Truvestments Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $905K | Buy |
2,914
+889
| +44% | +$283K | 0.16% | 147 |
|
|
2025
Q4 | $619K | Sell |
2,025
-197
| -9% | -$60.3K | 0.11% | 153 |
|
|
2025
Q3 | $675K | Buy |
2,222
+1,496
| +206% | +$455K | 0.12% | 153 |
|
|
2025
Q2 | $212K | Sell |
726
-51
| -7% | -$15.7K | 0.04% | 235 |
|
|
2025
Q1 | $243K | Buy |
777
+160
| +26% | +$47.9K | 0.05% | 230 |
|
|
2024
Q4 | $179K | Buy |
617
+53
| +9% | +$15.8K | 0.05% | 228 |
|
|
2024
Q3 | $172K | Buy |
+564
| New | +$155K | 0.05% | 232 |
|
|
2024
Q2 | – | Sell |
-268
| Closed | -$75.7K | – | 488 |
|
|
2024
Q1 | $75.7K | Hold |
268
| – | – | 0.03% | 313 |
|
|
2023
Q4 | $79.4K | Buy |
268
+1
| +0.4% | +$272 | 0.04% | 279 |
|
|
2023
Q3 | $70.3K | Buy |
267
+1
| +0.4% | +$285 | 0.04% | 260 |
|
|
2023
Q2 | $79.5K | Buy |
266
+11
| +4% | +$3.2K | 0.04% | 254 |
|
|
2023
Q1 | $71.4K | Sell |
255
-47
| -16% | -$12.6K | 0.04% | 259 |
|
|
2022
Q4 | $79.6K | Buy |
302
+30
| +11% | +$7.92K | 0.04% | 267 |
|
|
2022
Q3 | $63K | Sell |
272
-149
| -35% | -$38.1K | 0.04% | 226 |
|
|
2022
Q2 | $104K | Buy |
+421
| New | +$104K | 0.06% | 201 |
|
|
2022
Q1 | – | Sell |
-419
| Closed | -$112K | – | 387 |
|
|
2021
Q4 | $112K | Buy |
419
+19
| +5% | +$4.8K | 0.06% | 203 |
|
|
2021
Q3 | $96K | Buy |
400
+1
| +0.3% | +$239 | 0.05% | 204 |
|
|
2021
Q2 | $92K | Sell |
399
-197
| -33% | -$45.8K | 0.05% | 206 |
|
|
2021
Q1 | $134K | Buy |
596
+160
| +37% | +$34.2K | 0.08% | 191 |
|
|
2020
Q4 | $93K | Buy |
436
+186
| +74% | +$40.4K | 0.06% | 197 |
|
|
2020
Q3 | $55K | Sell |
250
-260
| -51% | -$53.4K | 0.05% | 179 |
|
|
2020
Q2 | $93K | Buy |
510
+153
| +43% | +$28.1K | 0.09% | 159 |
|
|
2020
Q1 | $59K | Buy |
+357
| New | +$70.3K | 0.08% | 161 |
|
|
2019
Q4 | – | Sell |
-694
| Closed | -$149K | – | 396 |
|
|
2019
Q3 | $149K | Sell |
694
-71
| -9% | -$15.2K | 0.1% | 153 |
|
|
2019
Q2 | $159K | Sell |
765
-66
| -8% | -$13.1K | 0.11% | 151 |
|
|
2019
Q1 | $158K | Buy |
+831
| New | +$151K | 0.12% | 122 |
|
|
2018
Q3 | $122K | Buy |
+726
| New | +$116K | 0.06% | 227 |
|
Other funds holding MCD
VCM
VPM
DAM
Truvestments Capital's MCD Position: Q1 2026 in Review
Truvestments Capital increased its McDonald's (MCD) stake by 44% in Q1 2026, buying an estimated $283K and bringing the position to 2,914 shares worth $905K. The position accounts for 0.16% of the portfolio, ranked #147.
Truvestments Capital first reported a position in MCD in Q3 2018 and has held it in 27 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.
- Truvestments Capital held 2,914 shares of McDonald's worth $905K as of Q1 2026.
- Truvestments Capital bought 889 McDonald's shares in Q1 2026, an estimated $283K.
- McDonald's made up 0.16% of Truvestments Capital's portfolio in Q1 2026, its #147 holding.
- Truvestments Capital first reported a position in McDonald's in Q3 2018 and has held it in 27 quarters since.
- 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.
Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.