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Braun-Bostich & Associates’s McDonald's MCD Stock Holding History

Braun-Bostich & Associates’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 		$272K Sell
1,005
-150
-13% -$43K 0.15% 103
2026
Q1 		$359K Sell
1,155
-452
-28% -$144K 0.22% 75
2025
Q4 		$491K Hold
1,607
– – 0.3% 61
2025
Q3 		$488K Buy
1,607
+138
+9% +$42K 0.31% 61
2025
Q2 		$429K Buy
1,469
+57
+4% +$17.6K 0.29% 63
2025
Q1 		$441K Sell
1,412
-31
-2% -$9.27K 0.33% 64
2024
Q4 		$418K Sell
1,443
-15
-1% -$4.47K 0.3% 62
2024
Q3 		$444K Sell
1,458
-106
-7% -$29.2K 0.31% 58
2024
Q2 		$399K Buy
1,564
+153
+11% +$40.6K 0.3% 63
2024
Q1 		$398K Buy
1,411
+30
+2% +$8.72K 0.33% 75
2023
Q4 		$409K Buy
+1,381
New +$376K 0.37% 68
2023
Q3 		– Sell
-719
Closed -$215K – 85
2023
Q2 		$215K Buy
+719
New +$209K 0.46% 70
2020
Q4 		– Sell
-2,279
Closed -$500K – 146
2020
Q3 		$500K Sell
2,279
-1,256
-36% -$258K 0.5% 30
2020
Q2 		$652K Buy
3,535
+236
+7% +$43.3K 0.64% 24
2020
Q1 		$522K Sell
3,299
-168
-5% -$33.1K 0.66% 27
2019
Q4 		$696K Buy
3,467
+384
+12% +$76.2K 0.69% 26
2019
Q3 		$662K Buy
3,083
+222
+8% +$47.6K 0.77% 25
2019
Q2 		$594K Buy
2,861
+431
+18% +$85.4K 0.62% 29
2019
Q1 		$461K Buy
2,430
+530
+28% +$96.2K 0.48% 55
2018
Q4 		$337K Buy
1,900
+56
+3% +$9.93K 0.36% 85
2018
Q3 		$308K Buy
1,844
+168
+10% +$26.9K 0.3% 86
2018
Q2 		$263K Buy
1,676
+632
+61% +$102K 0.26% 93
2018
Q1 		$163K Buy
1,044
+151
+17% +$24.8K 0.14% 111
2017
Q4 		$154K Buy
+893
New +$150K 0.13% 118

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

Braun-Bostich & Associates's MCD Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its McDonald's (MCD) stake by 13% in Q2 2026, selling an estimated $43K and leaving 1,005 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #103.

Braun-Bostich & Associates first reported a position in MCD in Q4 2017 and has held it in 24 quarters since. The position peaked at $696K in Q4 2019. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Braun-Bostich & Associates held 1,005 shares of McDonald's worth $272K as of Q2 2026.
  • Braun-Bostich & Associates sold 150 McDonald's shares in Q2 2026, an estimated $43K.
  • McDonald's made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #103 holding.
  • Braun-Bostich & Associates first reported a position in McDonald's in Q4 2017 and has held it in 24 quarters since.
  • Braun-Bostich & Associates's McDonald's position peaked at $696K in Q4 2019.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.