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BridgePort Financial Solutions’s McDonald's MCD Stock Holding History

BridgePort Financial Solutions’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 		$651K Sell
2,410
-3
-0.1% -$860 0.17% 114
2026
Q1 		$750K Sell
2,413
-818
-25% -$261K 0.21% 89
2025
Q4 		$988K Buy
3,231
+1,182
+58% +$362K 0.27% 72
2025
Q3 		$623K Sell
2,049
-935
-31% -$285K 0.17% 111
2025
Q2 		$872K Sell
2,984
-12
-0.4% -$3.7K 0.29% 71
2025
Q1 		$936K Buy
2,996
+11
+0.4% +$3.29K 0.42% 53
2024
Q4 		$925K Buy
+2,985
New +$890K 0.42% 52

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

BridgePort Financial Solutions's MCD Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its McDonald's (MCD) stake by 0.12% in Q2 2026, selling an estimated $860 and leaving 2,410 shares worth $651K. The position accounts for 0.17% of the portfolio, ranked #114.

BridgePort Financial Solutions first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $988K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BridgePort Financial Solutions held 2,410 shares of McDonald's worth $651K as of Q2 2026.
  • BridgePort Financial Solutions sold 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up 0.17% of BridgePort Financial Solutions's portfolio in Q2 2026, its #114 holding.
  • BridgePort Financial Solutions first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's McDonald's position peaked at $988K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.