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Spinnaker Trust’s McDonald's MCD Stock Holding History

Spinnaker 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 		$3.95M Sell
12,718
-82
-0.6% -$26.1K 0.22% 82
2025
Q4 		$3.91M Buy
12,800
+261
+2% +$79.9K 0.21% 88
2025
Q3 		$3.81M Buy
12,539
+65
+0.5% +$19.8K 0.21% 88
2025
Q2 		$3.64M Buy
12,474
+867
+7% +$267K 0.22% 87
2025
Q1 		$3.63M Sell
11,607
-2,159
-16% -$646K 0.24% 87
2024
Q4 		$3.99M Sell
13,766
-58
-0.4% -$17.3K 0.25% 81
2024
Q3 		$4.21M Sell
13,824
-727
-5% -$200K 0.26% 85
2024
Q2 		$3.71M Buy
14,551
+190
+1% +$50.4K 0.24% 84
2024
Q1 		$4.05M Buy
14,361
+7
+0% +$2.04K 0.26% 81
2023
Q4 		$4.26M Buy
14,354
+64
+0.4% +$17.4K 0.29% 79
2023
Q3 		$3.76M Buy
14,290
+223
+2% +$63.6K 0.28% 81
2023
Q2 		$4.2M Sell
14,067
-994
-7% -$289K 0.3% 75
2023
Q1 		$4.21M Sell
15,061
-1,388
-8% -$372K 0.32% 73
2022
Q4 		$4.33M Buy
16,449
+7
+0% +$1.85K 0.34% 73
2022
Q3 		$3.79M Buy
16,442
+13
+0.1% +$3.32K 0.31% 72
2022
Q2 		$4.06M Buy
16,429
+215
+1% +$53K 0.31% 75
2022
Q1 		$4.01M Buy
16,214
+1,144
+8% +$285K 0.27% 81
2021
Q4 		$4.04M Sell
15,070
-51
-0.3% -$12.9K 0.26% 82
2021
Q3 		$3.65M Buy
15,121
+487
+3% +$116K 0.25% 78
2021
Q2 		$3.38M Sell
14,634
-75
-0.5% -$17.5K 0.24% 80
2021
Q1 		$3.29M Buy
14,709
+442
+3% +$94.5K 0.25% 78
2020
Q4 		$3.06M Sell
14,267
-35
-0.2% -$7.61K 0.24% 77
2020
Q3 		$3.14M Buy
14,302
+28
+0.2% +$5.75K 0.28% 69
2020
Q2 		$2.63M Sell
14,274
-1,853
-11% -$340K 0.25% 73
2020
Q1 		$2.67M Sell
16,127
-80
-0.5% -$15.8K 0.29% 76
2019
Q4 		$3.2M Buy
16,207
+618
+4% +$123K 0.29% 73
2019
Q3 		$3.35M Sell
15,589
-555
-3% -$119K 0.33% 65
2019
Q2 		$3.35M Sell
16,144
-482
-3% -$95.5K 0.34% 62
2019
Q1 		$3.16M Buy
16,626
+3,358
+25% +$609K 0.32% 66
2018
Q4 		$2.35M Sell
13,268
-465
-3% -$82.5K 0.27% 78
2018
Q3 		$2.3M Sell
13,733
-132
-1% -$21.2K 0.23% 81
2018
Q2 		$2.17M Sell
13,865
-36
-0.3% -$5.84K 0.23% 80
2018
Q1 		$2.17M Buy
13,901
+1,196
+9% +$197K 0.24% 75
2017
Q4 		$2.19M Sell
12,705
-79
-0.6% -$13.3K 0.25% 73
2017
Q3 		$2M Buy
12,784
+123
+1% +$19.3K 0.25% 74
2017
Q2 		$1.94M Buy
12,661
+84
+0.7% +$12.1K 0.24% 76
2017
Q1 		$1.63M Sell
12,577
-234
-2% -$29.4K 0.21% 81
2016
Q4 		$1.56M Sell
12,811
-98
-0.8% -$11.5K 0.21% 80
2016
Q3 		$1.49M Sell
12,909
-284
-2% -$33.7K 0.2% 80
2016
Q2 		$1.59M Buy
13,193
+761
+6% +$95.3K 0.22% 82
2016
Q1 		$1.56M Buy
12,432
+211
+2% +$25.2K 0.22% 79
2015
Q4 		$1.44M Buy
12,221
+337
+3% +$37.7K 0.21% 82
2015
Q3 		$1.17M Buy
11,884
+235
+2% +$22.9K 0.18% 86
2015
Q2 		$1.11M Sell
11,649
-201
-2% -$19.4K 0.17% 93
2015
Q1 		$1.16M Buy
11,850
+1,043
+10% +$99K 0.17% 92
2014
Q4 		$1.01M Sell
10,807
-1,030
-9% -$96.4K 0.15% 97
2014
Q3 		$1.12M Buy
11,837
+1,726
+17% +$165K 0.18% 85
2014
Q2 		$1.02M Sell
10,111
-114
-1% -$11.5K 0.17% 88
2014
Q1 		$1M Buy
10,225
+4,868
+91% +$465K 0.16% 84
2013
Q4 		$520K Sell
5,357
-2,375
-31% -$228K 0.09% 112
2013
Q3 		$744K Hold
7,732
– – 0.13% 93
2013
Q2 		$765K Buy
+7,732
New +$774K 0.14% 91

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

Spinnaker Trust's MCD Position: Q1 2026 in Review

Spinnaker Trust reduced its McDonald's (MCD) stake by 0.64% in Q1 2026, selling an estimated $26.1K and leaving 12,718 shares worth $3.95M. The position accounts for 0.22% of the portfolio, ranked #82.

Spinnaker Trust first reported a position in MCD in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.33M in Q4 2022. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Spinnaker Trust held 12,718 shares of McDonald's worth $3.95M as of Q1 2026.
  • Spinnaker Trust sold 82 McDonald's shares in Q1 2026, an estimated $26.1K.
  • McDonald's made up 0.22% of Spinnaker Trust's portfolio in Q1 2026, its #82 holding.
  • Spinnaker Trust first reported a position in McDonald's in Q2 2013 and has held it in 52 quarters since.
  • Spinnaker Trust's McDonald's position peaked at $4.33M in Q4 2022.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.