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 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 $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 $137B AUM 18.02% 1-Year Est. Return

Avalon Trust's MCD Position: Q1 2026 in Review

Avalon Trust increased its McDonald's (MCD) stake by 66% in Q1 2026, buying an estimated $148K and bringing the position to 1,172 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #111.

Avalon Trust first reported a position in MCD in Q1 2023 and has held it in 13 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Avalon Trust held 1,172 shares of McDonald's worth $364K as of Q1 2026.
Avalon Trust bought 465 McDonald's shares in Q1 2026, an estimated $148K.
McDonald's made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #111 holding.
Avalon Trust first reported a position in McDonald's in Q1 2023 and has held it in 13 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.