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BIP Wealth’s McDonald's MCD Stock Holding History

BIP Wealth’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 		$862K Buy
3,190
+883
+38% +$253K 0.02% 282
2026
Q1 		$717K Sell
2,307
-578
-20% -$184K 0.03% 239
2025
Q4 		$882K Buy
2,885
+953
+49% +$292K 0.03% 227
2025
Q3 		$587K Buy
1,932
+385
+25% +$117K 0.03% 171
2025
Q2 		$452K Sell
1,547
-251
-14% -$77.4K 0.03% 162
2025
Q1 		$562K Sell
1,798
-20
-1% -$5.98K 0.04% 138
2024
Q4 		$527K Buy
1,818
+652
+56% +$194K 0.04% 146
2024
Q3 		$355K Buy
1,166
+115
+11% +$31.7K 0.02% 168
2024
Q2 		$268K Sell
1,051
-280
-21% -$74.3K 0.02% 160
2024
Q1 		$375K Sell
1,331
-9
-0.7% -$2.62K 0.03% 144
2023
Q4 		$397K Buy
1,340
+266
+25% +$72.4K 0.03% 130
2023
Q3 		$283K Buy
1,074
+45
+4% +$12.8K 0.03% 144
2023
Q2 		$307K Sell
1,029
-265
-20% -$77K 0.03% 139
2023
Q1 		$362K Buy
+1,294
New +$347K 0.04% 130

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

BIP Wealth's MCD Position: Q2 2026 in Review

BIP Wealth increased its McDonald's (MCD) stake by 38% in Q2 2026, buying an estimated $253K and bringing the position to 3,190 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #282.

BIP Wealth first reported a position in MCD in Q1 2023 and has held it in 14 quarters since. The position peaked at $882K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BIP Wealth held 3,190 shares of McDonald's worth $862K as of Q2 2026.
  • BIP Wealth bought 883 McDonald's shares in Q2 2026, an estimated $253K.
  • McDonald's made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #282 holding.
  • BIP Wealth first reported a position in McDonald's in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's McDonald's position peaked at $882K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.