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Berkshire Bank’s McDonald's MCD Stock Holding History

Berkshire Bank’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 		$1.02M Sell
3,776
-172
-4% -$49.3K 0.2% 76
2026
Q1 		$1.23M Buy
3,948
+1,290
+49% +$411K 0.25% 70
2025
Q4 		$812K Sell
2,658
-45
-2% -$13.8K 0.16% 80
2025
Q3 		$821K Buy
2,703
+17
+0.6% +$5.17K 0.18% 77
2025
Q2 		$785K Buy
2,686
+85
+3% +$26.2K 0.18% 79
2025
Q1 		$812K Sell
2,601
-82
-3% -$24.5K 0.2% 77
2024
Q4 		$778K Sell
2,683
-92
-3% -$27.4K 0.18% 79
2024
Q3 		$845K Sell
2,775
-6,558
-70% -$1.81M 0.2% 77
2024
Q2 		$2.38M Sell
9,333
-243
-3% -$64.5K 0.6% 40
2024
Q1 		$2.7M Sell
9,576
-1,169
-11% -$340K 0.67% 40
2023
Q4 		$3.19M Buy
10,745
+483
+5% +$131K 0.84% 31
2023
Q3 		$2.7M Sell
10,262
-91
-0.9% -$26K 0.78% 34
2023
Q2 		$3.09M Sell
10,353
-74
-0.7% -$21.5K 0.85% 31
2023
Q1 		$2.92M Sell
10,427
-55
-0.5% -$14.7K 0.87% 31
2022
Q4 		$2.76M Sell
10,482
-466
-4% -$123K 0.84% 33
2022
Q3 		$2.53M Buy
10,948
+163
+2% +$41.7K 0.77% 37
2022
Q2 		$2.66M Buy
10,785
+160
+2% +$39.4K 0.78% 39
2022
Q1 		$2.63M Buy
10,625
+793
+8% +$198K 0.62% 41
2021
Q4 		$2.64M Buy
9,832
+219
+2% +$55.3K 0.58% 42
2021
Q3 		$2.32M Buy
9,613
+518
+6% +$124K 0.57% 41
2021
Q2 		$2.1M Buy
9,095
+3,479
+62% +$810K 0.51% 47
2021
Q1 		$1.26M Buy
5,616
+352
+7% +$75.3K 0.32% 59
2020
Q4 		$1.13M Sell
5,264
-28
-0.5% -$6.09K 0.28% 63
2020
Q3 		$1.16M Buy
+5,292
New +$1.09M 0.31% 64

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Berkshire Bank's MCD Position: Q2 2026 in Review

Berkshire Bank reduced its McDonald's (MCD) stake by 4.4% in Q2 2026, selling an estimated $49.3K and leaving 3,776 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #76.

Berkshire Bank first reported a position in MCD in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.19M in Q4 2023. 1,755 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Berkshire Bank held 3,776 shares of McDonald's worth $1.02M as of Q2 2026.
  • Berkshire Bank sold 172 McDonald's shares in Q2 2026, an estimated $49.3K.
  • McDonald's made up 0.2% of Berkshire Bank's portfolio in Q2 2026, its #76 holding.
  • Berkshire Bank first reported a position in McDonald's in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's McDonald's position peaked at $3.19M in Q4 2023.
  • 1,755 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.