Trust Investment Advisors’s McDonald's MCD Stock Holding History

Trust Investment 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	$287K	Hold	1,060	–	–	0.14%	85
2026 Q1	$329K	Hold	1,060	–	–	0.19%	79
2025 Q4	$324K	Sell	1,060 -200	-16%	-$61.3K	0.17%	78
2025 Q3	$383K	Hold	1,260	–	–	0.22%	77
2025 Q2	$368K	Hold	1,260	–	–	0.22%	77
2025 Q1	$394K	Buy	1,260 +200	+19%	+$59.8K	0.25%	75
2024 Q4	$307K	Buy	1,060 +18	+2%	+$5.37K	0.2%	80
2024 Q3	$317K	Sell	1,042 -245	-19%	-$67.5K	0.2%	83
2024 Q2	$328K	Buy	+1,287	New	+$341K	0.21%	81
2022 Q1	–	Sell	-797	Closed	-$214K	–	92
2021 Q4	$214K	Buy	+797	New	+$201K	0.17%	86
2014 Q2	–	Sell	-13,844	Closed	-$1.36M	–	101
2014 Q1	$1.36M	Buy	13,844 +100	+0.7%	+$9.56K	1.36%	21
2013 Q4	$1.33M	Buy	+13,744	New	+$1.32M	1.38%	25

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Trust Investment Advisors's MCD Position: Q2 2026 in Review

Trust Investment Advisors held its McDonald's (MCD) position steady in Q2 2026 at 1,060 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #85.

Trust Investment Advisors first reported a position in MCD in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2014. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trust Investment Advisors held 1,060 shares of McDonald's worth $287K as of Q2 2026.
Trust Investment Advisors left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.14% of Trust Investment Advisors's portfolio in Q2 2026, its #85 holding.
Trust Investment Advisors first reported a position in McDonald's in Q4 2013 and has held it in 12 quarters since.
Trust Investment Advisors's McDonald's position peaked at $1.36M in Q1 2014.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.