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American Trust’s McDonald's MCD Stock Holding History

American Trust’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 		$590K Hold
2,183
– – 0.05% 151
2026
Q1 		$678K Sell
2,183
-18
-0.8% -$5.73K 0.06% 132
2025
Q4 		$673K Hold
2,201
– – 0.06% 144
2025
Q3 		$669K Hold
2,201
– – 0.06% 147
2025
Q2 		$643K Sell
2,201
-132
-6% -$40.7K 0.06% 137
2025
Q1 		$729K Sell
2,333
-6,380
-73% -$1.91M 0.18% 78
2024
Q4 		$2.53M Buy
8,713
+945
+12% +$282K 0.19% 77
2024
Q3 		$2.37M Buy
7,768
+115
+2% +$31.7K 0.2% 69
2024
Q2 		$1.95M Buy
7,653
+754
+11% +$200K 0.16% 79
2024
Q1 		$1.95M Buy
6,899
+395
+6% +$115K 0.16% 80
2023
Q4 		$1.93M Sell
6,504
-124
-2% -$33.7K 0.14% 81
2023
Q3 		$1.75M Sell
6,628
-1,394
-17% -$398K 0.14% 82
2023
Q2 		$2.39M Sell
8,022
-96
-1% -$27.9K 0.17% 98
2023
Q1 		$2.27M Buy
8,118
+75
+0.9% +$20.1K 0.16% 99
2022
Q4 		$2.12M Sell
8,043
-489
-6% -$129K 0.2% 94
2022
Q3 		$1.97M Sell
8,532
-836
-9% -$214K 0.17% 96
2022
Q2 		$2.31M Sell
9,368
-339
-3% -$83.5K 0.19% 93
2022
Q1 		$2.4M Buy
9,707
+7,218
+290% +$1.8M 0.16% 95
2021
Q4 		$667K Buy
+2,489
New +$628K 0.05% 137

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 $3.38T AUM 44.17% 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

American Trust's MCD Position: Q2 2026 in Review

American Trust held its McDonald's (MCD) position steady in Q2 2026 at 2,183 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #151.

American Trust first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.53M in Q4 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • American Trust held 2,183 shares of McDonald's worth $590K as of Q2 2026.
  • American Trust left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.05% of American Trust's portfolio in Q2 2026, its #151 holding.
  • American Trust first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • American Trust's McDonald's position peaked at $2.53M in Q4 2024.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.