Trust Point Inc’s McDonald's MCD Stock Holding History

Trust Point Inc’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	$1.14M	Sell	4,221 -221	-5%	-$63.4K	0.1%	114
2026 Q1	$1.38M	Buy	4,442 +82	+2%	+$26.1K	0.12%	96
2025 Q4	$1.33M	Sell	4,360 -14	-0.3%	-$4.29K	0.11%	97
2025 Q3	$1.33M	Buy	4,374 +224	+5%	+$68.2K	0.11%	95
2025 Q2	$1.21M	Sell	4,150 -161	-4%	-$49.6K	0.11%	92
2025 Q1	$1.35M	Sell	4,311 -616	-13%	-$184K	0.12%	88
2024 Q4	$1.43M	Sell	4,927 -151	-3%	-$45K	0.1%	105
2024 Q3	$1.55M	Buy	5,078 +196	+4%	+$54K	0.12%	92
2024 Q2	$1.24M	Sell	4,882 -394	-7%	-$105K	0.1%	109
2024 Q1	$1.49M	Sell	5,276 -1,512	-22%	-$440K	0.12%	98
2023 Q4	$2.01M	Buy	+6,788	New	+$1.85M	0.17%	69

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 Point Inc's MCD Position: Q2 2026 in Review

Trust Point Inc reduced its McDonald's (MCD) stake by 5% in Q2 2026, selling an estimated $63.4K and leaving 4,221 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #114.

Trust Point Inc first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2023. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Trust Point Inc held 4,221 shares of McDonald's worth $1.14M as of Q2 2026.
Trust Point Inc sold 221 McDonald's shares in Q2 2026, an estimated $63.4K.
McDonald's made up 0.1% of Trust Point Inc's portfolio in Q2 2026, its #114 holding.
Trust Point Inc first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's McDonald's position peaked at $2.01M in Q4 2023.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.