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Caldwell Trust’s McDonald's MCD Stock Holding History

Caldwell 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 		$10.6M Buy
34,116
+498
+1% +$159K 0.95% 30
2025
Q4 		$10.3M Sell
33,618
-1,236
-4% -$379K 0.91% 31
2025
Q3 		$10.6M Sell
34,854
-1,334
-4% -$406K 0.99% 26
2025
Q2 		$10.6M Buy
36,188
+3
+0% +$925 1.06% 21
2025
Q1 		$11.3M Sell
36,185
-3,225
-8% -$965K 1.21% 17
2024
Q4 		$11.4M Sell
39,410
-816
-2% -$243K 1.19% 17
2024
Q3 		$12.2M Sell
40,226
-2,250
-5% -$620K 1.29% 15
2024
Q2 		$10.8M Sell
42,476
-751
-2% -$199K 1.2% 15
2024
Q1 		$12.2M Sell
43,227
-447
-1% -$130K 1.42% 13
2023
Q4 		$12.9M Buy
43,674
+134
+0.3% +$36.5K 1.63% 9
2023
Q3 		$11.5M Buy
43,540
+66
+0.2% +$18.8K 1.56% 10
2023
Q2 		$13M Buy
43,474
+738
+2% +$214K 1.69% 9
2023
Q1 		$11.9M Sell
42,736
-2,404
-5% -$644K 1.66% 10
2022
Q4 		$11.9M Buy
45,140
+410
+0.9% +$108K 1.68% 11
2022
Q3 		$10.3M Sell
44,730
-964
-2% -$246K 1.53% 11
2022
Q2 		$11.3M Sell
45,694
-149
-0.3% -$36.7K 1.55% 12
2022
Q1 		$11.3M Sell
45,843
-4
-0% -$996 1.35% 14
2021
Q4 		$12.3M Sell
45,847
-103
-0.2% -$26K 1.41% 14
2021
Q3 		$11.1M Sell
45,950
-195
-0.4% -$46.5K 1.4% 14
2021
Q2 		$10.7M Sell
46,145
-293
-0.6% -$68.2K 1.39% 14
2021
Q1 		$10.4M Buy
46,438
+1,021
+2% +$218K 1.45% 12
2020
Q4 		$9.75M Sell
45,417
-74
-0.2% -$16.1K 1.47% 12
2020
Q3 		$9.98M Sell
45,491
-1,704
-4% -$350K 1.64% 11
2020
Q2 		$8.71M Sell
47,195
-1,098
-2% -$201K 1.46% 12
2020
Q1 		$7.99M Sell
48,293
-489
-1% -$96.3K 1.51% 13
2019
Q4 		$9.64M Buy
+48,782
New +$9.68M 1.47% 13

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Caldwell Trust's MCD Position: Q1 2026 in Review

Caldwell Trust increased its McDonald's (MCD) stake by 1.5% in Q1 2026, buying an estimated $159K and bringing the position to 34,116 shares worth $10.6M. The position accounts for 0.95% of the portfolio, ranked #30.

Caldwell Trust first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $13M in Q2 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Caldwell Trust held 34,116 shares of McDonald's worth $10.6M as of Q1 2026.
  • Caldwell Trust bought 498 McDonald's shares in Q1 2026, an estimated $159K.
  • McDonald's made up 0.95% of Caldwell Trust's portfolio in Q1 2026, its #30 holding.
  • Caldwell Trust first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's McDonald's position peaked at $13M in Q2 2023.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.