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Idaho Trust Bank’s McDonald's MCD Stock Holding History

Idaho Trust Bank’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 		$275K Sell
886
-138
-13% -$44K 0.09% 85
2025
Q4 		$313K Sell
1,024
-53
-5% -$16.2K 0.1% 85
2025
Q3 		$327K Hold
1,077
– – 0.11% 82
2025
Q2 		$315K Buy
1,077
+328
+44% +$101K 0.11% 85
2025
Q1 		$234K Buy
+749
New +$224K 0.1% 91
2024
Q2 		– Sell
-1,919
Closed -$541K – 107
2024
Q1 		$541K Buy
+1,919
New +$558K 0.52% 49

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 $147M AUM 25.76% 1-Year Est. Return

Idaho Trust Bank's MCD Position: Q1 2026 in Review

Idaho Trust Bank reduced its McDonald's (MCD) stake by 13% in Q1 2026, selling an estimated $44K and leaving 886 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #85.

Idaho Trust Bank first reported a position in MCD in Q1 2024 and has held it in 6 quarters since. The position peaked at $541K in Q1 2024. 3,567 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Idaho Trust Bank held 886 shares of McDonald's worth $275K as of Q1 2026.
  • Idaho Trust Bank sold 138 McDonald's shares in Q1 2026, an estimated $44K.
  • McDonald's made up 0.09% of Idaho Trust Bank's portfolio in Q1 2026, its #85 holding.
  • Idaho Trust Bank first reported a position in McDonald's in Q1 2024 and has held it in 6 quarters since.
  • Idaho Trust Bank's McDonald's position peaked at $541K in Q1 2024.
  • 3,567 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.