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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bard Financial Services's MCD Position: Q3 2025 in Review

Bard Financial Services reduced its McDonald's (MCD) stake by 0.18% in Q3 2025, selling an estimated $30.4K and leaving 56,561 shares worth $17.2M. The position accounts for 1.89% of the portfolio, ranked #7.

Bard Financial Services first reported a position in MCD in Q4 2020 and has held it in 20 quarters since. The position peaked at $17.9M in Q4 2023. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Bard Financial Services held 56,561 shares of McDonald's worth $17.2M as of Q3 2025.
  • Bard Financial Services sold 100 McDonald's shares in Q3 2025, an estimated $30.4K.
  • McDonald's made up 1.89% of Bard Financial Services's portfolio in Q3 2025, its #7 holding.
  • Bard Financial Services first reported a position in McDonald's in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's McDonald's position peaked at $17.9M in Q4 2023.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.