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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
Q2 		$812K Buy
3,006
+11
+0.4% +$3.15K 0.04% 236
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 $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

Berger Financial Group's MCD Position: Q2 2026 in Review

Berger Financial Group increased its McDonald's (MCD) stake by 0.37% in Q2 2026, buying an estimated $3.15K and bringing the position to 3,006 shares worth $812K. The position accounts for 0.04% of the portfolio, ranked #236.

Berger Financial Group first reported a position in MCD in Q3 2021 and has held it in 20 quarters since. The position peaked at $944K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Berger Financial Group held 3,006 shares of McDonald's worth $812K as of Q2 2026.
  • Berger Financial Group bought 11 McDonald's shares in Q2 2026, an estimated $3.15K.
  • McDonald's made up 0.04% of Berger Financial Group's portfolio in Q2 2026, its #236 holding.
  • Berger Financial Group first reported a position in McDonald's in Q3 2021 and has held it in 20 quarters since.
  • Berger Financial Group's McDonald's position peaked at $944K in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.