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Birchcreek Wealth Management’s McDonald's MCD Stock Holding History

Birchcreek Wealth Management’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
Q1 		$419K Buy
1,347
+150
+13% +$47.8K 0.2% 74
2025
Q4 		$366K Hold
1,197
– – 0.18% 80
2025
Q3 		$364K Hold
1,197
– – 0.19% 86
2025
Q2 		$350K Hold
1,197
– – 0.2% 83
2025
Q1 		$374K Hold
1,197
– – 0.24% 80
2024
Q4 		$347K Buy
1,197
+186
+18% +$55.5K 0.22% 88
2024
Q3 		$308K Sell
1,011
-101
-9% -$27.8K 0.2% 87
2024
Q2 		$283K Hold
1,112
– – 0.16% 115
2024
Q1 		$313K Buy
1,112
+1
+0.1% +$291 0.16% 113
2023
Q4 		$329K Sell
1,111
-29
-3% -$7.89K 0.2% 105
2023
Q3 		$300K Sell
1,140
-109
-9% -$31.1K 0.2% 106
2023
Q2 		$373K Sell
1,249
-195
-14% -$56.7K 0.26% 93
2023
Q1 		$404K Buy
1,444
+271
+23% +$72.6K 0.32% 80
2022
Q4 		$309K Hold
1,173
– – 0.27% 92
2022
Q3 		$271K Sell
1,173
-100
-8% -$25.6K 0.25% 91
2022
Q2 		$314K Buy
1,273
+227
+22% +$55.9K 0.28% 82
2022
Q1 		$259K Hold
1,046
– – 0.23% 98
2021
Q4 		$280K Buy
1,046
+94
+10% +$23.7K 0.24% 92
2021
Q3 		$230K Buy
952
+7
+0.7% +$1.67K 0.21% 105
2021
Q2 		$218K Buy
+945
New +$220K 0.21% 107
2021
Q1 		– Sell
-683
Closed -$146K – 213
2020
Q4 		$146K Buy
+683
New +$149K 0.14% 120

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Birchcreek Wealth Management's MCD Position: Q1 2026 in Review

Birchcreek Wealth Management increased its McDonald's (MCD) stake by 13% in Q1 2026, buying an estimated $47.8K and bringing the position to 1,347 shares worth $419K. The position accounts for 0.2% of the portfolio, ranked #74.

Birchcreek Wealth Management first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Birchcreek Wealth Management held 1,347 shares of McDonald's worth $419K as of Q1 2026.
  • Birchcreek Wealth Management bought 150 McDonald's shares in Q1 2026, an estimated $47.8K.
  • McDonald's made up 0.2% of Birchcreek Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Birchcreek Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.