TRUE Private Wealth Advisors’s McDonald's MCD Stock Holding History

TRUE Private Wealth 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	$500K	Sell	1,851 -32	-2%	-$9.18K	0.04%	177
2026 Q1	$585K	Hold	1,883	–	–	0.06%	151
2025 Q4	$576K	Sell	1,883 -15	-0.8%	-$4.59K	0.06%	144
2025 Q3	$577K	Buy	1,898 +265	+16%	+$80.7K	0.06%	143
2025 Q2	$477K	Buy	1,633 +79	+5%	+$24.4K	0.05%	151
2025 Q1	$486K	Buy	1,554 +23	+2%	+$6.88K	0.06%	137
2024 Q4	$444K	Buy	1,531 +9	+0.6%	+$2.68K	0.05%	143
2024 Q3	$464K	Sell	1,522 -1,204	-44%	-$332K	0.06%	130
2024 Q2	$695K	Buy	2,726 +39	+1%	+$10.3K	0.08%	126
2024 Q1	$758K	Sell	2,687 -307	-10%	-$89.3K	0.09%	117
2023 Q4	$888K	Buy	2,994 +300	+11%	+$81.7K	0.11%	101
2023 Q3	$710K	Buy	2,694 +93	+4%	+$26.5K	0.1%	117
2023 Q2	$776K	Buy	2,601 +3	+0.1%	+$872	0.11%	94
2023 Q1	$726K	Buy	2,598 +4	+0.2%	+$1.07K	0.11%	101
2022 Q4	$684K	Buy	2,594 +3	+0.1%	+$791	0.11%	97
2022 Q3	$597K	Buy	2,591 +7	+0.3%	+$1.79K	0.09%	98
2022 Q2	$638K	Buy	2,584 +3	+0.1%	+$739	0.09%	103
2022 Q1	$656K	Sell	2,581 -8	-0.3%	-$1.99K	0.09%	116
2021 Q4	$694K	Buy	2,589 +667	+35%	+$168K	0.1%	127
2021 Q3	$463K	Sell	1,922 -10	-0.5%	-$2.39K	0.07%	151
2021 Q2	$446K	Sell	1,932 -61	-3%	-$14.2K	0.07%	144
2021 Q1	$447K	Sell	1,993 -715	-26%	-$153K	0.07%	143
2020 Q4	$581K	Sell	2,708 -150	-5%	-$32.6K	0.1%	112
2020 Q3	$627K	Sell	2,858 -81	-3%	-$16.6K	0.11%	96
2020 Q2	$542K	Buy	2,939 +25	+0.9%	+$4.58K	0.1%	110
2020 Q1	$481K	Buy	2,914 +71	+2%	+$14K	0.1%	104
2019 Q4	$561K	Buy	2,843 +186	+7%	+$36.9K	0.09%	127
2019 Q3	$570K	Buy	2,657 +96	+4%	+$20.6K	0.1%	115
2019 Q2	$531K	Sell	2,561 -291	-10%	-$57.6K	0.09%	116
2019 Q1	$541K	Sell	2,852 -868	-23%	-$158K	0.1%	105
2018 Q4	$660K	Buy	3,720 +95	+3%	+$16.8K	0.12%	116
2018 Q3	$606K	Sell	3,625 -10	-0.3%	-$1.6K	0.09%	150
2018 Q2	$569K	Buy	3,635 +1,108	+44%	+$180K	0.09%	143
2018 Q1	$395K	Hold	2,527	–	–	0.07%	158
2017 Q4	$434K	Buy	2,527 +1,162	+85%	+$195K	0.08%	146
2017 Q3	$213K	Sell	1,365 -14	-1%	-$2.19K	0.05%	145
2017 Q2	$211K	Buy	+1,379	New	+$199K	0.05%	140
2016 Q1	–	Sell	-1,755	Closed	-$207K	–	136
2015 Q4	$207K	Buy	+1,755	New	+$196K	0.09%	87

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TRUE Private Wealth Advisors's MCD Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its McDonald's (MCD) stake by 1.7% in Q2 2026, selling an estimated $9.18K and leaving 1,851 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #177.

TRUE Private Wealth Advisors first reported a position in MCD in Q4 2015 and has held it in 38 quarters since. The position peaked at $888K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

TRUE Private Wealth Advisors held 1,851 shares of McDonald's worth $500K as of Q2 2026.
TRUE Private Wealth Advisors sold 32 McDonald's shares in Q2 2026, an estimated $9.18K.
McDonald's made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #177 holding.
TRUE Private Wealth Advisors first reported a position in McDonald's in Q4 2015 and has held it in 38 quarters since.
TRUE Private Wealth Advisors's McDonald's position peaked at $888K in Q4 2023.
1,020 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.