Trust Asset Management’s McDonald's MCD Stock Holding History

Trust Asset 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	$2.15M	Sell	7,936 -30	-0.4%	-$8.6K	0.13%	52
2026 Q1	$2.48M	Hold	7,966	–	–	0.18%	39
2025 Q4	$2.43M	Sell	7,966 -298	-4%	-$91.3K	0.17%	41
2025 Q3	$2.51M	Hold	8,264	–	–	0.17%	37
2025 Q2	$2.41M	Hold	8,264	–	–	0.18%	39
2025 Q1	$2.58M	Sell	8,264 -154	-2%	-$46.1K	0.21%	34
2024 Q4	$2.44M	Hold	8,418	–	–	0.19%	34
2024 Q3	$2.56M	Hold	8,418	–	–	0.2%	33
2024 Q2	$2.15M	Hold	8,418	–	–	0.18%	38
2024 Q1	$2.37M	Hold	8,418	–	–	0.21%	35
2023 Q4	$2.5M	Hold	8,418	–	–	0.24%	31
2023 Q3	$2.22M	Hold	8,418	–	–	0.24%	32
2023 Q2	$2.51M	Hold	8,418	–	–	0.26%	27
2023 Q1	$2.35M	Buy	8,418 +21	+0.3%	+$5.63K	0.26%	30
2022 Q4	$2.21M	Hold	8,397	–	–	0.28%	30
2022 Q3	$1.94M	Buy	8,397 +531	+7%	+$136K	0.26%	30
2022 Q2	$1.94M	Buy	7,866 +356	+5%	+$87.7K	0.27%	31
2022 Q1	$1.86M	Buy	7,510 +269	+4%	+$67K	0.23%	40
2021 Q4	$1.94M	Hold	7,241	–	–	0.24%	43
2021 Q3	$1.75M	Buy	7,241 +480	+7%	+$115K	0.24%	45
2021 Q2	$1.56M	Buy	6,761 +734	+12%	+$171K	0.21%	46
2021 Q1	$1.35M	Buy	6,027 +1,066	+21%	+$228K	0.18%	48
2020 Q4	$1.06M	Buy	4,961 +1,157	+30%	+$252K	0.16%	47
2020 Q3	$835K	Buy	3,804 +1,678	+79%	+$344K	0.15%	40
2020 Q2	$392K	Buy	+2,126	New	+$390K	0.07%	47
2018 Q3	–	Sell	-2,136	Closed	-$335K	–	91
2018 Q2	$335K	Buy	+2,136	New	+$346K	0.13%	28

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trust Asset Management's MCD Position: Q2 2026 in Review

Trust Asset Management reduced its McDonald's (MCD) stake by 0.38% in Q2 2026, selling an estimated $8.6K and leaving 7,936 shares worth $2.15M. The position accounts for 0.13% of the portfolio, ranked #52.

Trust Asset Management first reported a position in MCD in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.58M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trust Asset Management held 7,936 shares of McDonald's worth $2.15M as of Q2 2026.
Trust Asset Management sold 30 McDonald's shares in Q2 2026, an estimated $8.6K.
McDonald's made up 0.13% of Trust Asset Management's portfolio in Q2 2026, its #52 holding.
Trust Asset Management first reported a position in McDonald's in Q2 2018 and has held it in 26 quarters since.
Trust Asset Management's McDonald's position peaked at $2.58M in Q1 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.