Canandaigua National Trust of Florida’s McDonald's MCD Stock Holding History

Canandaigua National Trust of Florida’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	$563K	Sell	1,812 -179	-9%	-$57K	0.45%	55
2025 Q4	$609K	Buy	1,991 +190	+11%	+$58.2K	0.38%	65
2025 Q3	$547K	Sell	1,801 -15	-0.8%	-$4.57K	0.43%	61
2025 Q2	$531K	Buy	1,816 +5	+0.3%	+$1.54K	0.38%	70
2025 Q1	$566K	Hold	1,811	–	–	0.5%	47
2024 Q4	$525K	Buy	1,811 +200	+12%	+$59.6K	0.41%	60
2024 Q3	$491K	Buy	+1,611	New	+$444K	0.42%	61

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

Canandaigua National Trust of Florida's MCD Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its McDonald's (MCD) stake by 9% in Q1 2026, selling an estimated $57K and leaving 1,812 shares worth $563K. The position accounts for 0.45% of the portfolio, ranked #55.

Canandaigua National Trust of Florida first reported a position in MCD in Q3 2024 and has held it in 7 quarters since. The position peaked at $609K in Q4 2025. 3,575 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Canandaigua National Trust of Florida held 1,812 shares of McDonald's worth $563K as of Q1 2026.
Canandaigua National Trust of Florida sold 179 McDonald's shares in Q1 2026, an estimated $57K.
McDonald's made up 0.45% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #55 holding.
Canandaigua National Trust of Florida first reported a position in McDonald's in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's McDonald's position peaked at $609K in Q4 2025.
3,575 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.