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 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 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

Cetera Trust Company's MCD Position: Q1 2026 in Review

Cetera Trust Company reduced its McDonald's (MCD) stake by 72% in Q1 2026, selling an estimated $1.94M and leaving 2,430 shares worth $755K. The position accounts for 0.43% of the portfolio, ranked #55.

Cetera Trust Company first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.87M in Q4 2023. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Cetera Trust Company held 2,430 shares of McDonald's worth $755K as of Q1 2026.
Cetera Trust Company sold 6,099 McDonald's shares in Q1 2026, an estimated $1.94M.
McDonald's made up 0.43% of Cetera Trust Company's portfolio in Q1 2026, its #55 holding.
Cetera Trust Company first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's McDonald's position peaked at $2.87M in Q4 2023.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.