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Truepoint Inc’s McDonald's MCD Stock Holding History

Truepoint Inc’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 		$312K Buy
1,156
+15
+1% +$4.3K 0.01% 130
2026
Q1 		$355K Sell
1,141
-58
-5% -$18.5K 0.01% 122
2025
Q4 		$366K Buy
1,199
+190
+19% +$58.2K 0.01% 121
2025
Q3 		$307K Buy
+1,009
New +$307K 0.01% 119
2024
Q1 		– Sell
-1,787
Closed -$530K – 193
2023
Q4 		$530K Sell
1,787
-640
-26% -$174K 0.02% 123
2023
Q3 		$639K Buy
2,427
+1,475
+155% +$421K 0.02% 104
2023
Q2 		$284K Buy
952
+5
+0.5% +$1.45K 0.01% 126
2023
Q1 		$265K Buy
+947
New +$254K 0.01% 123
2022
Q1 		– Sell
-918
Closed -$246K – 144
2021
Q4 		$246K Buy
+918
New +$232K 0.01% 123
2019
Q1 		– Sell
-1,270
Closed -$225K – 113
2018
Q4 		$225K Buy
1,270
+4
+0.3% +$709 0.02% 93
2018
Q3 		$212K Sell
1,266
-256
-17% -$41K 0.02% 101
2018
Q2 		$238K Buy
1,522
+1,315
+635% +$213K 0.02% 98
2018
Q1 		$1.32K Buy
+207
New +$34.1K 0.01% 97
2017
Q4 		– Sell
-1,002
Closed -$157K – 103
2017
Q3 		$157K Sell
1,002
-341
-25% -$53.4K 0.02% 94
2017
Q2 		$210K Buy
+1,343
New +$194K 0.02% 97
2015
Q4 		– Sell
-2,047
Closed -$202K – 74
2015
Q3 		$202K Buy
+2,047
New +$199K 0.03% 57

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

Truepoint Inc's MCD Position: Q2 2026 in Review

Truepoint Inc increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $4.3K and bringing the position to 1,156 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #130.

Truepoint Inc first reported a position in MCD in Q3 2015 and has held it in 16 quarters since. The position peaked at $639K in Q3 2023. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Truepoint Inc held 1,156 shares of McDonald's worth $312K as of Q2 2026.
  • Truepoint Inc bought 15 McDonald's shares in Q2 2026, an estimated $4.3K.
  • McDonald's made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #130 holding.
  • Truepoint Inc first reported a position in McDonald's in Q3 2015 and has held it in 16 quarters since.
  • Truepoint Inc's McDonald's position peaked at $639K in Q3 2023.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.