First Financial Bankshares’s McDonald's MCD Stock Holding History

First Financial Bankshares’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 Q1	$99.3M	Buy	319,631 +426	+0.1%	+$136K	2.01%	12
2025 Q4	$97.6M	Buy	319,205 +4,576	+1%	+$1.4M	1.96%	11
2025 Q3	$95.6M	Buy	314,629 +1,759	+0.6%	+$535K	1.96%	12
2025 Q2	$91.4M	Sell	312,870 -422	-0.1%	-$130K	2.05%	12
2025 Q1	$97.9M	Buy	313,292 +359	+0.1%	+$107K	2.11%	12
2024 Q4	$90.7M	Sell	312,933 -1,028	-0.3%	-$307K	1.96%	11
2024 Q3	$95.6M	Buy	313,961 +32,890	+12%	+$9.07M	2.01%	11
2024 Q2	$71.6M	Buy	281,071 +100,050	+55%	+$26.5M	1.64%	17
2024 Q1	$51M	Sell	181,021 -1,158	-0.6%	-$337K	1.15%	29
2023 Q4	$54M	Buy	+182,179	New	+$49.6M	1.3%	24

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

First Financial Bankshares's MCD Position: Q1 2026 in Review

First Financial Bankshares increased its McDonald's (MCD) stake by 0.13% in Q1 2026, buying an estimated $136K and bringing the position to 319,631 shares worth $99.3M. The position accounts for 2.01% of the portfolio, ranked #12.

First Financial Bankshares first reported a position in MCD in Q4 2023 and has held it in 10 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

First Financial Bankshares held 319,631 shares of McDonald's worth $99.3M as of Q1 2026.
First Financial Bankshares bought 426 McDonald's shares in Q1 2026, an estimated $136K.
McDonald's made up 2.01% of First Financial Bankshares's portfolio in Q1 2026, its #12 holding.
First Financial Bankshares first reported a position in McDonald's in Q4 2023 and has held it in 10 quarters since.
3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.