Avalon Trust’s McDonald's MCD Stock Holding History

Avalon 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	$132K	Sell	488 -684	-58%	-$196K	0.01%	187
2026 Q1	$364K	Buy	1,172 +465	+66%	+$148K	0.03%	111
2025 Q4	$216K	Sell	707 -112	-14%	-$34.3K	0.01%	142
2025 Q3	$249K	Buy	819 +4	+0.5%	+$1.22K	0.02%	144
2025 Q2	$238K	Sell	815 -109	-12%	-$33.6K	0.02%	133
2025 Q1	$289K	Sell	924 -13	-1%	-$3.89K	0.02%	115
2024 Q4	$272K	Sell	937 -15	-2%	-$4.47K	0.02%	109
2024 Q3	$290K	Sell	952 -111	-10%	-$30.6K	0.02%	103
2024 Q2	$271K	Sell	1,063 -26	-2%	-$6.9K	0.02%	107
2024 Q1	$307K	Hold	1,089	–	–	0.03%	108
2023 Q4	$323K	Buy	1,089 +167	+18%	+$45.5K	0.03%	99
2023 Q3	$243K	Hold	922	–	–	0.02%	107
2023 Q2	$275K	Hold	922	–	–	0.02%	108
2023 Q1	$258K	Buy	+922	New	+$247K	0.03%	111

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avalon Trust's MCD Position: Q2 2026 in Review

Avalon Trust reduced its McDonald's (MCD) stake by 58% in Q2 2026, selling an estimated $196K and leaving 488 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #187.

Avalon Trust first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $364K in Q1 2026. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Avalon Trust held 488 shares of McDonald's worth $132K as of Q2 2026.
Avalon Trust sold 684 McDonald's shares in Q2 2026, an estimated $196K.
McDonald's made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #187 holding.
Avalon Trust first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's McDonald's position peaked at $364K in Q1 2026.
3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

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