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Birchwood Financial Partners’s McDonald's MCD Stock Holding History

Birchwood Financial Partners’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 		$84.7K Buy
314
+1
+0.3% +$287 0.07% 134
2026
Q1 		$97.4K Hold
313
– – 0.09% 111
2025
Q4 		$95.7K Buy
+313
New +$95.9K 0.1% 111

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

Birchwood Financial Partners's MCD Position: Q2 2026 in Review

Birchwood Financial Partners increased its McDonald's (MCD) stake by 0.32% in Q2 2026, buying an estimated $287 and bringing the position to 314 shares worth $84.7K. The position accounts for 0.07% of the portfolio, ranked #134.

Birchwood Financial Partners first reported a position in MCD in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.4K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Birchwood Financial Partners held 314 shares of McDonald's worth $84.7K as of Q2 2026.
  • Birchwood Financial Partners bought 1 McDonald's share in Q2 2026, an estimated $287.
  • McDonald's made up 0.07% of Birchwood Financial Partners's portfolio in Q2 2026, its #134 holding.
  • Birchwood Financial Partners first reported a position in McDonald's in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's McDonald's position peaked at $97.4K in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.