Burke & Herbert Bank & Trust’s McDonald's MCD Stock Holding History

Burke & Herbert Bank & Trust’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	$1.29M	Sell	4,776 -50	-1%	-$14.3K	0.32%	79
2026 Q1	$1.5M	Sell	4,826 -10	-0.2%	-$3.19K	0.41%	65
2025 Q4	$1.48M	Sell	4,836 -97	-2%	-$29.7K	0.41%	65
2025 Q3	$1.5M	Hold	4,933	–	–	0.32%	86
2025 Q2	$1.44M	Sell	4,933 -12	-0.2%	-$3.7K	0.32%	91
2025 Q1	$1.54M	Sell	4,945 -185	-4%	-$55.3K	0.37%	76
2024 Q4	$1.49M	Sell	5,130 -18	-0.3%	-$5.37K	0.35%	80
2024 Q3	$1.57M	Sell	5,148 -144	-3%	-$39.7K	0.36%	75
2024 Q2	$1.35M	Buy	5,292 +2,509	+90%	+$666K	0.33%	90
2024 Q1	$785K	Sell	2,783 -946	-25%	-$275K	0.59%	42
2023 Q4	$1.11M	Sell	3,729 -18	-0.5%	-$4.9K	0.79%	32
2023 Q3	$987K	Sell	3,747 -301	-7%	-$85.8K	0.8%	29
2023 Q2	$1.21M	Sell	4,048 -208	-5%	-$60.4K	0.82%	27
2023 Q1	$1.19M	Sell	4,256 -19	-0.4%	-$5.09K	0.87%	30
2022 Q4	$1.13M	Sell	4,275 -65	-1%	-$17.1K	0.84%	33
2022 Q3	$1M	Sell	4,340 -150	-3%	-$38.3K	0.83%	37
2022 Q2	$1.11M	Sell	4,490 -165	-4%	-$40.6K	0.84%	34
2022 Q1	$1.15M	Sell	4,655 -249	-5%	-$62K	0.73%	39
2021 Q4	$1.31M	Sell	4,904 -35	-0.7%	-$8.84K	0.77%	39
2021 Q3	$1.19M	Buy	4,939 +2	+0%	+$477	0.77%	42
2021 Q2	$1.14M	Buy	4,937 +23	+0.5%	+$5.35K	0.73%	43
2021 Q1	$1.1M	Sell	4,914 -6	-0.1%	-$1.28K	0.75%	42
2020 Q4	$1.06M	Sell	4,920 -309	-6%	-$67.2K	0.75%	43
2020 Q3	$1.15M	Sell	5,229 -18	-0.3%	-$3.69K	0.9%	35
2020 Q2	$967K	Sell	5,247 -122	-2%	-$22.4K	0.84%	39
2020 Q1	$888K	Sell	5,369 -141	-3%	-$27.8K	0.9%	35
2019 Q4	$1.09M	Buy	5,510 +364	+7%	+$72.2K	0.84%	37
2019 Q3	$1.1M	Sell	5,146 -5	-0.1%	-$1.07K	0.98%	31
2019 Q2	$1.07M	Sell	5,151 -137	-3%	-$27.1K	0.94%	30
2019 Q1	$1M	Sell	5,288 -16	-0.3%	-$2.9K	0.89%	34
2018 Q4	$941K	Sell	5,304 -43	-0.8%	-$7.63K	0.93%	36
2018 Q3	$895K	Buy	5,347 +58	+1%	+$9.29K	0.76%	42
2018 Q2	$829K	Sell	5,289 -39	-0.7%	-$6.32K	0.75%	41
2018 Q1	$833K	Buy	5,328 +91	+2%	+$15K	0.75%	42
2017 Q4	$901K	Buy	5,237 +153	+3%	+$25.7K	0.77%	42
2017 Q3	$797K	Sell	5,084 -280	-5%	-$43.9K	0.72%	42
2017 Q2	$822K	Buy	5,364 +579	+12%	+$83.7K	0.75%	40
2017 Q1	$620K	Buy	4,785 +90	+2%	+$11.3K	0.56%	49
2016 Q4	$571K	Sell	4,695 -172	-4%	-$20.2K	0.52%	52
2016 Q3	$561K	Buy	4,867 +425	+10%	+$50.4K	0.51%	52
2016 Q2	$535K	Sell	4,442 -160	-3%	-$20K	0.49%	54
2016 Q1	$578K	Hold	4,602	–	–	0.56%	46
2015 Q4	$544K	Sell	4,602 -267	-5%	-$29.9K	0.57%	49
2015 Q3	$479K	Buy	4,869 +10	+0.2%	+$974	0.54%	51
2015 Q2	$462K	Buy	4,859 +370	+8%	+$35.8K	0.49%	57
2015 Q1	$437K	Sell	4,489 -800	-15%	-$75.9K	0.48%	58
2014 Q4	$495K	Hold	5,289	–	–	0.5%	53
2014 Q3	$502K	Buy	5,289 +235	+5%	+$22.4K	0.49%	50
2014 Q2	$509K	Buy	5,054 +35	+0.7%	+$3.53K	0.47%	56
2014 Q1	$492K	Buy	5,019 +174	+4%	+$16.6K	0.48%	52
2013 Q4	$470K	Buy	4,845 +286	+6%	+$27.5K	0.47%	51
2013 Q3	$439K	Hold	4,559	–	–	0.49%	51
2013 Q2	$451K	Buy	+4,559	New	+$457K	0.53%	48

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burke & Herbert Bank & Trust's MCD Position: Q2 2026 in Review

Burke & Herbert Bank & Trust reduced its McDonald's (MCD) stake by 1% in Q2 2026, selling an estimated $14.3K and leaving 4,776 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #79.

Burke & Herbert Bank & Trust first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.57M in Q3 2024. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Burke & Herbert Bank & Trust held 4,776 shares of McDonald's worth $1.29M as of Q2 2026.
Burke & Herbert Bank & Trust sold 50 McDonald's shares in Q2 2026, an estimated $14.3K.
McDonald's made up 0.32% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #79 holding.
Burke & Herbert Bank & Trust first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
Burke & Herbert Bank & Trust's McDonald's position peaked at $1.57M in Q3 2024.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.