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Bollard Group’s McDonald's MCD Stock Holding History

Bollard 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 		$619K Buy
2,290
+55
+2% +$15.8K 0.02% 123
2026
Q1 		$695K Buy
2,235
+11
+0.5% +$3.5K 0.02% 128
2025
Q4 		$680K Buy
2,224
+13
+0.6% +$3.98K 0.02% 122
2025
Q3 		$672K Buy
2,211
+12
+0.5% +$3.65K 0.02% 122
2025
Q2 		$642K Buy
2,199
+103
+5% +$31.8K 0.01% 141
2025
Q1 		$655K Buy
2,096
+12
+0.6% +$3.59K 0.02% 124
2024
Q4 		$604K Buy
2,084
+12
+0.6% +$3.58K 0.02% 125
2024
Q3 		$631K Buy
2,072
+11
+0.5% +$3.03K 0.02% 136
2024
Q2 		$525K Buy
2,061
+13
+0.6% +$3.45K 0.01% 134
2024
Q1 		$577K Buy
2,048
+12
+0.6% +$3.49K 0.02% 132
2023
Q4 		$604K Buy
2,036
+11
+0.5% +$2.99K 0.02% 121
2023
Q3 		$533K Sell
2,025
-40
-2% -$11.4K 0.02% 121
2023
Q2 		$616K Buy
2,065
+60
+3% +$17.4K 0.02% 125
2023
Q1 		$561K Buy
2,005
+11
+0.6% +$2.95K 0.02% 125
2022
Q4 		$525K Buy
1,994
+11
+0.6% +$2.9K 0.02% 126
2022
Q3 		$458K Sell
1,983
-111
-5% -$28.4K 0.02% 131
2022
Q2 		$517K Buy
2,094
+12
+0.6% +$2.96K 0.02% 135
2022
Q1 		$515K Buy
2,082
+12
+0.6% +$2.99K 0.02% 170
2021
Q4 		$555K Buy
2,070
+11
+0.5% +$2.78K 0.02% 169
2021
Q3 		$497K Buy
2,059
+10
+0.5% +$2.39K 0.02% 169
2021
Q2 		$473K Buy
2,049
+11
+0.5% +$2.56K 0.02% 165
2021
Q1 		$457K Buy
2,038
+2
+0.1% +$428 0.02% 163
2020
Q4 		$437K Sell
2,036
-147
-7% -$32K 0.02% 157
2020
Q3 		$479K Buy
2,183
+1
+0% +$205 0.02% 146
2020
Q2 		$402K Buy
2,182
+1,504
+222% +$276K 0.02% 150
2020
Q1 		$112K Buy
678
+203
+43% +$40K 0.01% 159
2019
Q4 		$94K Buy
475
+3
+0.6% +$595 ﹤0.01% 173
2019
Q3 		$101K Buy
472
+2
+0.4% +$429 ﹤0.01% 174
2019
Q2 		$98K Buy
470
+3
+0.6% +$594 ﹤0.01% 193
2019
Q1 		$89K Buy
467
+3
+0.6% +$544 ﹤0.01% 192
2018
Q4 		$82K Buy
464
+3
+0.7% +$532 ﹤0.01% 190
2018
Q3 		$77K Buy
461
+3
+0.7% +$481 ﹤0.01% 201
2018
Q2 		$72K Buy
458
+3
+0.7% +$486 ﹤0.01% 197
2018
Q1 		$71K Buy
455
+2
+0.4% +$329 ﹤0.01% 199
2017
Q4 		$78K Buy
453
+3
+0.7% +$504 ﹤0.01% 191
2017
Q3 		$70K Buy
450
+3
+0.7% +$470 ﹤0.01% 202
2017
Q2 		$68K Buy
447
+3
+0.7% +$434 ﹤0.01% 213
2017
Q1 		$58K Buy
444
+3
+0.7% +$376 ﹤0.01% 217
2016
Q4 		$54K Buy
441
+3
+0.7% +$352 ﹤0.01% 220
2016
Q3 		$51K Buy
+438
New +$51.9K ﹤0.01% 213
2015
Q2 		– Sell
-4,350
Closed -$424K – 267
2015
Q1 		$424K Buy
4,350
+37
+0.9% +$3.51K 0.03% 175
2014
Q4 		$404K Hold
4,313
– – 0.04% 163
2014
Q3 		$409K Hold
4,313
– – 0.04% 174
2014
Q2 		$434K Hold
4,313
– – 0.04% 171
2014
Q1 		$423K Sell
4,313
-8,000
-65% -$765K 0.04% 167
2013
Q4 		$1.2M Sell
12,313
-3,000
-20% -$288K 0.13% 91
2013
Q3 		$1.47M Buy
15,313
+9,920
+184% +$968K 0.17% 71
2013
Q2 		$534K Buy
+5,393
New +$540K 0.1% 102

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

Bollard Group's MCD Position: Q2 2026 in Review

Bollard Group increased its McDonald's (MCD) stake by 2.5% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,290 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #123.

Bollard Group first reported a position in MCD in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.47M in Q3 2013. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bollard Group held 2,290 shares of McDonald's worth $619K as of Q2 2026.
  • Bollard Group bought 55 McDonald's shares in Q2 2026, an estimated $15.8K.
  • McDonald's made up 0.02% of Bollard Group's portfolio in Q2 2026, its #123 holding.
  • Bollard Group first reported a position in McDonald's in Q2 2013 and has held it in 48 quarters since.
  • Bollard Group's McDonald's position peaked at $1.47M in Q3 2013.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.