First National Bank of Mount Dora’s McDonald's MCD Stock Holding History

First National Bank of Mount Dora’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	$5.31M	Sell	19,642 -58	-0.3%	-$16.6K	1.06%	34
2026 Q1	$6.12M	Sell	19,700 -4,343	-18%	-$1.38M	1.32%	28
2025 Q4	$7.35M	Buy	24,043 +219	+0.9%	+$67.1K	1.61%	21
2025 Q3	$7.24M	Buy	23,824 +1,785	+8%	+$543K	1.6%	21
2025 Q2	$6.44M	Buy	22,039 +227	+1%	+$70K	1.45%	26
2025 Q1	$6.81M	Buy	21,812 +8,891	+69%	+$2.66M	1.66%	22
2024 Q4	$3.75M	Buy	12,921 +88	+0.7%	+$26.2K	0.88%	45
2024 Q3	$3.91M	Buy	12,833 +755	+6%	+$208K	0.89%	46
2024 Q2	$3.08M	Buy	12,078 +756	+7%	+$201K	0.74%	50
2024 Q1	$3.19M	Buy	11,322 +297	+3%	+$86.4K	0.78%	50
2023 Q4	$3.27M	Buy	11,025 +301	+3%	+$81.9K	0.87%	45
2023 Q3	$2.83M	Buy	10,724 +28	+0.3%	+$7.99K	0.84%	49
2023 Q2	$3.19M	Sell	10,696 -3,677	-26%	-$1.07M	0.91%	45
2023 Q1	$4.02M	Buy	14,373 +5,509	+62%	+$1.48M	1.22%	35
2022 Q4	$2.34M	Buy	8,864 +824	+10%	+$217K	0.77%	50
2022 Q3	$1.85M	Buy	+8,040	New	+$2.05M	0.66%	55

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

First National Bank of Mount Dora's MCD Position: Q2 2026 in Review

First National Bank of Mount Dora reduced its McDonald's (MCD) stake by 0.29% in Q2 2026, selling an estimated $16.6K and leaving 19,642 shares worth $5.31M. The position accounts for 1.06% of the portfolio, ranked #34.

First National Bank of Mount Dora first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.35M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First National Bank of Mount Dora held 19,642 shares of McDonald's worth $5.31M as of Q2 2026.
First National Bank of Mount Dora sold 58 McDonald's shares in Q2 2026, an estimated $16.6K.
McDonald's made up 1.06% of First National Bank of Mount Dora's portfolio in Q2 2026, its #34 holding.
First National Bank of Mount Dora first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
First National Bank of Mount Dora's McDonald's position peaked at $7.35M in Q4 2025.
1,553 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.