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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
Q2 		$1.11M Sell
4,106
-289
-7% -$82.9K 0.14% 115
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 $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

Colonial Trust's MCD Position: Q2 2026 in Review

Colonial Trust reduced its McDonald's (MCD) stake by 6.6% in Q2 2026, selling an estimated $82.9K and leaving 4,106 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #115.

Colonial Trust first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Colonial Trust held 4,106 shares of McDonald's worth $1.11M as of Q2 2026.
  • Colonial Trust sold 289 McDonald's shares in Q2 2026, an estimated $82.9K.
  • McDonald's made up 0.14% of Colonial Trust's portfolio in Q2 2026, its #115 holding.
  • Colonial Trust first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Colonial Trust's McDonald's position peaked at $1.73M in Q3 2024.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.