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 Q2	$98M	Buy	362,689 +43,058	+13%	+$12.3M	1.83%	16
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Financial Bankshares's MCD Position: Q2 2026 in Review

First Financial Bankshares increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $12.3M and bringing the position to 362,689 shares worth $98M. The position accounts for 1.83% of the portfolio, ranked #16.

First Financial Bankshares first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.3M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First Financial Bankshares held 362,689 shares of McDonald's worth $98M as of Q2 2026.
First Financial Bankshares bought 43,058 McDonald's shares in Q2 2026, an estimated $12.3M.
McDonald's made up 1.83% of First Financial Bankshares's portfolio in Q2 2026, its #16 holding.
First Financial Bankshares first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
First Financial Bankshares's McDonald's position peaked at $99.3M in Q1 2026.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Financial Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.