Exchange Bank’s McDonald's MCD Stock Holding History

Exchange 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	$664K	Sell	2,457 -158	-6%	-$45.3K	0.41%	69
2026 Q1	$813K	Hold	2,615	–	–	0.56%	54
2025 Q4	$799K	Buy	2,615 +4	+0.2%	+$1.23K	0.55%	53
2025 Q3	$793K	Buy	2,611 +390	+18%	+$119K	0.55%	50
2025 Q2	$649K	Sell	2,221 -338	-13%	-$104K	0.51%	56
2025 Q1	$799K	Buy	2,559 +23	+0.9%	+$6.88K	0.64%	45
2024 Q4	$735K	Sell	2,536 -446	-15%	-$133K	0.59%	50
2024 Q3	$908K	Buy	2,982 +330	+12%	+$91K	0.74%	39
2024 Q2	$676K	Sell	2,652 -5	-0.2%	-$1.33K	0.57%	50
2024 Q1	$749K	Buy	2,657 +50	+2%	+$14.5K	0.62%	45
2023 Q4	$773K	Sell	2,607 -187	-7%	-$50.9K	0.67%	42
2023 Q3	$736K	Hold	2,794	–	–	0.71%	42
2023 Q2	$834K	Buy	+2,794	New	+$812K	0.81%	34

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Exchange Bank's MCD Position: Q2 2026 in Review

Exchange Bank reduced its McDonald's (MCD) stake by 6% in Q2 2026, selling an estimated $45.3K and leaving 2,457 shares worth $664K. The position accounts for 0.41% of the portfolio, ranked #69.

Exchange Bank first reported a position in MCD in Q2 2023 and has held it in 13 quarters since. The position peaked at $908K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Exchange Bank held 2,457 shares of McDonald's worth $664K as of Q2 2026.
Exchange Bank sold 158 McDonald's shares in Q2 2026, an estimated $45.3K.
McDonald's made up 0.41% of Exchange Bank's portfolio in Q2 2026, its #69 holding.
Exchange Bank first reported a position in McDonald's in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's McDonald's position peaked at $908K in Q3 2024.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.