BWM
MCD icon

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

Bernicke 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 		$413K Buy
1,526
+3
+0.2% +$860 0.05% 81
2026
Q1 		$473K Buy
1,523
+2
+0.1% +$637 0.06% 75
2025
Q4 		$465K Buy
+1,521
New +$466K 0.06% 76

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bernicke Wealth Management increased its McDonald's (MCD) stake by 0.2% in Q2 2026, buying an estimated $860 and bringing the position to 1,526 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #81.

Bernicke Wealth Management first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q1 2026. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bernicke Wealth Management held 1,526 shares of McDonald's worth $413K as of Q2 2026.
  • Bernicke Wealth Management bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.05% of Bernicke Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Bernicke Wealth Management first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's McDonald's position peaked at $473K in Q1 2026.
  • 3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.