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BankPlus Trust Department’s McDonald's MCD Stock Holding History

BankPlus Trust Department’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 		$621K Sell
2,297
-327
-12% -$93.8K 0.15% 118
2026
Q1 		$816K Buy
2,624
+327
+14% +$104K 0.22% 99
2025
Q4 		$702K Hold
2,297
– – 0.18% 103
2025
Q3 		$698K Hold
2,297
– – 0.19% 102
2025
Q2 		$671K Sell
2,297
-34
-1% -$10.5K 0.2% 93
2025
Q1 		$728K Sell
2,331
-60
-3% -$17.9K 0.24% 82
2024
Q4 		$693K Buy
+2,391
New +$713K 0.23% 86

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

BankPlus Trust Department's MCD Position: Q2 2026 in Review

BankPlus Trust Department reduced its McDonald's (MCD) stake by 12% in Q2 2026, selling an estimated $93.8K and leaving 2,297 shares worth $621K. The position accounts for 0.15% of the portfolio, ranked #118.

BankPlus Trust Department first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q1 2026. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BankPlus Trust Department held 2,297 shares of McDonald's worth $621K as of Q2 2026.
  • BankPlus Trust Department sold 327 McDonald's shares in Q2 2026, an estimated $93.8K.
  • McDonald's made up 0.15% of BankPlus Trust Department's portfolio in Q2 2026, its #118 holding.
  • BankPlus Trust Department first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's McDonald's position peaked at $816K in Q1 2026.
  • 3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.