MBT
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Montecito Bank & Trust’s McDonald's MCD Stock Holding History

Montecito Bank & Trust’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 		$1.55M Buy
5,732
+74
+1% +$21.2K 0.23% 96
2026
Q1 		$1.76M Buy
5,658
+75
+1% +$23.9K 0.29% 79
2025
Q4 		$1.71M Sell
5,583
-15
-0.3% -$4.59K 0.27% 84
2025
Q3 		$1.7M Buy
+5,598
New +$1.7M 0.26% 83
2025
Q1 		$1.72M Sell
5,519
-24
-0.4% -$7.18K 0.31% 76
2024
Q4 		$1.61M Sell
5,543
-91
-2% -$27.1K 0.28% 80
2024
Q3 		$1.72M Sell
5,634
-264
-4% -$72.8K 0.29% 81
2024
Q2 		$1.5M Sell
5,898
-589
-9% -$156K 0.31% 72
2024
Q1 		$1.83M Sell
6,487
-309
-5% -$89.9K 0.37% 63
2023
Q4 		$2.02M Buy
6,796
+150
+2% +$40.8K 0.43% 54
2023
Q3 		$1.75M Buy
6,646
+277
+4% +$79K 0.41% 55
2023
Q2 		$1.9M Sell
6,369
-102
-2% -$29.6K 0.43% 53
2023
Q1 		$1.81M Buy
6,471
+258
+4% +$69.1K 0.43% 57
2022
Q4 		$1.64M Sell
6,213
-60
-1% -$15.8K 0.4% 61
2022
Q3 		$1.45M Buy
6,273
+204
+3% +$52.1K 0.38% 67
2022
Q2 		$1.5M Sell
6,069
-2
-0% -$493 0.36% 66
2022
Q1 		$1.5M Sell
6,071
-52
-0.8% -$13K 0.28% 84
2021
Q4 		$1.64M Hold
6,123
– – 0.29% 81
2021
Q3 		$1.48M Sell
6,123
-42
-0.7% -$10K 0.29% 84
2021
Q2 		$1.42M Hold
6,165
– – 0.27% 87
2021
Q1 		$1.38M Sell
6,165
-85
-1% -$18.2K 0.29% 82
2020
Q4 		$1.34M Buy
6,250
+70
+1% +$15.2K 0.29% 79
2020
Q3 		$1.36M Hold
6,180
– – 0.35% 74
2020
Q2 		$1.14M Sell
6,180
-100
-2% -$18.3K 0.31% 80
2020
Q1 		$1.04M Sell
6,280
-380
-6% -$74.9K 0.34% 74
2019
Q4 		$1.32M Sell
6,660
-100
-1% -$19.8K 0.35% 66
2019
Q3 		$1.45M Sell
6,760
-110
-2% -$23.6K 0.43% 54
2019
Q2 		$1.43M Hold
6,870
– – 0.43% 57
2019
Q1 		$1.3M Sell
6,870
-74
-1% -$13.4K 0.4% 67
2018
Q4 		$1.23M Sell
6,944
-50
-0.7% -$8.87K 0.43% 60
2018
Q3 		$1.17M Sell
6,994
-41
-0.6% -$6.57K 0.35% 68
2018
Q2 		$1.1M Sell
7,035
-807
-10% -$131K 0.35% 58
2018
Q1 		$1.23M Sell
7,842
-184
-2% -$30.3K 0.4% 57
2017
Q4 		$1.38M Sell
8,026
-398
-5% -$66.8K 0.45% 45
2017
Q3 		$1.32M Sell
8,424
-42
-0.5% -$6.58K 0.46% 39
2017
Q2 		$1.3M Sell
8,466
-1,215
-13% -$176K 0.47% 41
2017
Q1 		$1.25M Sell
9,681
-1,761
-15% -$221K 0.46% 45
2016
Q4 		$1.39M Sell
11,442
-873
-7% -$102K 0.49% 48
2016
Q3 		$1.42M Buy
12,315
+892
+8% +$106K 0.58% 45
2016
Q2 		$1.38M Buy
11,423
+2,863
+33% +$359K 0.58% 40
2016
Q1 		$1.08M Buy
8,560
+5,116
+149% +$611K 0.48% 45
2015
Q4 		$407K Sell
3,444
-300
-8% -$33.5K 0.19% 105
2015
Q3 		$369K Sell
3,744
-1,768
-32% -$172K 0.2% 99
2015
Q2 		$537K Hold
5,512
– – 0.27% 77
2015
Q1 		$537K Sell
5,512
-134
-2% -$12.7K 0.27% 77
2014
Q4 		$529K Buy
5,646
+200
+4% +$18.7K 0.28% 78
2014
Q3 		$516K Buy
5,446
+2,047
+60% +$195K 0.31% 72
2014
Q2 		$342K Buy
+3,399
New +$343K 0.21% 97

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Montecito Bank & Trust's MCD Position: Q2 2026 in Review

Montecito Bank & Trust increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,732 shares worth $1.55M. The position accounts for 0.23% of the portfolio, ranked #96.

Montecito Bank & Trust first reported a position in MCD in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.02M in Q4 2023. 710 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Montecito Bank & Trust held 5,732 shares of McDonald's worth $1.55M as of Q2 2026.
  • Montecito Bank & Trust bought 74 McDonald's shares in Q2 2026, an estimated $21.2K.
  • McDonald's made up 0.23% of Montecito Bank & Trust's portfolio in Q2 2026, its #96 holding.
  • Montecito Bank & Trust first reported a position in McDonald's in Q2 2014 and has held it in 48 quarters since.
  • Montecito Bank & Trust's McDonald's position peaked at $2.02M in Q4 2023.
  • 710 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.