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Colonial Trust’s McDonald's MCD Stock Holding History

Colonial 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
Q1 		$1.37M Sell
4,395
-387
-8% -$123K 0.19% 109
2025
Q4 		$1.46M Sell
4,782
-88
-2% -$27K 0.19% 107
2025
Q3 		$1.48M Sell
4,870
-124
-2% -$37.7K 0.2% 103
2025
Q2 		$1.46M Buy
4,994
+20
+0.4% +$6.17K 0.21% 99
2025
Q1 		$1.55M Sell
4,974
-390
-7% -$117K 0.24% 92
2024
Q4 		$1.55M Sell
5,364
-320
-6% -$95.4K 0.23% 92
2024
Q3 		$1.73M Buy
5,684
+779
+16% +$215K 0.27% 89
2024
Q2 		$1.25M Buy
4,905
+195
+4% +$51.7K 0.22% 92
2024
Q1 		$1.33M Buy
4,710
+85
+2% +$24.7K 0.25% 90
2023
Q4 		$1.37M Buy
4,625
+413
+10% +$112K 0.29% 85
2023
Q3 		$1.11M Buy
4,212
+86
+2% +$24.5K 0.27% 85
2023
Q2 		$1.23M Buy
4,126
+71
+2% +$20.6K 0.3% 79
2023
Q1 		$1.13M Sell
4,055
-121
-3% -$32.4K 0.29% 82
2022
Q4 		$1.1M Sell
4,176
-419
-9% -$111K 0.3% 80
2022
Q3 		$1.06M Buy
+4,595
New +$1.17M 0.34% 78

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's MCD Position: Q1 2026 in Review

Colonial Trust reduced its McDonald's (MCD) stake by 8.1% in Q1 2026, selling an estimated $123K and leaving 4,395 shares worth $1.37M. The position accounts for 0.19% of the portfolio, ranked #109.

Colonial Trust first reported a position in MCD in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q3 2024. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Colonial Trust held 4,395 shares of McDonald's worth $1.37M as of Q1 2026.
  • Colonial Trust sold 387 McDonald's shares in Q1 2026, an estimated $123K.
  • McDonald's made up 0.19% of Colonial Trust's portfolio in Q1 2026, its #109 holding.
  • Colonial Trust first reported a position in McDonald's in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's McDonald's position peaked at $1.73M in Q3 2024.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

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