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

BCS 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 		$795K Buy
2,942
+49
+2% +$14.1K 0.14% 132
2026
Q1 		$899K Sell
2,893
-2,899
-50% -$924K 0.18% 106
2025
Q4 		$1.77M Buy
5,792
+4,020
+227% +$1.23M 0.18% 104
2025
Q3 		$538K Sell
1,772
-294
-14% -$89.5K 0.12% 146
2025
Q2 		$604K Buy
2,066
+113
+6% +$34.8K 0.13% 144
2025
Q1 		$610K Sell
1,953
-271
-12% -$81.1K 0.16% 124
2024
Q4 		$645K Buy
+2,224
New +$663K 0.16% 119
2024
Q2 		– Sell
-1,855
Closed -$523K – 193
2024
Q1 		$523K Buy
1,855
+3
+0.2% +$872 0.17% 127
2023
Q4 		$549K Hold
1,852
– – 0.2% 110
2023
Q3 		$488K Buy
+1,852
New +$528K 0.2% 109
2023
Q2 		– Sell
-752
Closed -$210K – 143
2023
Q1 		$210K Sell
752
-1,154
-61% -$309K 0.09% 151
2022
Q4 		$502K Hold
1,906
– – 0.21% 107
2022
Q3 		$440K Buy
1,906
+3
+0.2% +$767 0.21% 108
2022
Q2 		$470K Buy
1,903
+204
+12% +$50.2K 0.21% 101
2022
Q1 		$420K Buy
1,699
+5
+0.3% +$1.25K 0.17% 115
2021
Q4 		$454K Hold
1,694
– – 0.16% 114
2021
Q3 		$408K Buy
1,694
+14
+0.8% +$3.34K 0.17% 106
2021
Q2 		$388K Sell
1,680
-85
-5% -$19.8K 0.21% 95
2021
Q1 		$396K Buy
1,765
+29
+2% +$6.2K 0.19% 96
2020
Q4 		$372K Hold
1,736
– – 0.19% 94
2020
Q3 		$381K Sell
1,736
-143
-8% -$29.4K 0.22% 85
2020
Q2 		$347K Buy
1,879
+600
+47% +$110K 0.21% 91
2020
Q1 		$211K Buy
+1,279
New +$252K 0.15% 99

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

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

BCS Wealth Management increased its McDonald's (MCD) stake by 1.7% in Q2 2026, buying an estimated $14.1K and bringing the position to 2,942 shares worth $795K. The position accounts for 0.14% of the portfolio, ranked #132.

BCS Wealth Management first reported a position in MCD in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BCS Wealth Management held 2,942 shares of McDonald's worth $795K as of Q2 2026.
  • BCS Wealth Management bought 49 McDonald's shares in Q2 2026, an estimated $14.1K.
  • McDonald's made up 0.14% of BCS Wealth Management's portfolio in Q2 2026, its #132 holding.
  • BCS Wealth Management first reported a position in McDonald's in Q1 2020 and has held it in 23 quarters since.
  • BCS Wealth Management's McDonald's position peaked at $1.77M in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.