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

BNC 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
Q1 		$335K Sell
1,077
-3
-0.3% -$956 0.09% 84
2025
Q4 		$330K Hold
1,080
– – 0.08% 78
2025
Q3 		$328K Hold
1,080
– – 0.08% 75
2025
Q2 		$316K Sell
1,080
-11
-1% -$3.39K 0.09% 73
2025
Q1 		$341K Hold
1,091
– – 0.12% 74
2024
Q4 		$316K Hold
1,091
– – 0.1% 74
2024
Q3 		$332K Sell
1,091
-43
-4% -$11.9K 0.12% 72
2024
Q2 		$289K Buy
1,134
+38
+3% +$10.1K 0.11% 79
2024
Q1 		$309K Hold
1,096
– – 0.13% 81
2023
Q4 		$325K Sell
1,096
-4
-0.4% -$1.09K 0.15% 78
2023
Q3 		$290K Sell
1,100
-19
-2% -$5.42K 0.16% 80
2023
Q2 		$334K Sell
1,119
-24
-2% -$6.97K 0.18% 75
2023
Q1 		$320K Buy
1,143
+2
+0.2% +$536 0.18% 83
2022
Q4 		$301K Buy
1,141
+1
+0.1% +$264 0.18% 85
2022
Q3 		$263K Buy
1,140
+2
+0.2% +$511 0.16% 86
2022
Q2 		$281K Buy
1,138
+37
+3% +$9.11K 0.15% 94
2022
Q1 		$272K Sell
1,101
-10
-0.9% -$2.49K 0.13% 100
2021
Q4 		$298K Buy
1,111
+31
+3% +$7.83K 0.14% 93
2021
Q3 		$260K Hold
1,080
– – 0.15% 77
2021
Q2 		$249K Buy
1,080
+26
+2% +$6.05K 0.15% 79
2021
Q1 		$236K Hold
1,054
– – 0.17% 74
2020
Q4 		$226K Hold
1,054
– – 0.14% 86
2020
Q3 		$231K Buy
+1,054
New +$216K 0.16% 76

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

BNC Wealth Management's MCD Position: Q1 2026 in Review

BNC Wealth Management reduced its McDonald's (MCD) stake by 0.28% in Q1 2026, selling an estimated $956 and leaving 1,077 shares worth $335K. The position accounts for 0.09% of the portfolio, ranked #84.

BNC Wealth Management first reported a position in MCD in Q3 2020 and has held it in 23 quarters since. The position peaked at $341K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • BNC Wealth Management held 1,077 shares of McDonald's worth $335K as of Q1 2026.
  • BNC Wealth Management sold 3 McDonald's shares in Q1 2026, an estimated $956.
  • McDonald's made up 0.09% of BNC Wealth Management's portfolio in Q1 2026, its #84 holding.
  • BNC Wealth Management first reported a position in McDonald's in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's McDonald's position peaked at $341K in Q1 2025.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.