First Western Trust Bank’s McDonald's MCD Stock Holding History

First Western Trust Bank’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	$5.99M	Sell	22,163 -1,662	-7%	-$477K	0.29%	24
2026 Q1	$7.4M	Sell	23,825 -2,518	-10%	-$802K	0.37%	21
2025 Q4	$8.05M	Buy	26,343 +524	+2%	+$160K	0.4%	19
2025 Q3	$7.85M	Sell	25,819 -683	-3%	-$208K	0.36%	22
2025 Q2	$7.74M	Sell	26,502 -833	-3%	-$257K	0.35%	21
2025 Q1	$8.54M	Sell	27,335 -1,579	-5%	-$472K	0.41%	19
2024 Q4	$8.38M	Sell	28,914 -405	-1%	-$121K	0.39%	20
2024 Q3	$8.93M	Sell	29,319 -3,279	-10%	-$904K	0.4%	21
2024 Q2	$8.31M	Sell	32,598 -5,307	-14%	-$1.41M	0.4%	21
2024 Q1	$10.7M	Sell	37,905 -1,122	-3%	-$326K	0.49%	20
2023 Q4	$11.6M	Sell	39,027 -691	-2%	-$188K	0.58%	16
2023 Q3	$10.5M	Sell	39,718 -1,474	-4%	-$420K	0.56%	18
2023 Q2	$12.3M	Sell	41,192 -492	-1%	-$143K	0.6%	16
2023 Q1	$11.7M	Buy	41,684 +1,428	+4%	+$383K	0.61%	15
2022 Q4	$10.6M	Buy	40,256 +1,291	+3%	+$341K	0.61%	11
2022 Q3	$8.99M	Buy	38,965 +1,199	+3%	+$306K	0.6%	13
2022 Q2	$9.36M	Sell	37,766 -1,030	-3%	-$254K	0.62%	12
2022 Q1	$9.66M	Buy	+38,796	New	+$9.66M	0.5%	23

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 Western Trust Bank's MCD Position: Q2 2026 in Review

First Western Trust Bank reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $477K and leaving 22,163 shares worth $5.99M. The position accounts for 0.29% of the portfolio, ranked #24.

First Western Trust Bank first reported a position in MCD in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.3M in Q2 2023. 1,584 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

First Western Trust Bank held 22,163 shares of McDonald's worth $5.99M as of Q2 2026.
First Western Trust Bank sold 1,662 McDonald's shares in Q2 2026, an estimated $477K.
McDonald's made up 0.29% of First Western Trust Bank's portfolio in Q2 2026, its #24 holding.
First Western Trust Bank first reported a position in McDonald's in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's McDonald's position peaked at $12.3M in Q2 2023.
1,584 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.