Burling Wealth Partners’s McDonald's MCD Stock Holding History

Burling Wealth Partners’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	$1.64M	Sell	6,080 -45	-0.7%	-$12.9K	0.24%	79
2026 Q1	$1.9M	Sell	6,125 -202	-3%	-$64.4K	0.31%	76
2025 Q4	$1.93M	Sell	6,327 -151	-2%	-$46.2K	0.3%	71
2025 Q3	$1.97M	Sell	6,478 -2,237	-26%	-$681K	0.33%	71
2025 Q2	$2.55M	Sell	8,715 -575	-6%	-$177K	0.47%	61
2025 Q1	$2.9M	Sell	9,290 -793	-8%	-$237K	0.61%	51
2024 Q4	$2.92M	Buy	+10,083	New	+$3.01M	0.6%	46

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 $3.38T AUM 44.17% 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

Burling Wealth Partners's MCD Position: Q2 2026 in Review

Burling Wealth Partners reduced its McDonald's (MCD) stake by 0.73% in Q2 2026, selling an estimated $12.9K and leaving 6,080 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #79.

Burling Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92M in Q4 2024. 3,480 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Burling Wealth Partners held 6,080 shares of McDonald's worth $1.64M as of Q2 2026.
Burling Wealth Partners sold 45 McDonald's shares in Q2 2026, an estimated $12.9K.
McDonald's made up 0.24% of Burling Wealth Partners's portfolio in Q2 2026, its #79 holding.
Burling Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's McDonald's position peaked at $2.92M in Q4 2024.
3,480 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.