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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
Q2 		– Sell
-20
Closed -$6.22K – 348
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 $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

Bernard Wealth Management's MCD Position: Q2 2026 in Review

Bernard Wealth Management sold out of McDonald's (MCD) in Q2 2026, closing a stake of 20 shares — an estimated $6.22K sold.

Bernard Wealth Management first reported a position in MCD in Q4 2024 and held it in 6 quarters. The position peaked at $14.1K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bernard Wealth Management reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 20 McDonald's shares in Q2 2026, an estimated $6.22K.
  • Bernard Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's McDonald's position peaked at $14.1K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.