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TruWealth Advisors’s McDonald's MCD Stock Holding History

TruWealth 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
Q1 		$2.65M Buy
8,542
+480
+6% +$153K 0.13% 79
2025
Q4 		$2.46M Buy
8,062
+494
+7% +$151K 0.12% 78
2025
Q3 		$2.3M Buy
7,568
+315
+4% +$95.9K 0.12% 78
2025
Q2 		$2.12M Buy
7,253
+439
+6% +$135K 0.12% 79
2025
Q1 		$2.13M Buy
6,814
+307
+5% +$91.8K 0.13% 72
2024
Q4 		$1.89M Sell
6,507
-720
-10% -$215K 0.11% 73
2024
Q3 		$2.2M Buy
7,227
+588
+9% +$162K 0.13% 69
2024
Q2 		$1.69M Buy
6,639
+371
+6% +$98.4K 0.11% 72
2024
Q1 		$1.77M Buy
6,268
+156
+3% +$45.4K 0.12% 72
2023
Q4 		$1.81M Buy
6,112
+297
+5% +$80.8K 0.14% 64
2023
Q3 		$1.53M Sell
5,815
-21
-0.4% -$5.99K 0.13% 70
2023
Q2 		$1.74M Buy
5,836
+375
+7% +$109K 0.15% 64
2023
Q1 		$1.53M Buy
5,461
+167
+3% +$44.7K 0.14% 68
2022
Q4 		$1.4M Buy
5,294
+281
+6% +$74.1K 0.14% 71
2022
Q3 		$1.16M Buy
5,013
+702
+16% +$179K 0.12% 70
2022
Q2 		$1.06M Buy
4,311
+1,122
+35% +$276K 0.11% 67
2022
Q1 		$789K Buy
3,189
+233
+8% +$58K 0.08% 63
2021
Q4 		$792K Buy
2,956
+11
+0.4% +$2.78K 0.08% 66
2021
Q3 		$710K Sell
2,945
-485
-14% -$116K 0.08% 67
2021
Q2 		$792K Sell
3,430
-33
-1% -$7.68K 0.09% 63
2021
Q1 		$776K Buy
3,463
+647
+23% +$138K 0.11% 61
2020
Q4 		$604K Buy
+2,816
New +$612K 0.09% 67

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TruWealth Advisors's MCD Position: Q1 2026 in Review

TruWealth Advisors increased its McDonald's (MCD) stake by 6% in Q1 2026, buying an estimated $153K and bringing the position to 8,542 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #79.

TruWealth Advisors first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,588 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • TruWealth Advisors held 8,542 shares of McDonald's worth $2.65M as of Q1 2026.
  • TruWealth Advisors bought 480 McDonald's shares in Q1 2026, an estimated $153K.
  • McDonald's made up 0.13% of TruWealth Advisors's portfolio in Q1 2026, its #79 holding.
  • TruWealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.