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Berger Financial Group’s McDonald's MCD Stock Holding History

Berger Financial Group’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
Q1 		$931K Sell
2,995
-1
-0% -$319 0.05% 215
2025
Q4 		$916K Sell
2,996
-109
-4% -$33.4K 0.05% 219
2025
Q3 		$944K Buy
3,105
+486
+19% +$148K 0.06% 215
2025
Q2 		$765K Buy
2,619
+178
+7% +$54.9K 0.05% 218
2025
Q1 		$762K Buy
2,441
+90
+4% +$26.9K 0.05% 211
2024
Q4 		$682K Buy
2,351
+149
+7% +$44.4K 0.05% 215
2024
Q3 		$671K Sell
2,202
-135
-6% -$37.2K 0.05% 193
2024
Q2 		$596K Sell
2,337
-102
-4% -$27.1K 0.05% 192
2024
Q1 		$688K Buy
2,439
+417
+21% +$121K 0.06% 175
2023
Q4 		$600K Sell
2,022
-1
-0% -$272 0.06% 151
2023
Q3 		$533K Sell
2,023
-94
-4% -$26.8K 0.06% 155
2023
Q2 		$632K Buy
2,117
+98
+5% +$28.5K 0.07% 141
2023
Q1 		$565K Sell
2,019
-3
-0.1% -$804 0.07% 146
2022
Q4 		$533K Buy
2,022
+18
+0.9% +$4.75K 0.07% 145
2022
Q3 		$462K Sell
2,004
-104
-5% -$26.6K 0.07% 146
2022
Q2 		$520K Sell
2,108
-77
-4% -$19K 0.08% 132
2022
Q1 		$540K Buy
2,185
+255
+13% +$63.5K 0.07% 140
2021
Q4 		$517K Buy
1,930
+1,047
+119% +$264K 0.07% 149
2021
Q3 		$213K Buy
+883
New +$211K 0.04% 198

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Berger Financial Group's MCD Position: Q1 2026 in Review

Berger Financial Group reduced its McDonald's (MCD) stake by 0.03% in Q1 2026, selling an estimated $319 and leaving 2,995 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #215.

Berger Financial Group first reported a position in MCD in Q3 2021 and has held it in 19 quarters since. The position peaked at $944K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Berger Financial Group held 2,995 shares of McDonald's worth $931K as of Q1 2026.
  • Berger Financial Group sold 1 McDonald's share in Q1 2026, an estimated $319.
  • McDonald's made up 0.05% of Berger Financial Group's portfolio in Q1 2026, its #215 holding.
  • Berger Financial Group first reported a position in McDonald's in Q3 2021 and has held it in 19 quarters since.
  • Berger Financial Group's McDonald's position peaked at $944K in Q3 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.