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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
Q2 		$6.99M Buy
25,856
+195
+0.8% +$55.9K 0.09% 177
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 $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

Bleakley Financial Group's MCD Position: Q2 2026 in Review

Bleakley Financial Group increased its McDonald's (MCD) stake by 0.76% in Q2 2026, buying an estimated $55.9K and bringing the position to 25,856 shares worth $6.99M. The position accounts for 0.09% of the portfolio, ranked #177.

Bleakley Financial Group first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.98M in Q1 2026. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bleakley Financial Group held 25,856 shares of McDonald's worth $6.99M as of Q2 2026.
  • Bleakley Financial Group bought 195 McDonald's shares in Q2 2026, an estimated $55.9K.
  • McDonald's made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #177 holding.
  • Bleakley Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's McDonald's position peaked at $7.98M in Q1 2026.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.