Birchbrook’s McDonald's MCD Stock Holding History

Birchbrook’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	$284K	Sell	1,050 -41	-4%	-$11.8K	0.13%	74
2026 Q1	$339K	Sell	1,091 -75	-6%	-$23.9K	0.17%	62
2025 Q4	$356K	Buy	1,166 +91	+8%	+$27.9K	0.18%	60
2025 Q3	$327K	Sell	1,075 -20	-2%	-$6.09K	0.17%	61
2025 Q2	$320K	Hold	1,095	–	–	0.17%	59
2025 Q1	$342K	Hold	1,095	–	–	0.19%	56
2024 Q4	$317K	Hold	1,095	–	–	0.18%	52
2024 Q3	$333K	Sell	1,095 -8	-0.7%	-$2.21K	0.18%	52
2024 Q2	$281K	Sell	1,103 -43	-4%	-$11.4K	0.17%	55
2024 Q1	$323K	Hold	1,146	–	–	0.19%	54
2023 Q4	$340K	Buy	+1,146	New	+$312K	0.22%	53

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

Birchbrook's MCD Position: Q2 2026 in Review

Birchbrook reduced its McDonald's (MCD) stake by 3.8% in Q2 2026, selling an estimated $11.8K and leaving 1,050 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #74.

Birchbrook first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $356K in Q4 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Birchbrook held 1,050 shares of McDonald's worth $284K as of Q2 2026.
Birchbrook sold 41 McDonald's shares in Q2 2026, an estimated $11.8K.
McDonald's made up 0.13% of Birchbrook's portfolio in Q2 2026, its #74 holding.
Birchbrook first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Birchbrook's McDonald's position peaked at $356K in Q4 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.