Union Savings Bank’s McDonald's MCD Stock Holding History

Union Savings 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	$845K	Sell	3,126 -781	-20%	-$224K	0.34%	59
2026 Q1	$1.21M	Sell	3,907 -347	-8%	-$111K	0.53%	31
2025 Q4	$1.3M	Buy	+4,254	New	+$1.3M	0.56%	32
2025 Q2	$1.28M	Sell	4,258 -83	-2%	-$25.6K	0.59%	32
2025 Q1	$1.36M	Sell	4,341 -194	-4%	-$58K	0.66%	27
2024 Q4	$1.31M	Sell	4,535 -66	-1%	-$19.7K	0.65%	31
2024 Q3	$1.4M	Sell	4,601 -134	-3%	-$36.9K	0.69%	30
2024 Q2	$1.21M	Sell	4,735 -436	-8%	-$116K	0.63%	29
2024 Q1	$1.46M	Buy	5,171 +64	+1%	+$18.6K	0.76%	26
2023 Q4	$1.51M	Sell	5,107 -100	-2%	-$27.2K	0.86%	24
2023 Q3	$1.37M	Buy	5,207 +297	+6%	+$84.7K	0.86%	26
2023 Q2	$1.44M	Buy	+4,910	New	+$1.43M	0.86%	24

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Union Savings Bank's MCD Position: Q2 2026 in Review

Union Savings Bank reduced its McDonald's (MCD) stake by 20% in Q2 2026, selling an estimated $224K and leaving 3,126 shares worth $845K. The position accounts for 0.34% of the portfolio, ranked #59.

Union Savings Bank first reported a position in MCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2023. 1,776 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Union Savings Bank held 3,126 shares of McDonald's worth $845K as of Q2 2026.
Union Savings Bank sold 781 McDonald's shares in Q2 2026, an estimated $224K.
McDonald's made up 0.34% of Union Savings Bank's portfolio in Q2 2026, its #59 holding.
Union Savings Bank first reported a position in McDonald's in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's McDonald's position peaked at $1.51M in Q4 2023.
1,776 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.