BL
MCD icon

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
Q2 		$3.9M Buy
14,441
+995
+7% +$285K 0.35% 89
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 $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

BFSG LLC's MCD Position: Q2 2026 in Review

BFSG LLC increased its McDonald's (MCD) stake by 7.4% in Q2 2026, buying an estimated $285K and bringing the position to 14,441 shares worth $3.9M. The position accounts for 0.35% of the portfolio, ranked #89.

BFSG LLC first reported a position in MCD in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.2M in Q1 2025. 3,461 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BFSG LLC held 14,441 shares of McDonald's worth $3.9M as of Q2 2026.
  • BFSG LLC bought 995 McDonald's shares in Q2 2026, an estimated $285K.
  • McDonald's made up 0.35% of BFSG LLC's portfolio in Q2 2026, its #89 holding.
  • BFSG LLC first reported a position in McDonald's in Q3 2019 and has held it in 27 quarters since.
  • BFSG LLC's McDonald's position peaked at $4.2M in Q1 2025.
  • 3,461 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.