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Cetera Trust Company’s McDonald's MCD Stock Holding History

Cetera Trust Company’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 		$570K Sell
2,110
-320
-13% -$91.8K 0.29% 67
2026
Q1 		$755K Sell
2,430
-6,099
-72% -$1.94M 0.43% 55
2025
Q4 		$2.61M Buy
8,529
+135
+2% +$41.3K 1.39% 20
2025
Q3 		$2.55M Sell
8,394
-40
-0.5% -$12.2K 1.43% 18
2025
Q2 		$2.46M Sell
8,434
-10
-0.1% -$3.08K 1.47% 20
2025
Q1 		$2.64M Buy
8,444
+85
+1% +$25.4K 1.68% 16
2024
Q4 		$2.42M Buy
8,359
+65
+0.8% +$19.4K 1.57% 14
2024
Q3 		$2.53M Sell
8,294
-235
-3% -$64.8K 1.54% 17
2024
Q2 		$2.17M Sell
8,529
-775
-8% -$206K 1.36% 22
2024
Q1 		$2.62M Sell
9,304
-375
-4% -$109K 1.58% 19
2023
Q4 		$2.87M Buy
+9,679
New +$2.63M 1.79% 13

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 $3.37T AUM 44.26% 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

Cetera Trust Company's MCD Position: Q2 2026 in Review

Cetera Trust Company reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $91.8K and leaving 2,110 shares worth $570K. The position accounts for 0.29% of the portfolio, ranked #67.

Cetera Trust Company first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.87M in Q4 2023. 3,468 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Cetera Trust Company held 2,110 shares of McDonald's worth $570K as of Q2 2026.
  • Cetera Trust Company sold 320 McDonald's shares in Q2 2026, an estimated $91.8K.
  • McDonald's made up 0.29% of Cetera Trust Company's portfolio in Q2 2026, its #67 holding.
  • Cetera Trust Company first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's McDonald's position peaked at $2.87M in Q4 2023.
  • 3,468 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.