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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
Q2 		$509K Buy
1,882
+535
+40% +$153K 0.2% 79
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 $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

Birchcreek Wealth Management's MCD Position: Q2 2026 in Review

Birchcreek Wealth Management increased its McDonald's (MCD) stake by 40% in Q2 2026, buying an estimated $153K and bringing the position to 1,882 shares worth $509K. The position accounts for 0.2% of the portfolio, ranked #79.

Birchcreek Wealth Management first reported a position in MCD in Q4 2020 and has held it in 22 quarters since. 3,463 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Birchcreek Wealth Management held 1,882 shares of McDonald's worth $509K as of Q2 2026.
  • Birchcreek Wealth Management bought 535 McDonald's shares in Q2 2026, an estimated $153K.
  • McDonald's made up 0.2% of Birchcreek Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Birchcreek Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 22 quarters since.
  • 3,463 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.