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Colonial Trust Advisors’s McDonald's MCD Stock Holding History

Colonial Trust Advisors’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 		$4.66M Sell
14,991
-48
-0.3% -$15.3K 0.36% 75
2025
Q4 		$4.6M Sell
15,039
-37
-0.2% -$11.3K 0.35% 77
2025
Q3 		$4.58M Sell
15,076
-553
-4% -$168K 0.35% 76
2025
Q2 		$4.57M Sell
15,629
-126
-0.8% -$38.8K 0.38% 69
2025
Q1 		$4.92M Sell
15,755
-409
-3% -$122K 0.44% 64
2024
Q4 		$4.69M Sell
16,164
-532
-3% -$159K 0.42% 67
2024
Q3 		$5.08M Buy
16,696
+5
+0% +$1.38K 0.44% 65
2024
Q2 		$4.25M Sell
16,691
-829
-5% -$220K 0.41% 67
2024
Q1 		$4.94M Buy
17,520
+88
+0.5% +$25.6K 0.49% 60
2023
Q4 		$5.17M Sell
17,432
-780
-4% -$212K 0.55% 58
2023
Q3 		$4.8M Sell
18,212
-179
-1% -$51.1K 0.55% 58
2023
Q2 		$5.49M Sell
18,391
-1,247
-6% -$362K 0.61% 53
2023
Q1 		$5.49M Buy
19,638
+38
+0.2% +$10.2K 0.65% 52
2022
Q4 		$5.17M Sell
19,600
-1,170
-6% -$309K 0.63% 52
2022
Q3 		$4.79M Buy
20,770
+361
+2% +$92.3K 0.65% 52
2022
Q2 		$5.04M Sell
20,409
-350
-2% -$86.2K 0.71% 46
2022
Q1 		$5.13M Sell
20,759
-321
-2% -$80K 0.61% 52
2021
Q4 		$5.65M Sell
21,080
-175
-0.8% -$44.2K 0.63% 51
2021
Q3 		$5.13M Sell
21,255
-828
-4% -$198K 0.63% 51
2021
Q2 		$5.1M Buy
22,083
+173
+0.8% +$40.3K 0.62% 52
2021
Q1 		$4.91M Buy
21,910
+89
+0.4% +$19K 0.65% 50
2020
Q4 		$4.68M Buy
21,821
+366
+2% +$79.6K 0.65% 50
2020
Q3 		$4.71M Sell
21,455
-10
-0% -$2.05K 0.74% 42
2020
Q2 		$3.96M Buy
21,465
+410
+2% +$75.2K 0.68% 48
2020
Q1 		$3.48M Buy
21,055
+243
+1% +$47.9K 0.73% 45
2019
Q4 		$4.11M Sell
20,812
-289
-1% -$57.3K 0.68% 53
2019
Q3 		$4.53M Sell
21,101
-100
-0.5% -$21.4K 0.8% 45
2019
Q2 		$4.4M Buy
21,201
+279
+1% +$55.3K 0.8% 44
2019
Q1 		$3.97M Buy
20,922
+2,335
+13% +$424K 0.75% 47
2018
Q4 		$3.3M Sell
18,587
-1,617
-8% -$287K 0.81% 45
2018
Q3 		$3.38M Sell
20,204
-341
-2% -$54.6K 0.63% 55
2018
Q2 		$3.22M Sell
20,545
-150
-0.7% -$24.3K 0.64% 53
2018
Q1 		$3.24M Sell
20,695
-1,737
-8% -$286K 0.66% 52
2017
Q4 		$3.86M Buy
22,432
+1,787
+9% +$300K 0.6% 56
2017
Q3 		$3.23M Sell
20,645
-79
-0.4% -$12.4K 0.71% 53
2017
Q2 		$3.17M Buy
20,724
+3,199
+18% +$462K 0.72% 53
2017
Q1 		$2.53M Sell
17,525
-114
-0.6% -$14.3K 0.78% 45
2016
Q4 		$2.15M Sell
17,639
-686
-4% -$80.4K 0.69% 49
2016
Q3 		$2.11M Buy
18,325
+24
+0.1% +$2.84K 0.66% 52
2016
Q2 		$2.2M Buy
18,301
+76
+0.4% +$9.52K 0.7% 47
2016
Q1 		$2.29M Buy
18,225
+100
+0.6% +$11.9K 0.75% 44
2015
Q4 		$2.14M Sell
18,125
-349
-2% -$39K 0.71% 47
2015
Q3 		$1.82M Sell
18,474
-300
-2% -$29.2K 0.61% 61
2015
Q2 		$1.78M Sell
18,774
-2,125
-10% -$206K 0.55% 61
2015
Q1 		$2.04M Sell
20,899
-1,429
-6% -$136K 0.62% 54
2014
Q4 		$2.09M Sell
22,328
-10,850
-33% -$1.02M 0.81% 42
2014
Q3 		$3.15M Sell
33,178
-2,726
-8% -$260K 0.97% 33
2014
Q2 		$3.62M Sell
35,904
-675
-2% -$68.1K 1.1% 32
2014
Q1 		$3.59M Sell
36,579
-2,204
-6% -$211K 1.12% 31
2013
Q4 		$3.76M Sell
38,783
-774
-2% -$74.4K 1.18% 30
2013
Q3 		$3.81M Buy
39,557
+1,501
+4% +$147K 1.29% 28
2013
Q2 		$3.77M Buy
+38,056
New +$3.81M 1.34% 28

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

Colonial Trust Advisors's MCD Position: Q1 2026 in Review

Colonial Trust Advisors reduced its McDonald's (MCD) stake by 0.32% in Q1 2026, selling an estimated $15.3K and leaving 14,991 shares worth $4.66M. The position accounts for 0.36% of the portfolio, ranked #75.

Colonial Trust Advisors first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.65M in Q4 2021. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Colonial Trust Advisors held 14,991 shares of McDonald's worth $4.66M as of Q1 2026.
  • Colonial Trust Advisors sold 48 McDonald's shares in Q1 2026, an estimated $15.3K.
  • McDonald's made up 0.36% of Colonial Trust Advisors's portfolio in Q1 2026, its #75 holding.
  • Colonial Trust Advisors first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Colonial Trust Advisors's McDonald's position peaked at $5.65M in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.