Moody National Bank Trust Division’s McDonald's MCD Stock Holding History

Moody National Bank Trust Division’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	$2.8M	Sell	10,373 -433	-4%	-$124K	0.23%	76
2026 Q1	$3.36M	Buy	10,806 +143	+1%	+$45.6K	0.32%	45
2025 Q4	$3.26M	Sell	10,663 -1,947	-15%	-$596K	0.31%	54
2025 Q3	$3.83M	Buy	12,610 +37	+0.3%	+$11.3K	0.32%	55
2025 Q2	$3.67M	Sell	12,573 -163	-1%	-$50.3K	0.34%	56
2025 Q1	$3.98M	Buy	12,736 +406	+3%	+$121K	0.41%	48
2024 Q4	$3.57M	Sell	12,330 -414	-3%	-$123K	0.37%	46
2024 Q3	$3.88M	Buy	12,744 +554	+5%	+$153K	0.42%	45
2024 Q2	$3.11M	Buy	12,190 +165	+1%	+$43.8K	0.24%	45
2024 Q1	$3.39M	Buy	12,025 +59	+0.5%	+$17.2K	0.27%	42
2023 Q4	$3.55M	Sell	11,966 -10,758	-47%	-$2.93M	0.28%	40
2023 Q3	$5.99M	Buy	22,724 +1,967	+9%	+$561K	0.39%	32
2023 Q2	$6.19M	Buy	20,757 +90	+0.4%	+$26.1K	0.42%	30
2023 Q1	$5.78M	Buy	20,667 +55	+0.3%	+$14.7K	0.49%	32
2022 Q4	$5.43M	Sell	20,612 -384	-2%	-$101K	0.47%	32
2022 Q3	$4.84M	Buy	20,996 +1,559	+8%	+$398K	0.5%	29
2022 Q2	$4.8M	Sell	19,437 -25	-0.1%	-$6.16K	0.51%	30
2022 Q1	$4.81M	Sell	19,462 -1,883	-9%	-$469K	0.15%	37
2021 Q4	$5.72M	Sell	21,345 -48,892	-70%	-$12.3M	0.17%	32
2021 Q3	$16.9M	Sell	70,237 -63	-0.1%	-$15K	0.25%	42
2021 Q2	$16.2M	Sell	70,300 -30	-0%	-$6.98K	0.33%	45
2021 Q1	$15.8M	Buy	70,330 +13	+0%	+$2.78K	0.37%	42
2020 Q4	$15.1M	Hold	70,317	–	–	0.39%	40
2020 Q3	$15.4M	Buy	70,317 +142	+0.2%	+$29.2K	0.47%	38
2020 Q2	$12.9M	Sell	70,175 -1,745	-2%	-$320K	0.4%	46
2020 Q1	$11.9M	Sell	71,920 -16,103	-18%	-$3.17M	0.42%	35
2019 Q4	$17.4M	Sell	88,023 -93	-0.1%	-$18.4K	0.46%	31
2019 Q3	$18.9M	Buy	88,116 +63	+0.1%	+$13.5K	0.53%	20
2019 Q2	$18.3M	Hold	88,053	–	–	0.52%	23
2019 Q1	$16.7M	Sell	88,053 -587	-0.7%	-$107K	0.46%	28
2018 Q4	$15.7M	Buy	88,640 +497	+0.6%	+$88.1K	0.45%	25
2018 Q3	$14.7M	Buy	88,143 +71,030	+415%	+$11.4M	0.37%	36
2018 Q2	$2.68M	Hold	17,113	–	–	0.13%	13
2018 Q1	$2.68M	Sell	17,113 -175	-1%	-$28.8K	0.14%	15
2017 Q4	$2.98M	Sell	17,288 -45	-0.3%	-$7.56K	0.14%	14
2017 Q3	$2.71M	Sell	17,333 -2,850	-14%	-$447K	0.13%	15
2017 Q2	$3.09M	Hold	20,183	–	–	0.15%	16
2017 Q1	$2.62M	Hold	20,183	–	–	0.13%	20
2016 Q4	$2.46M	Hold	20,183	–	–	0.12%	23
2016 Q3	$2.33M	Hold	20,183	–	–	0.13%	21
2016 Q2	$2.43M	Buy	20,183 +3,020	+18%	+$378K	0.14%	21
2016 Q1	$2.16M	Buy	17,163 +3,170	+23%	+$379K	0.14%	21
2015 Q4	$1.65M	Hold	13,993	–	–	0.12%	35
2015 Q3	$1.38M	Buy	13,993 +15	+0.1%	+$1.46K	0.1%	40
2015 Q2	$1.33M	Hold	13,978	–	–	0.1%	48
2015 Q1	$1.36M	Buy	13,978 +25	+0.2%	+$2.37K	0.11%	46
2014 Q4	$1.31M	Sell	13,953 -4,030	-22%	-$377K	0.09%	55
2014 Q3	$1.71M	Sell	17,983 -97	-0.5%	-$9.25K	0.12%	31
2014 Q2	$1.82M	Buy	18,080 +1,740	+11%	+$176K	0.12%	30
2014 Q1	$1.6M	Buy	16,340 +1,600	+11%	+$153K	0.11%	36
2013 Q4	$1.43M	Sell	14,740 -40	-0.3%	-$3.84K	0.1%	40
2013 Q3	$1.42M	Sell	14,780 -620	-4%	-$60.5K	0.11%	36
2013 Q2	$1.52M	Buy	+15,400	New	+$1.54M	0.12%	34

Other funds holding MCD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Moody National Bank Trust Division's MCD Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its McDonald's (MCD) stake by 4% in Q2 2026, selling an estimated $124K and leaving 10,373 shares worth $2.8M. The position accounts for 0.23% of the portfolio, ranked #76.

Moody National Bank Trust Division first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.9M in Q3 2019. 1,157 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Moody National Bank Trust Division held 10,373 shares of McDonald's worth $2.8M as of Q2 2026.
Moody National Bank Trust Division sold 433 McDonald's shares in Q2 2026, an estimated $124K.
McDonald's made up 0.23% of Moody National Bank Trust Division's portfolio in Q2 2026, its #76 holding.
Moody National Bank Trust Division first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's McDonald's position peaked at $18.9M in Q3 2019.
1,157 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.