TruNorth Capital Management’s McDonald's MCD Stock Holding History

TruNorth Capital 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	$502K	Buy	1,857 +18	+1%	+$5.16K	0.08%	68
2026 Q1	$572K	Sell	1,839 -19	-1%	-$6.05K	0.11%	57
2025 Q4	$568K	Buy	1,858 +16	+0.9%	+$4.9K	0.11%	59
2025 Q3	$560K	Buy	1,842 +179	+11%	+$54.5K	0.11%	54
2025 Q2	$486K	Hold	1,663	–	–	0.11%	55
2025 Q1	$519K	Buy	1,663 +1,200	+259%	+$359K	0.13%	55
2024 Q4	$134K	Sell	463 -6	-1%	-$1.79K	0.04%	89
2024 Q3	$143K	Buy	469 +26	+6%	+$7.17K	0.04%	79
2024 Q2	$113K	Buy	443 +351	+382%	+$93.1K	0.04%	84
2024 Q1	$25.9K	Buy	+92	New	+$26.8K	0.01%	140

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TruNorth Capital Management's MCD Position: Q2 2026 in Review

TruNorth Capital Management increased its McDonald's (MCD) stake by 0.98% in Q2 2026, buying an estimated $5.16K and bringing the position to 1,857 shares worth $502K. The position accounts for 0.08% of the portfolio, ranked #68.

TruNorth Capital Management first reported a position in MCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q1 2026. 1,512 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

TruNorth Capital Management held 1,857 shares of McDonald's worth $502K as of Q2 2026.
TruNorth Capital Management bought 18 McDonald's shares in Q2 2026, an estimated $5.16K.
McDonald's made up 0.08% of TruNorth Capital Management's portfolio in Q2 2026, its #68 holding.
TruNorth Capital Management first reported a position in McDonald's in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's McDonald's position peaked at $572K in Q1 2026.
1,512 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.