Bard Associates’s McDonald's MCD Stock Holding History

Bard Associates’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	$6.76K	Buy	25 +12	+92%	+$3.44K	﹤0.01%	244
2026 Q1	$4.04K	Buy	+13	New	+$4.14K	﹤0.01%	238

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

Bard Associates's MCD Position: Q2 2026 in Review

Bard Associates increased its McDonald's (MCD) stake by 92% in Q2 2026, buying an estimated $3.44K and bringing the position to 25 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Bard Associates first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. 3,441 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bard Associates held 25 shares of McDonald's worth $6.76K as of Q2 2026.
Bard Associates bought 12 McDonald's shares in Q2 2026, an estimated $3.44K.
McDonald's made up ﹤0.01% of Bard Associates's portfolio in Q2 2026, its #244 holding.
Bard Associates first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
3,441 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.