Berman McAleer’s McDonald's MCD Stock Holding History

Berman McAleer’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	$211K	Sell	781 -72	-8%	-$20.6K	0.02%	165
2026 Q1	$265K	Sell	853 -39	-4%	-$12.4K	0.04%	132
2025 Q4	$273K	Sell	892 -107	-11%	-$32.8K	0.04%	132
2025 Q3	$304K	Buy	+999	New	+$304K	0.04%	126

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berman McAleer's MCD Position: Q2 2026 in Review

Berman McAleer reduced its McDonald's (MCD) stake by 8.4% in Q2 2026, selling an estimated $20.6K and leaving 781 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #165.

Berman McAleer first reported a position in MCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 3,443 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Berman McAleer held 781 shares of McDonald's worth $211K as of Q2 2026.
Berman McAleer sold 72 McDonald's shares in Q2 2026, an estimated $20.6K.
McDonald's made up 0.02% of Berman McAleer's portfolio in Q2 2026, its #165 holding.
Berman McAleer first reported a position in McDonald's in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's McDonald's position peaked at $304K in Q3 2025.
3,443 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.