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TrueWealth Advisors’s McDonald's MCD Stock Holding History

TrueWealth 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 		$329K Sell
1,217
-23
-2% -$6.59K 0.07% 192
2026
Q1 		$385K Sell
1,240
-13
-1% -$4.14K 0.1% 168
2025
Q4 		$383K Buy
1,253
+4
+0.3% +$1.23K 0.1% 167
2025
Q3 		$380K Sell
1,249
-5
-0.4% -$1.52K 0.1% 157
2025
Q2 		$366K Sell
1,254
-47
-4% -$14.5K 0.11% 152
2025
Q1 		$406K Sell
1,301
-33
-2% -$9.87K 0.13% 130
2024
Q4 		$387K Sell
1,334
-36
-3% -$10.7K 0.13% 144
2024
Q3 		$417K Buy
1,370
+15
+1% +$4.13K 0.14% 127
2024
Q2 		$345K Sell
1,355
-58
-4% -$15.4K 0.13% 130
2024
Q1 		$398K Sell
1,413
-24
-2% -$6.98K 0.15% 105
2023
Q4 		$426K Sell
1,437
-9
-0.6% -$2.45K 0.17% 101
2023
Q3 		$381K Buy
1,446
+21
+1% +$5.99K 0.16% 103
2023
Q2 		$425K Buy
1,425
+151
+12% +$43.9K 0.17% 95
2023
Q1 		$356K Buy
1,274
+188
+17% +$50.4K 0.15% 109
2022
Q4 		$286K Buy
1,086
+127
+13% +$33.5K 0.13% 136
2022
Q3 		$221K Buy
959
+87
+10% +$22.2K 0.1% 146
2022
Q2 		$215K Sell
872
-46
-5% -$11.3K 0.1% 154
2022
Q1 		$246K Hold
918
– – 0.11% 152
2021
Q4 		$246K Buy
+918
New +$232K 0.11% 152

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TrueWealth Advisors's MCD Position: Q2 2026 in Review

TrueWealth Advisors reduced its McDonald's (MCD) stake by 1.9% in Q2 2026, selling an estimated $6.59K and leaving 1,217 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #192.

TrueWealth Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $426K in Q4 2023. 1,672 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • TrueWealth Advisors held 1,217 shares of McDonald's worth $329K as of Q2 2026.
  • TrueWealth Advisors sold 23 McDonald's shares in Q2 2026, an estimated $6.59K.
  • McDonald's made up 0.07% of TrueWealth Advisors's portfolio in Q2 2026, its #192 holding.
  • TrueWealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • TrueWealth Advisors's McDonald's position peaked at $426K in Q4 2023.
  • 1,672 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.