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Bleakley Financial Group’s McDonald's MCD Stock Holding History

Bleakley Financial Group’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 		$7.98M Buy
25,661
+829
+3% +$264K 0.12% 138
2025
Q4 		$7.59M Buy
24,832
+2,899
+13% +$888K 0.13% 130
2025
Q3 		$6.67M Sell
21,933
-217
-1% -$66K 0.15% 126
2025
Q2 		$6.47M Buy
22,150
+497
+2% +$153K 0.16% 122
2025
Q1 		$6.76M Buy
21,653
+1,234
+6% +$369K 0.22% 88
2024
Q4 		$5.92M Buy
20,419
+61
+0.3% +$18.2K 0.18% 97
2024
Q3 		$6.2M Sell
20,358
-555
-3% -$153K 0.19% 96
2024
Q2 		$5.33M Sell
20,913
-2,338
-10% -$620K 0.15% 127
2024
Q1 		$6.56M Buy
23,251
+145
+0.6% +$42.2K 0.19% 102
2023
Q4 		$6.85M Buy
23,106
+645
+3% +$176K 0.22% 86
2023
Q3 		$5.92M Sell
22,461
-4,048
-15% -$1.15M 0.21% 92
2023
Q2 		$7.91M Buy
26,509
+2,476
+10% +$719K 0.25% 82
2023
Q1 		$6.72M Sell
24,033
-4,110
-15% -$1.1M 0.22% 86
2022
Q4 		$7.42M Buy
+28,143
New +$7.42M 0.27% 77

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

Bleakley Financial Group's MCD Position: Q1 2026 in Review

Bleakley Financial Group increased its McDonald's (MCD) stake by 3.3% in Q1 2026, buying an estimated $264K and bringing the position to 25,661 shares worth $7.98M. The position accounts for 0.12% of the portfolio, ranked #138.

Bleakley Financial Group first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bleakley Financial Group held 25,661 shares of McDonald's worth $7.98M as of Q1 2026.
  • Bleakley Financial Group bought 829 McDonald's shares in Q1 2026, an estimated $264K.
  • McDonald's made up 0.12% of Bleakley Financial Group's portfolio in Q1 2026, its #138 holding.
  • Bleakley Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.