True Wealth Design
MCD icon

True Wealth Design’s McDonald's MCD Stock Holding History

True Wealth Design’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
Q3 		$484K Sell
2,094
-174
-8% -$45.8K 0.11% 40
2026
Q2 		$613K Sell
2,268
-31
-1% -$8.89K 0.15% 32
2026
Q1 		$715K Buy
2,299
+1,407
+158% +$448K 0.2% 27
2025
Q4 		$273K Buy
892
+22
+3% +$6.74K 0.08% 55
2025
Q3 		$264K Buy
870
+43
+5% +$13.1K 0.08% 49
2025
Q2 		$242K Buy
827
+7
+0.9% +$2.16K 0.09% 40
2025
Q1 		$256K Buy
820
+36
+5% +$10.8K 0.1% 28
2024
Q4 		$227K Buy
784
+8
+1% +$2.39K 0.09% 29
2024
Q3 		$236K Sell
776
-73
-9% -$20.1K 0.09% 28
2024
Q2 		$216K Buy
849
+1
+0.1% +$265 0.05% 116
2024
Q1 		$239K Buy
848
+81
+11% +$23.6K 0.06% 115
2023
Q4 		$228K Buy
767
+713
+1,320% +$194K 0.06% 112
2023
Q3 		$14.4K Hold
54
– – ﹤0.01% 190
2023
Q2 		$16.3K Hold
54
– – 0.01% 198
2023
Q1 		$15.2K Hold
54
– – 0.01% 217
2022
Q4 		$14.4K Buy
+54
New +$14.2K 0.01% 204

Other funds holding MCD

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's MCD Position: Q3 2026 in Review

True Wealth Design reduced its McDonald's (MCD) stake by 7.7% in Q3 2026, selling an estimated $45.8K and leaving 2,094 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #40.

True Wealth Design first reported a position in MCD in Q4 2022 and has held it in 16 quarters since. The position peaked at $715K in Q1 2026. 779 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • True Wealth Design held 2,094 shares of McDonald's worth $484K as of Q3 2026.
  • True Wealth Design sold 174 McDonald's shares in Q3 2026, an estimated $45.8K.
  • McDonald's made up 0.11% of True Wealth Design's portfolio in Q3 2026, its #40 holding.
  • True Wealth Design first reported a position in McDonald's in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's McDonald's position peaked at $715K in Q1 2026.
  • 779 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.