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Trueblood Wealth Management’s McDonald's MCD Stock Holding History

Trueblood Wealth Management’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 		$1.39M Buy
5,138
+140
+3% +$40.1K 0.48% 60
2026
Q1 		$1.55M Sell
4,998
-152
-3% -$48.4K 0.61% 49
2025
Q4 		$1.57M Sell
5,150
-120
-2% -$36.8K 0.61% 47
2025
Q3 		$1.6M Sell
5,270
-35
-0.7% -$10.7K 0.62% 42
2025
Q2 		$1.55M Buy
5,305
+8
+0.2% +$2.47K 0.65% 41
2025
Q1 		$1.65M Buy
5,297
+101
+2% +$30.2K 0.77% 31
2024
Q4 		$1.51M Sell
5,196
-1,198
-19% -$357K 0.74% 29
2024
Q3 		$1.95M Sell
6,394
-71
-1% -$19.6K 0.98% 18
2024
Q2 		$1.65M Sell
6,465
-487
-7% -$129K 0.93% 23
2024
Q1 		$1.96M Buy
6,952
+213
+3% +$61.9K 1.12% 14
2023
Q4 		$2M Buy
+6,739
New +$1.83M 1.25% 9

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

Trueblood Wealth Management's MCD Position: Q2 2026 in Review

Trueblood Wealth Management increased its McDonald's (MCD) stake by 2.8% in Q2 2026, buying an estimated $40.1K and bringing the position to 5,138 shares worth $1.39M. The position accounts for 0.48% of the portfolio, ranked #60.

Trueblood Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q4 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Trueblood Wealth Management held 5,138 shares of McDonald's worth $1.39M as of Q2 2026.
  • Trueblood Wealth Management bought 140 McDonald's shares in Q2 2026, an estimated $40.1K.
  • McDonald's made up 0.48% of Trueblood Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Trueblood Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's McDonald's position peaked at $2M in Q4 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.