Trust Company of the South’s McDonald's MCD Stock Holding History

Trust Company of the South’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	$943K	Sell	3,488 -464	-12%	-$133K	0.13%	60
2026 Q1	$1.23M	Buy	3,952 +346	+10%	+$110K	0.2%	47
2025 Q4	$1.1M	Buy	3,606 +883	+32%	+$270K	0.18%	49
2025 Q3	$827K	Buy	2,723 +115	+4%	+$35K	0.14%	57
2025 Q2	$762K	Buy	2,608 +8	+0.3%	+$2.47K	0.14%	58
2025 Q1	$812K	Buy	2,600 +83	+3%	+$24.8K	0.17%	55
2024 Q4	$730K	Sell	2,517 -82	-3%	-$24.5K	0.15%	62
2024 Q3	$791K	Hold	2,599	–	–	0.17%	59
2024 Q2	$662K	Hold	2,599	–	–	0.16%	63
2024 Q1	$733K	Sell	2,599 -913	-26%	-$266K	0.17%	60
2023 Q4	$1.04M	Buy	+3,512	New	+$956K	0.28%	39

Other funds holding MCD

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Trust Company of the South's MCD Position: Q2 2026 in Review

Trust Company of the South reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $133K and leaving 3,488 shares worth $943K. The position accounts for 0.13% of the portfolio, ranked #60.

Trust Company of the South first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2026. 1,875 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trust Company of the South held 3,488 shares of McDonald's worth $943K as of Q2 2026.
Trust Company of the South sold 464 McDonald's shares in Q2 2026, an estimated $133K.
McDonald's made up 0.13% of Trust Company of the South's portfolio in Q2 2026, its #60 holding.
Trust Company of the South first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's McDonald's position peaked at $1.23M in Q1 2026.
1,875 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.