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

Bernard 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
Q1 		$6.22K Hold
20
– – ﹤0.01% 246
2025
Q4 		$6.11K Hold
20
– – ﹤0.01% 237
2025
Q3 		$6.08K Hold
20
– – ﹤0.01% 232
2025
Q2 		$5.84K Sell
20
-25
-56% -$7.71K ﹤0.01% 230
2025
Q1 		$14.1K Buy
45
+25
+125% +$7.48K 0.01% 205
2024
Q4 		$5.8K Buy
+20
New +$5.96K ﹤0.01% 231

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

Bernard Wealth Management's MCD Position: Q1 2026 in Review

Bernard Wealth Management held its McDonald's (MCD) position steady in Q1 2026 at 20 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Bernard Wealth Management first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bernard Wealth Management held 20 shares of McDonald's worth $6.22K as of Q1 2026.
  • Bernard Wealth Management left its McDonald's share count unchanged in Q1 2026.
  • McDonald's made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Bernard Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's McDonald's position peaked at $14.1K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.