Birch Hill Investment Advisors’s McDonald's MCD Stock Holding History

Birch Hill Investment Advisors’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	$1.52M	Sell	5,616 -30	-0.5%	-$8.6K	0.06%	98
2026 Q1	$1.75M	Hold	5,646	–	–	0.08%	93
2025 Q4	$1.73M	Buy	5,646 +30	+0.5%	+$9.19K	0.07%	94
2025 Q3	$1.71M	Hold	5,616	–	–	0.07%	91
2025 Q2	$1.64M	Sell	5,616 -33	-0.6%	-$10.2K	0.07%	90
2025 Q1	$1.76M	Sell	5,649 -166	-3%	-$49.7K	0.08%	89
2024 Q4	$1.69M	Sell	5,815 -35	-0.6%	-$10.4K	0.08%	92
2024 Q3	$1.78M	Sell	5,850 -5	-0.1%	-$1.38K	0.08%	89
2024 Q2	$1.49M	Sell	5,855 -62	-1%	-$16.4K	0.07%	91
2024 Q1	$1.67M	Sell	5,917 -368	-6%	-$107K	0.08%	88
2023 Q4	$1.86M	Buy	6,285 +200	+3%	+$54.4K	0.1%	81
2023 Q3	$1.6M	Buy	6,085 +75	+1%	+$21.4K	0.1%	82
2023 Q2	$1.79M	Sell	6,010 -125	-2%	-$36.3K	0.1%	79
2023 Q1	$1.72M	Sell	6,135 -50	-0.8%	-$13.4K	0.11%	81
2022 Q4	$1.63M	Sell	6,185 -75	-1%	-$19.8K	0.1%	82
2022 Q3	$1.44M	Hold	6,260	–	–	0.1%	80
2022 Q2	$1.54M	Hold	6,260	–	–	0.1%	83
2022 Q1	$1.55M	Sell	6,260 -68	-1%	-$16.9K	0.08%	88
2021 Q4	$1.7M	Buy	6,328 +885	+16%	+$223K	0.08%	85
2021 Q3	$1.31M	Buy	5,443 +678	+14%	+$162K	0.07%	88
2021 Q2	$1.1M	Hold	4,765	–	–	0.06%	93
2021 Q1	$1.07M	Sell	4,765 -25	-0.5%	-$5.35K	0.06%	92
2020 Q4	$1.03M	Buy	4,790 +25	+0.5%	+$5.44K	0.06%	91
2020 Q3	$1.05M	Hold	4,765	–	–	0.07%	85
2020 Q2	$879K	Sell	4,765 -586	-11%	-$107K	0.06%	87
2020 Q1	$885K	Buy	5,351 +86	+2%	+$16.9K	0.08%	83
2019 Q4	$1.04M	Hold	5,265	–	–	0.07%	87
2019 Q3	$1.13M	Buy	5,265 +500	+10%	+$107K	0.08%	85
2019 Q2	$989K	Hold	4,765	–	–	0.07%	89
2019 Q1	$905K	Hold	4,765	–	–	0.07%	86
2018 Q4	$846K	Hold	4,765	–	–	0.07%	85
2018 Q3	$797K	Buy	4,765 +150	+3%	+$24K	0.06%	98
2018 Q2	$723K	Sell	4,615 -100	-2%	-$16.2K	0.06%	95
2018 Q1	$737K	Buy	4,715 +1,000	+27%	+$165K	0.06%	89
2017 Q4	$639K	Hold	3,715	–	–	0.05%	94
2017 Q3	$582K	Hold	3,715	–	–	0.05%	94
2017 Q2	$569K	Hold	3,715	–	–	0.05%	93
2017 Q1	$482K	Sell	3,715 -350	-9%	-$43.9K	0.04%	98
2016 Q4	$495K	Sell	4,065 -100	-2%	-$11.7K	0.05%	96
2016 Q3	$480K	Hold	4,165	–	–	0.04%	98
2016 Q2	$501K	Hold	4,165	–	–	0.05%	94
2016 Q1	$523K	Hold	4,165	–	–	0.06%	94
2015 Q4	$492K	Hold	4,165	–	–	0.05%	97
2015 Q3	$410K	Sell	4,165 -500	-11%	-$48.7K	0.04%	104
2015 Q2	$444K	Sell	4,665 -310	-6%	-$30K	0.05%	107
2015 Q1	$485K	Sell	4,975 -800	-14%	-$75.9K	0.05%	104
2014 Q4	$541K	Buy	5,775 +110	+2%	+$10.3K	0.05%	101
2014 Q3	$537K	Sell	5,665 -125	-2%	-$11.9K	0.06%	99
2014 Q2	$583K	Sell	5,790 -610	-10%	-$61.6K	0.06%	95
2014 Q1	$627K	Sell	6,400 -900	-12%	-$86.1K	0.07%	92
2013 Q4	$709K	Sell	7,300 -1,400	-16%	-$135K	0.08%	95
2013 Q3	$837K	Buy	8,700 +261	+3%	+$25.5K	0.1%	87
2013 Q2	$835K	Buy	+8,439	New	+$845K	0.1%	86

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Birch Hill Investment Advisors's MCD Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its McDonald's (MCD) stake by 0.53% in Q2 2026, selling an estimated $8.6K and leaving 5,616 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #98.

Birch Hill Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.86M in Q4 2023. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Birch Hill Investment Advisors held 5,616 shares of McDonald's worth $1.52M as of Q2 2026.
Birch Hill Investment Advisors sold 30 McDonald's shares in Q2 2026, an estimated $8.6K.
McDonald's made up 0.06% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #98 holding.
Birch Hill Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's McDonald's position peaked at $1.86M in Q4 2023.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.