BFS
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Bard Financial Services’s McDonald's MCD Stock Holding History

Bard 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
2025
Q3 		$17.2M Sell
56,561
-100
-0.2% -$30.4K 1.89% 7
2025
Q2 		$16.6M Sell
56,661
-175
-0.3% -$54K 1.98% 6
2025
Q1 		$17.8M Sell
56,836
-24
-0% -$7.18K 2.17% 6
2024
Q4 		$16.5M Sell
56,860
-550
-1% -$164K 1.98% 6
2024
Q3 		$17.5M Sell
57,410
-2,500
-4% -$689K 2.06% 6
2024
Q2 		$15.3M Sell
59,910
-325
-0.5% -$86.2K 1.58% 10
2024
Q1 		$17M Sell
60,235
-225
-0.4% -$65.4K 1.8% 7
2023
Q4 		$17.9M Buy
60,460
+1,260
+2% +$343K 2.01% 7
2023
Q3 		$15.6M Buy
59,200
+369
+0.6% +$105K 1.93% 7
2023
Q2 		$17.6M Sell
58,831
-299
-0.5% -$86.9K 1.33% 16
2023
Q1 		$16.5M Sell
59,130
-450
-0.8% -$121K 1.32% 14
2022
Q4 		$15.7M Sell
59,580
-250
-0.4% -$66K 1.33% 17
2022
Q3 		$13.8M Hold
59,830
– – 1.29% 16
2022
Q2 		$14.8M Hold
59,830
– – 1.35% 17
2022
Q1 		$14.8M Buy
59,830
+6
+0% +$1.5K 1.2% 17
2021
Q4 		$16M Buy
59,824
+5
+0% +$1.26K 1.29% 18
2021
Q3 		$14.4M Sell
59,819
-620
-1% -$148K 1.28% 17
2021
Q2 		$14M Buy
60,439
+5
+0% +$1.16K 1.24% 17
2021
Q1 		$13.5M Sell
60,434
-2,820
-4% -$603K 1.31% 16
2020
Q4 		$13.6M Buy
+63,254
New +$13.8M 1.36% 16

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return