First Bankers Trust’s McDonald's MCD Stock Holding History

First Bankers 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 Q2	$1.53M	Sell	5,648 -213	-4%	-$61.1K	0.48%	66
2026 Q1	$1.82M	Sell	5,861 -83	-1%	-$26.4K	0.62%	59
2025 Q4	$1.82M	Buy	5,944 +13	+0.2%	+$3.98K	0.61%	55
2025 Q3	$1.8M	Sell	5,931 -100	-2%	-$30.4K	0.63%	57
2025 Q2	$1.76M	Sell	6,031 -6,332	-51%	-$1.95M	0.65%	55
2025 Q1	$3.86M	Sell	12,363 -219	-2%	-$65.5K	1.52%	19
2024 Q4	$3.65M	Buy	12,582 +92	+0.7%	+$27.4K	1.42%	22
2024 Q3	$3.8M	Buy	12,490 +426	+4%	+$117K	1.46%	21
2024 Q2	$3.07M	Buy	12,064 +1,659	+16%	+$440K	1.27%	25
2024 Q1	$2.93M	Buy	10,405 +145	+1%	+$42.2K	1.25%	26
2023 Q4	$3.04M	Buy	10,260 +1,561	+18%	+$425K	1.41%	21
2023 Q3	$2.29M	Buy	8,699 +1,450	+20%	+$414K	1.16%	32
2023 Q2	$2.16M	Sell	7,249 -344	-5%	-$99.9K	1.06%	31
2023 Q1	$2.12M	Buy	7,593 +37	+0.5%	+$9.91K	1.07%	36
2022 Q4	$1.99M	Sell	7,556 -124	-2%	-$32.7K	1.02%	34
2022 Q3	$1.77M	Sell	7,680 -261	-3%	-$66.7K	1.02%	37
2022 Q2	$1.96M	Buy	7,941 +409	+5%	+$101K	1.03%	34
2022 Q1	$1.86M	Buy	7,532 +1,380	+22%	+$344K	0.87%	41
2021 Q4	$1.65M	Buy	6,152 +853	+16%	+$215K	0.73%	46
2021 Q3	$1.28M	Buy	5,299 +526	+11%	+$126K	0.64%	51
2021 Q2	$1.1M	Buy	4,773 +501	+12%	+$117K	0.54%	61
2021 Q1	$958K	Sell	4,272 -1,155	-21%	-$247K	0.4%	70
2020 Q4	$1.17M	Sell	5,427 -222	-4%	-$48.3K	0.45%	67
2020 Q3	$1.24M	Sell	5,649 -418	-7%	-$85.8K	0.53%	62
2020 Q2	$1.12M	Sell	6,067 -50	-0.8%	-$9.17K	0.5%	64
2020 Q1	$1.01M	Sell	6,117 -155	-2%	-$30.5K	0.52%	63
2019 Q4	$1.24M	Sell	6,272 -554	-8%	-$110K	0.52%	65
2019 Q3	$1.47M	Sell	6,826 -69	-1%	-$14.8K	0.66%	51
2019 Q2	$1.43M	Sell	6,895 -415	-6%	-$82.2K	0.66%	49
2019 Q1	$1.39M	Sell	7,310 -7,386	-50%	-$1.34M	0.66%	48
2018 Q4	$2.61M	Buy	14,696 +6,953	+90%	+$1.23M	0.68%	48
2018 Q3	$1.29M	Sell	7,743 -275	-3%	-$44.1K	0.62%	52
2018 Q2	$1.26M	Sell	8,018 -712	-8%	-$115K	0.65%	48
2018 Q1	$1.36M	Buy	8,730 +160	+2%	+$26.3K	0.72%	47
2017 Q4	$1.48M	Buy	8,570 +40	+0.5%	+$6.72K	0.73%	47
2017 Q3	$1.34M	Sell	8,530 -265	-3%	-$41.5K	0.69%	49
2017 Q2	$1.35M	Buy	8,795 +117	+1%	+$16.9K	0.73%	48
2017 Q1	$1.13M	Hold	8,678	–	–	0.61%	50
2016 Q4	$1.06M	Buy	8,678 +250	+3%	+$29.3K	0.59%	55
2016 Q3	$972K	Buy	8,428 +300	+4%	+$35.5K	0.54%	59
2016 Q2	$978K	Sell	8,128 -7,080	-47%	-$887K	0.54%	59
2016 Q1	$1.91M	Hold	15,208	–	–	0.8%	45
2015 Q4	$1.8M	Sell	15,208 -25	-0.2%	-$2.79K	0.78%	46
2015 Q3	$1.5M	Sell	15,233 -575	-4%	-$56K	0.69%	48
2015 Q2	$1.5M	Sell	15,808 -200	-1%	-$19.3K	0.64%	54
2015 Q1	$1.56M	Sell	16,008 -16	-0.1%	-$1.52K	0.67%	50
2014 Q4	$1.5M	Buy	16,024 +106	+0.7%	+$9.92K	0.65%	48
2014 Q3	$1.51M	Sell	15,918 -345	-2%	-$32.9K	0.67%	49
2014 Q2	$1.64M	Sell	16,263 -545	-3%	-$55K	0.72%	45
2014 Q1	$1.65M	Sell	16,808 -50	-0.3%	-$4.78K	0.77%	43
2013 Q4	$1.64M	Buy	16,858 +840	+5%	+$80.7K	0.78%	44
2013 Q3	$1.54M	Buy	16,018 +100	+0.6%	+$9.76K	0.82%	43
2013 Q2	$1.58M	Buy	+15,918	New	+$1.59M	0.85%	41

Other funds holding MCD

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

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

First Bankers Trust's MCD Position: Q2 2026 in Review

First Bankers Trust reduced its McDonald's (MCD) stake by 3.6% in Q2 2026, selling an estimated $61.1K and leaving 5,648 shares worth $1.53M. The position accounts for 0.48% of the portfolio, ranked #66.

First Bankers Trust first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.86M in Q1 2025. 1,184 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First Bankers Trust held 5,648 shares of McDonald's worth $1.53M as of Q2 2026.
First Bankers Trust sold 213 McDonald's shares in Q2 2026, an estimated $61.1K.
McDonald's made up 0.48% of First Bankers Trust's portfolio in Q2 2026, its #66 holding.
First Bankers Trust first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
First Bankers Trust's McDonald's position peaked at $3.86M in Q1 2025.
1,184 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.