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WoodTrust Financial’s McDonald's MCD Stock Holding History

WoodTrust Financial’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 		$747K Buy
2,767
+5
+0.2% +$1.43K 0.09% 100
2026
Q1 		$858K Sell
2,762
-50
-2% -$15.9K 0.11% 90
2025
Q4 		$859K Hold
2,812
– – 0.1% 99
2025
Q3 		$854K Hold
2,812
– – 0.1% 98
2025
Q2 		$821K Hold
2,812
– – 0.1% 92
2025
Q1 		$879K Sell
2,812
-150
-5% -$44.9K 0.12% 89
2024
Q4 		$859K Buy
2,962
+229
+8% +$68.3K 0.12% 88
2024
Q3 		$833K Hold
2,733
– – 0.12% 92
2024
Q2 		$696K Buy
2,733
+150
+6% +$39.8K 0.11% 99
2024
Q1 		$728 Buy
2,583
+7
+0.3% +$2.04K 0.12% 100
2023
Q4 		$764K Sell
2,576
-609
-19% -$166K 0.13% 91
2023
Q3 		$839K Sell
3,185
-37
-1% -$10.6K 0.16% 82
2023
Q2 		$962K Sell
3,222
-1,178
-27% -$342K 0.18% 83
2023
Q1 		$1.23M Hold
4,400
– – 0.24% 70
2022
Q4 		$1.16M Hold
4,400
– – 0.24% 66
2022
Q3 		$1.02M Sell
4,400
-1,501
-25% -$384K 0.23% 72
2022
Q2 		$1.46M Buy
5,901
+4,156
+238% +$1.02M 0.33% 52
2022
Q1 		$432K Sell
1,745
-411
-19% -$102K 0.09% 107
2021
Q4 		$578K Sell
2,156
-14,723
-87% -$3.72M 0.12% 87
2021
Q3 		$4.07M Buy
16,879
+1,937
+13% +$462K 0.96% 37
2021
Q2 		$3.45M Buy
14,942
+546
+4% +$127K 0.91% 37
2021
Q1 		$3.23M Buy
14,396
+938
+7% +$201K 0.95% 38
2020
Q4 		$2.89M Buy
13,458
+831
+7% +$181K 0.9% 35
2020
Q3 		$2.77M Buy
12,627
+229
+2% +$47K 1% 35
2020
Q2 		$2.29M Buy
12,398
+4,804
+63% +$881K 0.91% 38
2020
Q1 		$1.26M Buy
+7,594
New +$1.5M 0.59% 42

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WoodTrust Financial's MCD Position: Q2 2026 in Review

WoodTrust Financial increased its McDonald's (MCD) stake by 0.18% in Q2 2026, buying an estimated $1.43K and bringing the position to 2,767 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #100.

WoodTrust Financial first reported a position in MCD in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.07M in Q3 2021. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • WoodTrust Financial held 2,767 shares of McDonald's worth $747K as of Q2 2026.
  • WoodTrust Financial bought 5 McDonald's shares in Q2 2026, an estimated $1.43K.
  • McDonald's made up 0.09% of WoodTrust Financial's portfolio in Q2 2026, its #100 holding.
  • WoodTrust Financial first reported a position in McDonald's in Q1 2020 and has held it in 26 quarters since.
  • WoodTrust Financial's McDonald's position peaked at $4.07M in Q3 2021.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.