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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Burling Wealth Partners's MCD Position: Q1 2026 in Review

Burling Wealth Partners reduced its McDonald's (MCD) stake by 3.2% in Q1 2026, selling an estimated $64.4K and leaving 6,125 shares worth $1.9M. The position accounts for 0.31% of the portfolio, ranked #76.

Burling Wealth Partners first reported a position in MCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Burling Wealth Partners held 6,125 shares of McDonald's worth $1.9M as of Q1 2026.
  • Burling Wealth Partners sold 202 McDonald's shares in Q1 2026, an estimated $64.4K.
  • McDonald's made up 0.31% of Burling Wealth Partners's portfolio in Q1 2026, its #76 holding.
  • Burling Wealth Partners first reported a position in McDonald's in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's McDonald's position peaked at $2.92M in Q4 2024.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.