Bell Bank’s McDonald's MCD Stock Holding History

Bell 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 Q2	$3.35M	Buy	12,388 +639	+5%	+$183K	0.13%	66
2026 Q1	$3.65M	Buy	11,749 +728	+7%	+$232K	0.15%	62
2025 Q4	$3.37M	Sell	11,021 -6,445	-37%	-$1.97M	0.14%	62
2025 Q3	$5.31M	Buy	17,466 +4,477	+34%	+$1.36M	0.23%	58
2025 Q2	$3.79M	Buy	12,989 +168	+1%	+$51.8K	0.18%	59
2025 Q1	$4M	Buy	12,821 +122	+1%	+$36.5K	0.22%	57
2024 Q4	$3.68M	Buy	12,699 +371	+3%	+$111K	0.27%	54
2024 Q3	$3.75M	Buy	12,328 +23	+0.2%	+$6.34K	0.44%	51
2024 Q2	$3.14M	Sell	12,305 -2,983	-20%	-$791K	0.26%	51
2024 Q1	$4.31M	Buy	15,288 +416	+3%	+$121K	0.37%	46
2023 Q4	$4.41M	Buy	14,872 +235	+2%	+$64K	0.43%	45
2023 Q3	$3.86M	Buy	14,637 +281	+2%	+$80.1K	0.42%	45
2023 Q2	$4.28M	Buy	14,356 +296	+2%	+$86K	0.45%	44
2023 Q1	$3.93M	Buy	14,060 +67	+0.5%	+$17.9K	0.42%	46
2022 Q4	$3.69M	Buy	13,993 +1	+0%	+$264	0.43%	46
2022 Q3	$3.23M	Buy	13,992 +2	+0%	+$511	0.41%	46
2022 Q2	$3.45M	Buy	13,990 +251	+2%	+$61.8K	0.41%	46
2022 Q1	$3.4M	Sell	13,739 -30	-0.2%	-$7.47K	0.38%	47
2021 Q4	$3.69M	Hold	13,769	–	–	0.42%	47
2021 Q3	$3.32M	Hold	13,769	–	–	0.41%	45
2021 Q2	$3.18M	Sell	13,769 -15	-0.1%	-$3.49K	0.42%	46
2021 Q1	$3.09M	Sell	13,784 -8	-0.1%	-$1.71K	0.44%	45
2020 Q4	$2.96M	Buy	13,792 +101	+0.7%	+$22K	0.46%	42
2020 Q3	$3M	Sell	13,691 -74	-0.5%	-$15.2K	0.53%	24
2020 Q2	$2.54M	Sell	13,765 -13,663	-50%	-$2.51M	0.47%	42
2020 Q1	$4.54M	Sell	27,428 -3	-0%	-$591	0.98%	10
2019 Q4	$5.42M	Buy	27,431 +38	+0.1%	+$7.54K	0.98%	11
2019 Q3	$5.88M	Sell	27,393 -281	-1%	-$60.2K	1.12%	9
2019 Q2	$5.75M	Sell	27,674 -73	-0.3%	-$14.5K	1.29%	6
2019 Q1	$5.27M	Sell	27,747 -1,640	-6%	-$298K	1.41%	6
2018 Q4	$5.22M	Sell	29,387 -551	-2%	-$97.7K	1.6%	4
2018 Q3	$5.01M	Sell	29,938 -685	-2%	-$110K	1.54%	5
2018 Q2	$4.8M	Sell	30,623 -216	-0.7%	-$35K	1.48%	5
2018 Q1	$4.82M	Buy	30,839 +84	+0.3%	+$13.8K	1.54%	7
2017 Q4	$5.29M	Sell	30,755 -3,785	-11%	-$636K	1.49%	5
2017 Q3	$5.41M	Sell	34,540 -335	-1%	-$52.5K	1.58%	5
2017 Q2	$5.34M	Sell	34,875 -2,043	-6%	-$295K	1.89%	6
2017 Q1	$4.79M	Sell	36,918 -4,108	-10%	-$515K	1.78%	7
2016 Q4	$4.99M	Buy	41,026 +1,368	+3%	+$160K	1.95%	8
2016 Q3	$4.58M	Buy	39,658 +1,439	+4%	+$171K	2.88%	5
2016 Q2	$4.6M	Buy	38,219 +2,026	+6%	+$254K	2.64%	5
2016 Q1	$4.55M	Buy	36,193 +1,085	+3%	+$130K	2.96%	4
2015 Q4	$4.15M	Buy	35,108 +4,725	+16%	+$528K	2.98%	3
2015 Q3	$2.99M	Sell	30,383 -2,079	-6%	-$203K	2.38%	2
2015 Q2	$3.09M	Sell	32,462 -510	-2%	-$49.3K	2.29%	4
2015 Q1	$3.21M	Buy	32,972 +31	+0.1%	+$2.94K	2.26%	3
2014 Q4	$3.09M	Buy	32,941 +6,662	+25%	+$624K	2.12%	3
2014 Q3	$2.49M	Buy	26,279 +351	+1%	+$33.5K	1.79%	7
2014 Q2	$2.61M	Sell	25,928 -1,492	-5%	-$151K	1.84%	6
2014 Q1	$2.69M	Buy	27,420 +4,691	+21%	+$449K	1.79%	5
2013 Q4	$2.21M	Sell	22,729 -15,921	-41%	-$1.53M	1.14%	12
2013 Q3	$3.72M	Sell	38,650 -2,104	-5%	-$205K	1.3%	5
2013 Q2	$4.04M	Buy	+40,754	New	+$4.08M	1.41%	3

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bell Bank's MCD Position: Q2 2026 in Review

Bell Bank increased its McDonald's (MCD) stake by 5.4% in Q2 2026, buying an estimated $183K and bringing the position to 12,388 shares worth $3.35M. The position accounts for 0.13% of the portfolio, ranked #66.

Bell Bank first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.88M in Q3 2019. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bell Bank held 12,388 shares of McDonald's worth $3.35M as of Q2 2026.
Bell Bank bought 639 McDonald's shares in Q2 2026, an estimated $183K.
McDonald's made up 0.13% of Bell Bank's portfolio in Q2 2026, its #66 holding.
Bell Bank first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Bell Bank's McDonald's position peaked at $5.88M in Q3 2019.
621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.