DTC
MCD icon

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
Q3 		$910K Sell
3,941
-100
-2% -$26.3K 0.36% 70
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Davidson Trust Company's MCD Position: Q3 2026 in Review

Davidson Trust Company reduced its McDonald's (MCD) stake by 2.5% in Q3 2026, selling an estimated $26.3K and leaving 3,941 shares worth $910K. The position accounts for 0.36% of the portfolio, ranked #70.

Davidson Trust Company first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.37M in Q1 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Davidson Trust Company held 3,941 shares of McDonald's worth $910K as of Q3 2026.
  • Davidson Trust Company sold 100 McDonald's shares in Q3 2026, an estimated $26.3K.
  • McDonald's made up 0.36% of Davidson Trust Company's portfolio in Q3 2026, its #70 holding.
  • Davidson Trust Company first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Davidson Trust Company's McDonald's position peaked at $6.37M in Q1 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Davidson Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.