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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
Q3 		$44.7K Buy
193
+185
+2,313% +$48.7K 0.01% 172
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Burkett Financial Services's MCD Position: Q3 2026 in Review

Burkett Financial Services increased its McDonald's (MCD) stake by 2,313% in Q3 2026, buying an estimated $48.7K and bringing the position to 193 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #172.

Burkett Financial Services first reported a position in MCD in Q3 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Burkett Financial Services held 193 shares of McDonald's worth $44.7K as of Q3 2026.
  • Burkett Financial Services bought 185 McDonald's shares in Q3 2026, an estimated $48.7K.
  • McDonald's made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #172 holding.
  • Burkett Financial Services first reported a position in McDonald's in Q3 2024 and has held it in 9 quarters since.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.