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 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 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

BankPlus Trust Department's MCD Position: Q1 2026 in Review

BankPlus Trust Department increased its McDonald's (MCD) stake by 14% in Q1 2026, buying an estimated $104K and bringing the position to 2,624 shares worth $816K. The position accounts for 0.22% of the portfolio, ranked #99.

BankPlus Trust Department first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

BankPlus Trust Department held 2,624 shares of McDonald's worth $816K as of Q1 2026.
BankPlus Trust Department bought 327 McDonald's shares in Q1 2026, an estimated $104K.
McDonald's made up 0.22% of BankPlus Trust Department's portfolio in Q1 2026, its #99 holding.
BankPlus Trust Department first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.