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

BKM 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	$1.47M	Buy	5,428 +606	+13%	+$174K	0.52%	57
2026 Q1	$1.5M	Sell	4,822 -376	-7%	-$120K	0.55%	56
2025 Q4	$1.59M	Sell	5,198 -1,014	-16%	-$311K	0.58%	51
2025 Q3	$1.89M	Buy	6,212 +4	+0.1%	+$1.22K	0.7%	45
2025 Q2	$1.81M	Sell	6,208 -2,591	-29%	-$799K	0.71%	46
2025 Q1	$2.75M	Buy	8,799 +215	+3%	+$64.3K	1.13%	23
2024 Q4	$2.49M	Sell	8,584 -99	-1%	-$29.5K	1.02%	24
2024 Q3	$2.64M	Sell	8,683 -234	-3%	-$64.5K	1.08%	22
2024 Q2	$2.27M	Buy	8,917 +585	+7%	+$155K	1.09%	22
2024 Q1	$2.35M	Buy	8,332 +422	+5%	+$123K	1.01%	23
2023 Q4	$2.35M	Buy	+7,910	New	+$2.15M	1%	22

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BKM Wealth Management increased its McDonald's (MCD) stake by 13% in Q2 2026, buying an estimated $174K and bringing the position to 5,428 shares worth $1.47M. The position accounts for 0.52% of the portfolio, ranked #57.

BKM Wealth Management first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q1 2025. 3,473 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

BKM Wealth Management held 5,428 shares of McDonald's worth $1.47M as of Q2 2026.
BKM Wealth Management bought 606 McDonald's shares in Q2 2026, an estimated $174K.
McDonald's made up 0.52% of BKM Wealth Management's portfolio in Q2 2026, its #57 holding.
BKM Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's McDonald's position peaked at $2.75M in Q1 2025.
3,473 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.