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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

American Trust's MCD Position: Q1 2026 in Review

American Trust reduced its McDonald's (MCD) stake by 0.82% in Q1 2026, selling an estimated $5.73K and leaving 2,183 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #132.

American Trust first reported a position in MCD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.53M in Q4 2024. 3,569 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

American Trust held 2,183 shares of McDonald's worth $678K as of Q1 2026.
American Trust sold 18 McDonald's shares in Q1 2026, an estimated $5.73K.
McDonald's made up 0.06% of American Trust's portfolio in Q1 2026, its #132 holding.
American Trust first reported a position in McDonald's in Q4 2021 and has held it in 18 quarters since.
American Trust's McDonald's position peaked at $2.53M in Q4 2024.
3,569 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.