Security National Bank’s McDonald's MCD Stock Holding History

Security National 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	$436K	Sell	1,612 -94	-6%	-$27K	0.05%	116
2026 Q1	$530K	Buy	1,706 +9	+0.5%	+$2.87K	0.08%	98
2025 Q4	$519K	Sell	1,697 -20	-1%	-$6.13K	0.07%	98
2025 Q3	$522K	Hold	1,717	–	–	0.08%	88
2025 Q2	$502K	Hold	1,717	–	–	0.09%	85
2025 Q1	$536K	Sell	1,717 -65	-4%	-$19.4K	0.1%	84
2024 Q4	$517K	Sell	1,782 -271	-13%	-$80.8K	0.07%	77
2024 Q3	$625K	Hold	2,053	–	–	0.08%	77
2024 Q2	$523K	Hold	2,053	–	–	0.08%	80
2024 Q1	$579K	Buy	2,053 +79	+4%	+$23K	0.09%	72
2023 Q4	$585K	Hold	1,974	–	–	0.13%	72
2023 Q3	$524K	Buy	1,974 +50	+3%	+$14.3K	0.15%	69
2023 Q2	$574K	Buy	1,924 +80	+4%	+$23.2K	0.15%	68
2023 Q1	$516K	Sell	1,844 -50	-3%	-$13.4K	0.14%	69
2022 Q4	$499K	Hold	1,894	–	–	0.13%	70
2022 Q3	$437K	Sell	1,894 -10	-0.5%	-$2.56K	0.12%	71
2022 Q2	$470K	Sell	1,904 -161	-8%	-$39.7K	0.13%	67
2022 Q1	$511K	Buy	2,065 +13	+0.6%	+$3.24K	0.12%	70
2021 Q4	$550K	Sell	2,052 -448	-18%	-$113K	0.12%	65
2021 Q3	$603K	Buy	2,500 +700	+39%	+$167K	0.15%	63
2021 Q2	$416K	Hold	1,800	–	–	0.11%	69
2021 Q1	$403K	Buy	+1,800	New	+$385K	0.12%	67

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Security National Bank's MCD Position: Q2 2026 in Review

Security National Bank reduced its McDonald's (MCD) stake by 5.5% in Q2 2026, selling an estimated $27K and leaving 1,612 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #116.

Security National Bank first reported a position in MCD in Q1 2021 and has held it in 22 quarters since. The position peaked at $625K in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Security National Bank held 1,612 shares of McDonald's worth $436K as of Q2 2026.
Security National Bank sold 94 McDonald's shares in Q2 2026, an estimated $27K.
McDonald's made up 0.05% of Security National Bank's portfolio in Q2 2026, its #116 holding.
Security National Bank first reported a position in McDonald's in Q1 2021 and has held it in 22 quarters since.
Security National Bank's McDonald's position peaked at $625K in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.