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Burkett Financial Services’s McDonald's MCD Stock Holding History

Burkett Financial Services’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 		$2.24K Hold
8
– – ﹤0.01% 236
2026
Q1 		$2.56K Hold
8
– – ﹤0.01% 213
2025
Q4 		$2.5K Hold
8
– – ﹤0.01% 200
2025
Q3 		$2.47K Hold
8
– – ﹤0.01% 196
2025
Q2 		$2.37K Hold
8
– – ﹤0.01% 196
2025
Q1 		$2.51K Hold
8
– – ﹤0.01% 216
2024
Q4 		$2.32K Hold
8
– – ﹤0.01% 192
2024
Q3 		$2.44K Buy
+8
New +$2.21K ﹤0.01% 184

Other funds holding MCD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Burkett Financial Services's MCD Position: Q2 2026 in Review

Burkett Financial Services held its McDonald's (MCD) position steady in Q2 2026 at 8 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Burkett Financial Services first reported a position in MCD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.56K in Q1 2026. 1,272 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Burkett Financial Services held 8 shares of McDonald's worth $2.24K as of Q2 2026.
  • Burkett Financial Services left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #236 holding.
  • Burkett Financial Services first reported a position in McDonald's in Q3 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's McDonald's position peaked at $2.56K in Q1 2026.
  • 1,272 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.