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First Citizens Financial Corp’s McDonald's MCD Stock Holding History

First Citizens Financial Corp’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 		$842K Sell
3,116
-141
-4% -$40.4K 0.35% 68
2026
Q1 		$1.01M Buy
3,257
+66
+2% +$21K 0.48% 56
2025
Q4 		$975K Sell
3,191
-253
-7% -$77.5K 0.48% 55
2025
Q3 		$1.05M Buy
3,444
+521
+18% +$159K 0.52% 53
2025
Q2 		$854K Buy
2,923
+119
+4% +$36.7K 0.47% 58
2025
Q1 		$876K Buy
2,804
+10
+0.4% +$2.99K 0.5% 51
2024
Q4 		$810K Buy
2,794
+28
+1% +$8.35K 0.44% 54
2024
Q3 		$842K Buy
2,766
+19
+0.7% +$5.24K 0.45% 54
2024
Q2 		$700K Hold
2,747
– – 0.41% 59
2024
Q1 		$775K Buy
2,747
+15
+0.5% +$4.36K 0.46% 52
2023
Q4 		$810K Sell
2,732
-220
-7% -$59.9K 0.52% 49
2023
Q3 		$778K Sell
2,952
-200
-6% -$57K 0.55% 40
2023
Q2 		$941K Buy
+3,152
New +$916K 0.64% 32
2022
Q4 		$736K Buy
2,792
+200
+8% +$52.8K 0.64% 36
2022
Q3 		$598K Sell
2,592
-200
-7% -$51.1K 0.59% 36
2022
Q2 		$689K Sell
2,792
-50
-2% -$12.3K 0.61% 37
2022
Q1 		$703K Hold
2,842
– – 0.53% 38
2021
Q4 		$762K Sell
2,842
-27
-0.9% -$6.82K 0.56% 36
2021
Q3 		$692K Sell
2,869
-122
-4% -$29.1K 0.55% 37
2021
Q2 		$691K Sell
2,991
-50
-2% -$11.6K 0.52% 36
2021
Q1 		$682K Sell
3,041
-182
-6% -$38.9K 0.56% 33
2020
Q4 		$692K Buy
3,223
+25
+0.8% +$5.44K 0.6% 31
2020
Q3 		$702K Sell
3,198
-25
-0.8% -$5.13K 0.69% 26
2020
Q2 		$595K Buy
3,223
+291
+10% +$53.4K 0.62% 31
2020
Q1 		$485K Buy
2,932
+1
+0% +$197 0.64% 31
2019
Q4 		$579K Buy
+2,931
New +$581K 0.57% 35

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
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
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

First Citizens Financial Corp's MCD Position: Q2 2026 in Review

First Citizens Financial Corp reduced its McDonald's (MCD) stake by 4.3% in Q2 2026, selling an estimated $40.4K and leaving 3,116 shares worth $842K. The position accounts for 0.35% of the portfolio, ranked #68.

First Citizens Financial Corp first reported a position in MCD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.05M in Q3 2025. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • First Citizens Financial Corp held 3,116 shares of McDonald's worth $842K as of Q2 2026.
  • First Citizens Financial Corp sold 141 McDonald's shares in Q2 2026, an estimated $40.4K.
  • McDonald's made up 0.35% of First Citizens Financial Corp's portfolio in Q2 2026, its #68 holding.
  • First Citizens Financial Corp first reported a position in McDonald's in Q4 2019 and has held it in 26 quarters since.
  • First Citizens Financial Corp's McDonald's position peaked at $1.05M in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.