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Old North State Trust’s McDonald's MCD Stock Holding History

Old North State 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 		$794K Sell
2,555
-25
-1% -$7.96K 0.47% 59
2025
Q4 		$789K Sell
2,580
-118
-4% -$36.1K 0.47% 56
2025
Q3 		$820K Sell
2,698
-48
-2% -$14.6K 0.5% 50
2025
Q2 		$802K Sell
2,746
-125
-4% -$38.5K 0.55% 46
2025
Q1 		$832K Hold
2,871
– – 0.53% 48
2024
Q4 		$832K Sell
2,871
-70
-2% -$20.9K 0.53% 48
2024
Q3 		$896K Buy
2,941
+118
+4% +$32.5K 0.73% 38
2024
Q2 		$719K Sell
2,823
-94
-3% -$24.9K 0.62% 46
2024
Q1 		$822K Buy
+2,917
New +$848K 0.69% 39
2023
Q3 		$982K Sell
3,728
-31
-0.8% -$8.84K 0.77% 33
2023
Q2 		$1.12M Sell
3,759
-44
-1% -$12.8K 0.83% 30
2023
Q1 		$1.06M Sell
3,803
-26
-0.7% -$6.97K 0.74% 32
2022
Q4 		$1.01M Sell
3,829
-72
-2% -$19K 0.66% 32
2022
Q3 		$900K Buy
3,901
+3,897
+97,425% +$996K 0.78% 30
2022
Q2 		$951 Hold
4
– – 0.87% 29
2022
Q1 		$948 Sell
4
-3,751
-100% -$934K 0.76% 35
2021
Q4 		$1.01M Buy
3,755
+465
+14% +$117K 0.72% 33
2021
Q3 		$793K Buy
3,290
+260
+9% +$62.1K 0.71% 31
2021
Q2 		$700K Buy
3,030
+470
+18% +$109K 0.53% 43
2021
Q1 		$577K Sell
2,560
-42
-2% -$8.98K 0.46% 45
2020
Q4 		$558K Sell
2,602
-1,201
-32% -$261K 0.43% 46
2020
Q3 		$835K Sell
3,803
-1,525
-29% -$313K 0.56% 35
2020
Q2 		$983K Hold
5,328
– – 0.63% 31
2020
Q1 		$881K Sell
5,328
-12
-0.2% -$2.36K 0.64% 30
2019
Q4 		$1.05M Buy
5,340
+214
+4% +$42.5K 0.57% 29
2019
Q3 		$1.1M Sell
5,126
-97
-2% -$20.8K 0.75% 26
2019
Q2 		$1.08M Sell
5,223
-84
-2% -$16.6K 0.79% 29
2019
Q1 		$1.01M Buy
5,307
+163
+3% +$29.6K 0.7% 33
2018
Q4 		$913K Sell
5,144
-352
-6% -$62.4K 0.93% 30
2018
Q3 		$912K Buy
+5,496
New +$881K 0.86% 31

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

Old North State Trust's MCD Position: Q1 2026 in Review

Old North State Trust reduced its McDonald's (MCD) stake by 0.97% in Q1 2026, selling an estimated $7.96K and leaving 2,555 shares worth $794K. The position accounts for 0.47% of the portfolio, ranked #59.

Old North State Trust first reported a position in MCD in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Old North State Trust held 2,555 shares of McDonald's worth $794K as of Q1 2026.
  • Old North State Trust sold 25 McDonald's shares in Q1 2026, an estimated $7.96K.
  • McDonald's made up 0.47% of Old North State Trust's portfolio in Q1 2026, its #59 holding.
  • Old North State Trust first reported a position in McDonald's in Q3 2018 and has held it in 30 quarters since.
  • Old North State Trust's McDonald's position peaked at $1.12M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.