City State Bank’s McDonald's MCD Stock Holding History

City State 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	$490K	Sell	1,812 -20	-1%	-$5.74K	0.11%	133
2026 Q1	$569K	Buy	1,832 +1	+0.1%	+$319	0.15%	119
2025 Q4	$560K	Sell	1,831 -44	-2%	-$13.5K	0.15%	115
2025 Q3	$570K	Hold	1,875	–	–	0.16%	116
2025 Q2	$548K	Sell	1,875 -580	-24%	-$179K	0.17%	111
2025 Q1	$767K	Sell	2,455 -50	-2%	-$15K	0.25%	78
2024 Q4	$726K	Buy	2,505 +235	+10%	+$70.1K	0.26%	82
2024 Q3	$691K	Sell	2,270 -4	-0.2%	-$1.1K	0.25%	88
2024 Q2	$580K	Buy	2,274 +430	+23%	+$114K	0.24%	95
2024 Q1	$520K	Hold	1,844	–	–	0.23%	98
2023 Q4	$547K	Hold	1,844	–	–	0.27%	85
2023 Q3	$486K	Sell	1,844 -1	-0.1%	-$285	0.27%	89
2023 Q2	$551K	Sell	1,845 -89	-5%	-$25.9K	0.3%	80
2023 Q1	$541K	Hold	1,934	–	–	0.31%	80
2022 Q4	$510K	Sell	1,934 -122	-6%	-$32.2K	0.31%	84
2022 Q3	$474K	Hold	2,056	–	–	0.33%	82
2022 Q2	$508K	Sell	2,056 -30	-1%	-$7.39K	0.35%	76
2022 Q1	$516K	Sell	2,086 -25	-1%	-$6.23K	0.31%	85
2021 Q4	$566K	Buy	+2,111	New	+$533K	0.35%	78

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

City State Bank's MCD Position: Q2 2026 in Review

City State Bank reduced its McDonald's (MCD) stake by 1.1% in Q2 2026, selling an estimated $5.74K and leaving 1,812 shares worth $490K. The position accounts for 0.11% of the portfolio, ranked #133.

City State Bank first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $767K in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

City State Bank held 1,812 shares of McDonald's worth $490K as of Q2 2026.
City State Bank sold 20 McDonald's shares in Q2 2026, an estimated $5.74K.
McDonald's made up 0.11% of City State Bank's portfolio in Q2 2026, its #133 holding.
City State Bank first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
City State Bank's McDonald's position peaked at $767K in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.