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Arbor Trust Wealth Advisors’s McDonald's MCD Stock Holding History

Arbor Trust Wealth Advisors’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 		$1.65M Buy
6,105
+37
+0.6% +$10.6K 0.67% 40
2026
Q1 		$1.89M Sell
6,068
-400
-6% -$127K 0.83% 37
2025
Q4 		$1.98M Hold
6,468
– – 0.86% 34
2025
Q3 		$1.97M Sell
6,468
-1
-0% -$304 0.89% 34
2025
Q2 		$1.89M Sell
6,469
-386
-6% -$119K 0.92% 35
2025
Q1 		$2.14M Sell
6,855
-85
-1% -$25.4K 1% 33
2024
Q4 		$2.01M Sell
6,940
-45
-0.6% -$13.4K 0.94% 35
2024
Q3 		$1.78M Hold
6,985
– – 0.93% 33
2024
Q2 		$1.78M Sell
6,985
-115
-2% -$30.5K 0.93% 33
2024
Q1 		$1.91M Buy
7,100
+103
+1% +$30K 1.05% 32
2023
Q4 		$2.07M Hold
6,997
– – 1.23% 27
2023
Q3 		$1.84M Buy
6,997
+17
+0.2% +$4.85K 1.21% 30
2023
Q2 		$2.08M Sell
6,980
-2
-0% -$581 1.32% 26
2023
Q1 		$1.95M Sell
6,982
-86
-1% -$23K 1.28% 27
2022
Q4 		$1.86M Buy
7,068
+68
+1% +$17.9K 1.29% 27
2022
Q3 		$1.62M Sell
7,000
-300
-4% -$76.7K 1.23% 28
2022
Q2 		$1.8M Buy
7,300
+440
+6% +$108K 1.26% 29
2022
Q1 		$1.7M Sell
6,860
-600
-8% -$149K 1.02% 27
2021
Q4 		$2M Buy
7,460
+50
+0.7% +$12.6K 1.15% 26
2021
Q3 		$1.79M Sell
7,410
-50
-0.7% -$11.9K 1.12% 28
2021
Q2 		$1.72M Buy
7,460
+210
+3% +$48.9K 1.08% 28
2021
Q1 		$1.62M Buy
7,250
+100
+1% +$21.4K 1.08% 31
2020
Q4 		$1.53M Buy
7,150
+55
+0.8% +$12K 1.11% 30
2020
Q3 		$1.56M Sell
7,095
-14
-0.2% -$2.87K 1.35% 27
2020
Q2 		$1.31M Hold
7,109
– – 1.19% 28
2020
Q1 		$1.18M Buy
7,109
+10
+0.1% +$1.97K 1.24% 28
2019
Q4 		$1.4M Buy
+7,099
New +$1.41M 1.2% 27

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

Arbor Trust Wealth Advisors's MCD Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its McDonald's (MCD) stake by 0.61% in Q2 2026, buying an estimated $10.6K and bringing the position to 6,105 shares worth $1.65M. The position accounts for 0.67% of the portfolio, ranked #40.

Arbor Trust Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q1 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Arbor Trust Wealth Advisors held 6,105 shares of McDonald's worth $1.65M as of Q2 2026.
  • Arbor Trust Wealth Advisors bought 37 McDonald's shares in Q2 2026, an estimated $10.6K.
  • McDonald's made up 0.67% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Arbor Trust Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's McDonald's position peaked at $2.14M in Q1 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.