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BFSG LLC’s McDonald's MCD Stock Holding History

BFSG LLC’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 		$4.18M Buy
13,446
+53
+0.4% +$16.9K 0.4% 79
2025
Q4 		$4.09M Sell
13,393
-120
-0.9% -$36.8K 0.4% 81
2025
Q3 		$4.11M Buy
13,513
+178
+1% +$54.2K 0.4% 85
2025
Q2 		$3.9M Sell
13,335
-126
-0.9% -$38.8K 0.44% 78
2025
Q1 		$4.2M Sell
13,461
-231
-2% -$69.1K 0.51% 67
2024
Q4 		$3.97M Buy
13,692
+92
+0.7% +$27.4K 0.46% 76
2024
Q3 		$4.14M Buy
13,600
+257
+2% +$70.8K 0.48% 75
2024
Q2 		$3.4M Buy
13,343
+1,031
+8% +$274K 0.43% 81
2024
Q1 		$3.47M Buy
12,312
+973
+9% +$283K 0.46% 79
2023
Q4 		$3.36M Buy
11,339
+120
+1% +$32.7K 0.49% 74
2023
Q3 		$2.96M Buy
11,219
+879
+9% +$251K 0.48% 76
2023
Q2 		$3.09M Buy
10,340
+355
+4% +$103K 0.52% 71
2023
Q1 		$2.79M Buy
9,985
+202
+2% +$54.1K 0.52% 73
2022
Q4 		$2.58M Buy
9,783
+42
+0.4% +$11.1K 0.52% 70
2022
Q3 		$2.25M Sell
9,741
-3,319
-25% -$848K 0.48% 77
2022
Q2 		$3.22M Buy
13,060
+623
+5% +$153K 0.58% 66
2022
Q1 		$3.08M Buy
12,437
+3,253
+35% +$810K 0.49% 65
2021
Q4 		$2.46M Sell
9,184
-33
-0.4% -$8.33K 0.34% 91
2021
Q3 		$2.22M Buy
+9,217
New +$2.2M 0.34% 91
2021
Q2 		– Sell
-8,864
Closed -$1.99M – 171
2021
Q1 		$1.99M Sell
8,864
-95
-1% -$20.3K 0.32% 94
2020
Q4 		$1.92M Buy
8,959
+190
+2% +$41.3K 0.32% 91
2020
Q3 		$1.93M Buy
8,769
+100
+1% +$20.5K 0.36% 78
2020
Q2 		$1.6M Buy
8,669
+255
+3% +$46.8K 0.34% 80
2020
Q1 		$1.39M Buy
8,414
+16
+0.2% +$3.15K 0.36% 82
2019
Q4 		$1.66M Buy
8,398
+3,449
+70% +$684K 0.31% 92
2019
Q3 		$1.06M Buy
+4,949
New +$1.06M 0.24% 97

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

BFSG LLC's MCD Position: Q1 2026 in Review

BFSG LLC increased its McDonald's (MCD) stake by 0.4% in Q1 2026, buying an estimated $16.9K and bringing the position to 13,446 shares worth $4.18M. The position accounts for 0.4% of the portfolio, ranked #79.

BFSG LLC first reported a position in MCD in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.2M in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • BFSG LLC held 13,446 shares of McDonald's worth $4.18M as of Q1 2026.
  • BFSG LLC bought 53 McDonald's shares in Q1 2026, an estimated $16.9K.
  • McDonald's made up 0.4% of BFSG LLC's portfolio in Q1 2026, its #79 holding.
  • BFSG LLC first reported a position in McDonald's in Q3 2019 and has held it in 26 quarters since.
  • BFSG LLC's McDonald's position peaked at $4.2M in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.