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 Q3	$558K	Sell	2,418 -39	-2%	-$10.3K	0.35%	79
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%	+$1.22K	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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Exchange Bank's MCD Position: Q3 2026 in Review

Exchange Bank reduced its McDonald's (MCD) stake by 1.6% in Q3 2026, selling an estimated $10.3K and leaving 2,418 shares worth $558K. The position accounts for 0.35% of the portfolio, ranked #79.

Exchange Bank first reported a position in MCD in Q2 2023 and has held it in 14 quarters since. The position peaked at $908K in Q3 2024. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Exchange Bank held 2,418 shares of McDonald's worth $558K as of Q3 2026.
Exchange Bank sold 39 McDonald's shares in Q3 2026, an estimated $10.3K.
McDonald's made up 0.35% of Exchange Bank's portfolio in Q3 2026, its #79 holding.
Exchange Bank first reported a position in McDonald's in Q2 2023 and has held it in 14 quarters since.
Exchange Bank's McDonald's position peaked at $908K in Q3 2024.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.