Security Financial Services’s McDonald's MCD Stock Holding History

Security Financial Services’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	$438K	Buy	1,620 +20	+1%	+$5.74K	0.06%	146
2026 Q1	$497K	Sell	1,600 -17	-1%	-$5.42K	0.08%	131
2025 Q4	$494K	Sell	1,617 -3,608	-69%	-$1.11M	0.08%	127
2025 Q3	$1.59M	Buy	5,225 +94	+2%	+$28.6K	0.26%	66
2025 Q2	$1.5M	Buy	5,131 +88	+2%	+$27.1K	0.26%	62
2025 Q1	$1.58M	Buy	5,043 +33	+0.7%	+$9.87K	0.31%	54
2024 Q4	$1.45M	Buy	5,010 +87	+2%	+$25.9K	0.3%	59
2024 Q3	$1.5M	Buy	4,923 +164	+3%	+$45.2K	0.31%	52
2024 Q2	$1.21M	Sell	4,759 -79	-2%	-$21K	0.26%	61
2024 Q1	$1.36M	Buy	4,838 +8	+0.2%	+$2.33K	0.31%	54
2023 Q4	$1.43M	Buy	4,830 +82	+2%	+$22.3K	0.35%	52
2023 Q3	$1.25M	Sell	4,748 -61	-1%	-$17.4K	0.35%	51
2023 Q2	$1.44M	Buy	4,809 +100	+2%	+$29.1K	0.41%	47
2023 Q1	$1.32M	Hold	4,709	–	–	0.4%	47
2022 Q4	$1.24M	Sell	4,709 -3	-0.1%	-$791	0.38%	55
2022 Q3	$1.09M	Hold	4,712	–	–	0.37%	58
2022 Q2	$1.16M	Sell	4,712 -24	-0.5%	-$5.91K	0.37%	56
2022 Q1	$1.17M	Buy	4,736 +24	+0.5%	+$5.98K	0.37%	49
2021 Q4	$1.26M	Buy	+4,712	New	+$1.19M	0.42%	48

Other funds holding MCD

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

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return