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Davidson Trust Company’s McDonald's MCD Stock Holding History

Davidson 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
Q2 		$1.09M Buy
4,041
+154
+4% +$44.2K 0.43% 60
2026
Q1 		$1.21M Buy
3,887
+230
+6% +$73.3K 0.52% 51
2025
Q4 		$1.12M Buy
3,657
+317
+9% +$97.1K 0.47% 59
2025
Q3 		$1.01M Sell
3,340
-16,787
-83% -$5.11M 0.42% 61
2025
Q2 		$5.88M Sell
20,127
-251
-1% -$77.4K 2.71% 5
2025
Q1 		$6.37M Buy
20,378
+16,028
+368% +$4.79M 3.04% 5
2024
Q4 		$1.26M Hold
4,350
– – 0.65% 44
2024
Q3 		$1.32M Buy
4,350
+1,174
+37% +$324K 0.68% 40
2024
Q2 		$809K Sell
3,176
-752
-19% -$200K 0.56% 54
2024
Q1 		$1.11M Sell
3,928
-50
-1% -$14.5K 0.65% 41
2023
Q4 		$1.18M Buy
3,978
+165
+4% +$44.9K 0.76% 34
2023
Q3 		$1M Buy
3,813
+13
+0.3% +$3.71K 0.75% 37
2023
Q2 		$1.13M Sell
3,800
-22
-0.6% -$6.39K 0.82% 34
2023
Q1 		$1.07M Buy
3,822
+6
+0.2% +$1.61K 0.82% 34
2022
Q4 		$1.01M Sell
3,816
-53
-1% -$14K 0.89% 34
2022
Q3 		$893K Sell
3,869
-492
-11% -$126K 0.86% 33
2022
Q2 		$1.08M Sell
4,361
-138
-3% -$34K 0.96% 30
2022
Q1 		$1.11M Sell
4,499
-120
-3% -$29.9K 0.83% 34
2021
Q4 		$1.24M Sell
4,619
-99
-2% -$25K 0.85% 30
2021
Q3 		$1.14M Buy
4,718
+39
+0.8% +$9.31K 0.87% 32
2021
Q2 		$1.08M Sell
4,679
-53
-1% -$12.3K 0.84% 32
2021
Q1 		$1.06M Buy
4,732
+10
+0.2% +$2.14K 0.89% 30
2020
Q4 		$1.01M Sell
4,722
-375
-7% -$81.5K 0.87% 30
2020
Q3 		$1.12M Sell
5,097
-36
-0.7% -$7.39K 1.02% 28
2020
Q2 		$945K Sell
5,133
-10
-0.2% -$1.83K 0.92% 30
2020
Q1 		$849K Hold
5,143
– – 1.05% 29
2019
Q4 		$1.01M Buy
+5,143
New +$1.02M 1.02% 31

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

Davidson Trust Company's MCD Position: Q2 2026 in Review

Davidson Trust Company increased its McDonald's (MCD) stake by 4% in Q2 2026, buying an estimated $44.2K and bringing the position to 4,041 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #60.

Davidson Trust Company first reported a position in MCD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.37M in Q1 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Davidson Trust Company held 4,041 shares of McDonald's worth $1.09M as of Q2 2026.
  • Davidson Trust Company bought 154 McDonald's shares in Q2 2026, an estimated $44.2K.
  • McDonald's made up 0.43% of Davidson Trust Company's portfolio in Q2 2026, its #60 holding.
  • Davidson Trust Company first reported a position in McDonald's in Q4 2019 and has held it in 27 quarters since.
  • Davidson Trust Company's McDonald's position peaked at $6.37M in Q1 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.