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BCGM Wealth Management’s McDonald's MCD Stock Holding History

BCGM Wealth Management’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 		$308K Buy
1,139
+23
+2% +$6.59K 0.07% 149
2026
Q1 		$347K Buy
1,116
+7
+0.6% +$2.23K 0.09% 133
2025
Q4 		$339K Sell
1,109
-805
-42% -$247K 0.09% 135
2025
Q3 		$582K Buy
1,914
+50
+3% +$15.2K 0.15% 104
2025
Q2 		$545K Buy
1,864
+9
+0.5% +$2.77K 0.15% 100
2025
Q1 		$579K Buy
1,855
+10
+0.5% +$2.99K 0.18% 94
2024
Q4 		$535K Buy
1,845
+27
+1% +$8.05K 0.17% 93
2024
Q3 		$554K Buy
1,818
+112
+7% +$30.9K 0.18% 92
2024
Q2 		$435K Buy
1,706
+111
+7% +$29.4K 0.15% 101
2024
Q1 		$450K Buy
1,595
+15
+0.9% +$4.36K 0.16% 94
2023
Q4 		$468K Buy
1,580
+9
+0.6% +$2.45K 0.19% 82
2023
Q3 		$414K Hold
1,571
– – 0.19% 80
2023
Q2 		$469K Buy
+1,571
New +$456K 0.21% 73
2023
Q1 		– Sell
-1,554
Closed -$409K – 107
2022
Q4 		$409K Buy
1,554
+5
+0.3% +$1.32K 0.2% 71
2022
Q3 		$419K Buy
1,549
+4
+0.3% +$1.02K 0.21% 68
2022
Q2 		$407K Buy
1,545
+4
+0.3% +$985 0.21% 70
2022
Q1 		$384K Buy
1,541
+5
+0.3% +$1.25K 0.21% 74
2021
Q4 		$412K Buy
1,536
+4
+0.3% +$1.01K 0.22% 73
2021
Q3 		$376K Hold
1,532
– – 0.21% 72
2021
Q2 		$372K Hold
1,532
– – 0.22% 71
2021
Q1 		$357K Sell
1,532
-46
-3% -$9.84K 0.24% 67
2020
Q4 		$338K Buy
+1,578
New +$343K 0.24% 68

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCGM Wealth Management's MCD Position: Q2 2026 in Review

BCGM Wealth Management increased its McDonald's (MCD) stake by 2.1% in Q2 2026, buying an estimated $6.59K and bringing the position to 1,139 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #149.

BCGM Wealth Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $582K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BCGM Wealth Management held 1,139 shares of McDonald's worth $308K as of Q2 2026.
  • BCGM Wealth Management bought 23 McDonald's shares in Q2 2026, an estimated $6.59K.
  • McDonald's made up 0.07% of BCGM Wealth Management's portfolio in Q2 2026, its #149 holding.
  • BCGM Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • BCGM Wealth Management's McDonald's position peaked at $582K in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.