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True North Advisors’s McDonald's MCD Stock Holding History

True North 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 		$438K Sell
1,622
-295
-15% -$84.6K 0.04% 192
2026
Q1 		$596K Buy
1,917
+17
+0.9% +$5.42K 0.07% 148
2025
Q4 		$581K Sell
1,900
-803
-30% -$246K 0.08% 147
2025
Q3 		$822K Buy
2,703
+413
+18% +$126K 0.13% 95
2025
Q2 		$669K Buy
2,290
+1,106
+93% +$341K 0.13% 117
2025
Q1 		$370K Buy
1,184
+41
+4% +$12.3K 0.07% 166
2024
Q4 		$331K Sell
1,143
-35
-3% -$10.4K 0.08% 131
2024
Q3 		$359K Buy
1,178
+151
+15% +$41.6K 0.09% 119
2024
Q2 		$262K Sell
1,027
-87
-8% -$23.1K 0.07% 159
2024
Q1 		$314K Buy
1,114
+124
+13% +$36.1K 0.09% 136
2023
Q4 		$293K Sell
990
-33
-3% -$8.98K 0.08% 138
2023
Q3 		$270K Buy
1,023
+25
+3% +$7.13K 0.08% 158
2023
Q2 		$298K Buy
+998
New +$290K 0.08% 167
2022
Q1 		– Sell
-1,237
Closed -$331K – 221
2021
Q4 		$331K Sell
1,237
-3,972
-76% -$1M 0.06% 189
2021
Q3 		$1.25M Buy
5,209
+910
+21% +$217K 0.25% 89
2021
Q2 		$993K Buy
4,299
+22
+0.5% +$5.12K 0.21% 94
2021
Q1 		$958K Sell
4,277
-144
-3% -$30.8K 0.23% 90
2020
Q4 		$948K Sell
4,421
-107
-2% -$23.3K 0.24% 82
2020
Q3 		$993K Buy
4,528
+40
+0.9% +$8.21K 0.29% 75
2020
Q2 		$827K Buy
+4,488
New +$823K 0.2% 86

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

True North Advisors's MCD Position: Q2 2026 in Review

True North Advisors reduced its McDonald's (MCD) stake by 15% in Q2 2026, selling an estimated $84.6K and leaving 1,622 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #192.

True North Advisors first reported a position in MCD in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.25M in Q3 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • True North Advisors held 1,622 shares of McDonald's worth $438K as of Q2 2026.
  • True North Advisors sold 295 McDonald's shares in Q2 2026, an estimated $84.6K.
  • McDonald's made up 0.04% of True North Advisors's portfolio in Q2 2026, its #192 holding.
  • True North Advisors first reported a position in McDonald's in Q2 2020 and has held it in 20 quarters since.
  • True North Advisors's McDonald's position peaked at $1.25M in Q3 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.