Chevy Chase Trust’s McDonald's MCD Stock Holding History

Chevy Chase 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 Q2	$96.3M	Sell	356,324 -8,010	-2%	-$2.3M	0.25%	83
2026 Q1	$113M	Sell	364,334 -10,825	-3%	-$3.45M	0.33%	63
2025 Q4	$115M	Sell	375,159 -2,849	-0.8%	-$873K	0.31%	62
2025 Q3	$115M	Sell	378,008 -13,545	-3%	-$4.12M	0.32%	60
2025 Q2	$114M	Buy	391,553 +1,797	+0.5%	+$554K	0.33%	55
2025 Q1	$122M	Sell	389,756 -1,060	-0.3%	-$317K	0.39%	51
2024 Q4	$113M	Sell	390,816 -8,618	-2%	-$2.57M	0.34%	49
2024 Q3	$122M	Sell	399,434 -8,801	-2%	-$2.43M	0.37%	50
2024 Q2	$104M	Sell	408,235 -9,348	-2%	-$2.48M	0.33%	58
2024 Q1	$118M	Sell	417,583 -4,723	-1%	-$1.37M	0.39%	51
2023 Q4	$125M	Sell	422,306 -4,851	-1%	-$1.32M	0.45%	45
2023 Q3	$113M	Sell	427,157 -10,574	-2%	-$3.02M	0.44%	45
2023 Q2	$131M	Sell	437,731 -6,067	-1%	-$1.76M	0.49%	37
2023 Q1	$124M	Buy	443,798 +3,841	+0.9%	+$1.03M	0.49%	41
2022 Q4	$116M	Sell	439,957 -27,864	-6%	-$7.35M	0.49%	46
2022 Q3	$108M	Buy	467,821 +2,502	+0.5%	+$639K	0.46%	46
2022 Q2	$115M	Sell	465,319 -2,616	-0.6%	-$644K	0.48%	43
2022 Q1	$116M	Buy	467,935 +701	+0.2%	+$175K	0.4%	52
2021 Q4	$125M	Sell	467,234 -10,161	-2%	-$2.57M	0.4%	54
2021 Q3	$115M	Sell	477,395 -17,279	-3%	-$4.12M	0.4%	56
2021 Q2	$114M	Sell	494,674 -24,902	-5%	-$5.79M	0.39%	56
2021 Q1	$116M	Sell	519,576 -39,760	-7%	-$8.5M	0.42%	51
2020 Q4	$120M	Sell	559,336 -17,526	-3%	-$3.81M	0.43%	51
2020 Q3	$127M	Sell	576,862 -46,914	-8%	-$9.63M	0.5%	42
2020 Q2	$115M	Sell	623,776 -42,474	-6%	-$7.79M	0.47%	49
2020 Q1	$110M	Buy	666,250 +9,221	+1%	+$1.82M	0.51%	42
2019 Q4	$130M	Sell	657,029 -5,910	-0.9%	-$1.17M	0.49%	41
2019 Q3	$142M	Sell	662,939 -4,315	-0.6%	-$925K	0.58%	38
2019 Q2	$139M	Sell	667,254 -3,358	-0.5%	-$665K	0.57%	36
2019 Q1	$132M	Buy	670,612 +1,810	+0.3%	+$328K	0.55%	37
2018 Q4	$119M	Sell	668,802 -20,843	-3%	-$3.7M	0.58%	38
2018 Q3	$115M	Sell	689,645 -57,481	-8%	-$9.21M	0.48%	46
2018 Q2	$117M	Sell	747,126 -15,288	-2%	-$2.48M	0.51%	42
2018 Q1	$119M	Sell	762,414 -15,736	-2%	-$2.59M	0.53%	40
2017 Q4	$134M	Sell	778,150 -30,327	-4%	-$5.09M	0.58%	38
2017 Q3	$127M	Buy	808,477 +3,876	+0.5%	+$607K	0.57%	38
2017 Q2	$123M	Sell	804,601 -12,141	-1%	-$1.75M	0.59%	36
2017 Q1	$106M	Buy	816,742 +6,935	+0.9%	+$870K	0.52%	41
2016 Q4	$98.6M	Sell	809,807 -19,324	-2%	-$2.27M	0.52%	41
2016 Q3	$95.6M	Sell	829,131 -42,538	-5%	-$5.04M	0.52%	41
2016 Q2	$105M	Sell	871,669 -9,310	-1%	-$1.17M	0.58%	40
2016 Q1	$111M	Buy	880,979 +37,219	+4%	+$4.45M	0.63%	35
2015 Q4	$99.7M	Sell	843,760 -17,729	-2%	-$1.98M	0.58%	40
2015 Q3	$84.9M	Buy	861,489 +5,350	+0.6%	+$521K	0.53%	44
2015 Q2	$81.4M	Sell	856,139 -13,728	-2%	-$1.33M	0.49%	45
2015 Q1	$84.8M	Sell	869,867 -10,459	-1%	-$992K	0.51%	44
2014 Q4	$82.5M	Sell	880,326 -38,772	-4%	-$3.63M	0.52%	42
2014 Q3	$87.1M	Buy	919,098 +1,807	+0.2%	+$172K	0.56%	38
2014 Q2	$92.4M	Sell	917,291 -7,377	-0.8%	-$745K	0.64%	30
2014 Q1	$90.6M	Sell	924,668 -39,896	-4%	-$3.81M	0.65%	32
2013 Q4	$93.6M	Sell	964,564 -17,596	-2%	-$1.69M	0.68%	31
2013 Q3	$94.5M	Buy	982,160 +24,851	+3%	+$2.43M	0.77%	27
2013 Q2	$94.8M	Buy	+957,309	New	+$95.9M	0.83%	25

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chevy Chase Trust's MCD Position: Q2 2026 in Review

Chevy Chase Trust reduced its McDonald's (MCD) stake by 2.2% in Q2 2026, selling an estimated $2.3M and leaving 356,324 shares worth $96.3M. The position accounts for 0.25% of the portfolio, ranked #83.

Chevy Chase Trust first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $142M in Q3 2019. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Chevy Chase Trust held 356,324 shares of McDonald's worth $96.3M as of Q2 2026.
Chevy Chase Trust sold 8,010 McDonald's shares in Q2 2026, an estimated $2.3M.
McDonald's made up 0.25% of Chevy Chase Trust's portfolio in Q2 2026, its #83 holding.
Chevy Chase Trust first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Chevy Chase Trust's McDonald's position peaked at $142M in Q3 2019.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.