True Link Financial Advisors position in Q1 2026.
  • McDonald's made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • True Link Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 6 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.