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Birch Financial Group’s McDonald's MCD Stock Holding History

Birch Financial Group’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 		$433K Buy
1,604
+85
+6% +$24.4K 0.22% 80
2026
Q1 		$472K Buy
1,519
+12
+0.8% +$3.82K 0.28% 71
2025
Q4 		$460K Buy
1,507
+3
+0.2% +$919 0.26% 75
2025
Q3 		$457K Buy
1,504
+131
+10% +$39.9K 0.27% 71
2025
Q2 		$401K Buy
1,373
+85
+7% +$26.2K 0.32% 68
2025
Q1 		$402K Buy
1,288
+14
+1% +$4.19K 0.36% 62
2024
Q4 		$369K Buy
+1,274
New +$380K 0.42% 54

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Birch Financial Group's MCD Position: Q2 2026 in Review

Birch Financial Group increased its McDonald's (MCD) stake by 5.6% in Q2 2026, buying an estimated $24.4K and bringing the position to 1,604 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #80.

Birch Financial Group first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q1 2026. 2,290 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Birch Financial Group held 1,604 shares of McDonald's worth $433K as of Q2 2026.
  • Birch Financial Group bought 85 McDonald's shares in Q2 2026, an estimated $24.4K.
  • McDonald's made up 0.22% of Birch Financial Group's portfolio in Q2 2026, its #80 holding.
  • Birch Financial Group first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's McDonald's position peaked at $472K in Q1 2026.
  • 2,290 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.