Back to MCD
ADVISORTRUST PARTNERS, LLC → MCD
ADVISORTRUST PARTNERS, LLC MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
8
Latest value
$214K
Q3 2026
Peak value
$11.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.5M |
| Q4 2025 | $264K |
| Q1 2026 | $36K |
| Q1 2026 | $318K |
| Q2 2026 | $4.9M |
| Q2 2026 | $250K |
| Q3 2026 | $4.9M |
| Q3 2026 | $214K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $214K | 927 | — | — |
| Q3 2026 | $4.9M | 38.8K | — | — |
| Q2 2026 | $250K | 926 | — | — |
| Q2 2026 | $4.9M | 38.8K | — | — |
| Q1 2026 | $318K | 1.0K | — | — |
| Q1 2026 | $36K | 307 | — | — |
| Q4 2025 | $264K | 864 | — | — |
| Q4 2025 | $11.5M | 88.9K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B