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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

True Wealth Design's MCD Position: Q2 2026 in Review

True Wealth Design reduced its McDonald's (MCD) stake by 1.3% in Q2 2026, selling an estimated $8.89K and leaving 2,268 shares worth $613K. The position accounts for 0.15% of the portfolio, ranked #32.

True Wealth Design first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $715K in Q1 2026. 658 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • True Wealth Design held 2,268 shares of McDonald's worth $613K as of Q2 2026.
  • True Wealth Design sold 31 McDonald's shares in Q2 2026, an estimated $8.89K.
  • McDonald's made up 0.15% of True Wealth Design's portfolio in Q2 2026, its #32 holding.
  • True Wealth Design first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's McDonald's position peaked at $715K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.