Whittier Trust’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
Q2 | $18.8M | Buy |
67,183
+1,742
| +3% | +$500K | 0.18% | 98 |
|
|
2026
Q1 | $20.3M | Sell |
65,441
-732
| -1% | -$233K | 0.23% | 88 |
|
|
2025
Q4 | $20M | Sell |
66,173
-1,267
| -2% | -$388K | 0.22% | 82 |
|
|
2025
Q3 | $20.3M | Sell |
67,440
-2,901
| -4% | -$883K | 0.23% | 85 |
|
|
2025
Q2 | $20.6M | Sell |
70,341
-1,121
| -2% | -$346K | 0.25% | 81 |
|
|
2025
Q1 | $22.3M | Sell |
71,462
-1,813
| -2% | -$542K | 0.31% | 72 |
|
|
2024
Q4 | $21.2M | Buy |
73,275
+1,391
| +2% | +$415K | 0.28% | 76 |
|
|
2024
Q3 | $21.9M | Sell |
71,884
-3,810
| -5% | -$1.05M | 0.29% | 76 |
|
|
2024
Q2 | $19.3M | Sell |
75,694
-3,945
| -5% | -$1.05M | 0.27% | 76 |
|
|
2024
Q1 | $22.5M | Sell |
79,639
-1,449
| -2% | -$421K | 0.33% | 71 |
|
|
2023
Q4 | $24M | Buy |
81,088
+101
| +0.1% | +$27.5K | 0.39% | 62 |
|
|
2023
Q3 | $21.3M | Sell |
80,987
-1,307
| -2% | -$373K | 0.38% | 63 |
|
|
2023
Q2 | $24.6M | Sell |
82,294
-1,285
| -2% | -$373K | 0.43% | 52 |
|
|
2023
Q1 | $23.4M | Sell |
83,579
-635
| -0.8% | -$170K | 0.43% | 57 |
|
|
2022
Q4 | $22.2M | Buy |
84,214
+158
| +0.2% | +$41.7K | 0.43% | 55 |
|
|
2022
Q3 | $19.4M | Sell |
84,056
-5,032
| -6% | -$1.29M | 0.41% | 62 |
|
|
2022
Q2 | $22M | Sell |
89,088
-6,066
| -6% | -$1.49M | 0.44% | 56 |
|
|
2022
Q1 | $23.5M | Buy |
95,154
+2,359
| +3% | +$588K | 0.4% | 63 |
|
|
2021
Q4 | $24.9M | Sell |
92,795
-1,678
| -2% | -$424K | 0.4% | 60 |
|
|
2021
Q3 | $22.8M | Sell |
94,473
-373
| -0.4% | -$89K | 0.41% | 62 |
|
|
2021
Q2 | $21.9M | Sell |
94,846
-1,929
| -2% | -$449K | 0.39% | 64 |
|
|
2021
Q1 | $21.7M | Buy |
96,775
+2,684
| +3% | +$574K | 0.42% | 59 |
|
|
2020
Q4 | $20.2M | Sell |
94,091
-542
| -0.6% | -$118K | 0.43% | 59 |
|
|
2020
Q3 | $20.8M | Sell |
94,633
-1,834
| -2% | -$377K | 0.49% | 50 |
|
|
2020
Q2 | $17.8M | Sell |
96,467
-7,032
| -7% | -$1.29M | 0.49% | 51 |
|
|
2020
Q1 | $17.1M | Sell |
103,499
-2,124
| -2% | -$418K | 0.56% | 48 |
|
|
2019
Q4 | $20.9M | Sell |
105,623
-304
| -0.3% | -$60.3K | 0.55% | 44 |
|
|
2019
Q3 | $22.7M | Buy |
105,927
+664
| +0.6% | +$142K | 0.65% | 34 |
|
|
2019
Q2 | $21.9M | Sell |
105,263
-370
| -0.4% | -$73.3K | 0.64% | 36 |
|
|
2019
Q1 | $20.1M | Sell |
105,633
-3,113
| -3% | -$565K | 0.61% | 37 |
|
|
2018
Q4 | $19.3M | Sell |
108,746
-2,119
| -2% | -$376K | 0.66% | 35 |
|
|
2018
Q3 | $18.5M | Sell |
110,865
-2,719
| -2% | -$436K | 0.58% | 35 |
|
|
2018
Q2 | $17.8M | Sell |
113,584
-2,420
| -2% | -$392K | 0.59% | 38 |
|
|
2018
Q1 | $18.1M | Buy |
116,004
+200
| +0.2% | +$32.9K | 0.61% | 36 |
|
|
2017
Q4 | $19.9M | Sell |
115,804
-8,938
| -7% | -$1.5M | 0.7% | 32 |
|
|
2017
Q3 | $19.5M | Buy |
124,742
+1,130
| +0.9% | +$177K | 0.71% | 31 |
|
|
2017
Q2 | $18.9M | Sell |
123,612
-135
| -0.1% | -$19.5K | 0.73% | 31 |
|
|
2017
Q1 | $16M | Sell |
123,747
-4,536
| -4% | -$569K | 0.65% | 36 |
|
|
2016
Q4 | $15.6M | Sell |
128,283
-9,386
| -7% | -$1.1M | 0.66% | 35 |
|
|
2016
Q3 | $15.9M | Sell |
137,669
-573
| -0.4% | -$67.9K | 0.69% | 31 |
|
|
2016
Q2 | $16.6M | Sell |
138,242
-12,629
| -8% | -$1.58M | 0.73% | 30 |
|
|
2016
Q1 | $19M | Sell |
150,871
-6,002
| -4% | -$717K | 0.84% | 21 |
|
|
2015
Q4 | $18.5M | Sell |
156,873
-2,615
| -2% | -$292K | 0.84% | 22 |
|
|
2015
Q3 | $15.7M | Sell |
159,488
-6,410
| -4% | -$624K | 0.76% | 28 |
|
|
2015
Q2 | $15.8M | Sell |
165,898
-2,024
| -1% | -$196K | 0.7% | 31 |
|
|
2015
Q1 | $16.4M | Buy |
167,922
+1,388
| +0.8% | +$132K | 0.75% | 30 |
|
|
2014
Q4 | $15.6M | Sell |
166,534
-4,964
| -3% | -$465K | 0.74% | 31 |
|
|
2014
Q3 | $16.3M | Buy |
171,498
+733
| +0.4% | +$69.9K | 0.79% | 30 |
|
|
2014
Q2 | $17.2M | Buy |
170,765
+2,250
| +1% | +$227K | 0.85% | 23 |
|
|
2014
Q1 | $16.5M | Sell |
168,515
-448
| -0.3% | -$42.8K | 0.85% | 24 |
|
|
2013
Q4 | $16.4M | Sell |
168,963
-7,128
| -4% | -$685K | 0.84% | 26 |
|
|
2013
Q3 | $16.9M | Sell |
176,091
-4,237
| -2% | -$414K | 0.92% | 22 |
|
|
2013
Q2 | $17.9M | Buy |
+180,328
| New | +$18.1M | 1% | 21 |
|
Other funds holding MCD
Whittier Trust's MCD Position: Q2 2026 in Review
Whittier Trust increased its McDonald's (MCD) stake by 2.7% in Q2 2026, buying an estimated $500K and bringing the position to 67,183 shares worth $18.8M. The position accounts for 0.18% of the portfolio, ranked #98.
Whittier Trust first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.9M in Q4 2021. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.
- Whittier Trust held 67,183 shares of McDonald's worth $18.8M as of Q2 2026.
- Whittier Trust bought 1,742 McDonald's shares in Q2 2026, an estimated $500K.
- McDonald's made up 0.18% of Whittier Trust's portfolio in Q2 2026, its #98 holding.
- Whittier Trust first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's McDonald's position peaked at $24.9M in Q4 2021.
- 3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.