Burney Company’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.96M Sell
18,364
-1,383
-7% -$397K 0.13% 127
2026
Q1
$6.14M Sell
19,747
-1,004
-5% -$320K 0.19% 102
2025
Q4
$6.34M Sell
20,751
-18,824
-48% -$5.77M 0.2% 112
2025
Q3
$12M Buy
39,575
+19,353
+96% +$5.89M 0.38% 61
2025
Q2
$5.91M Sell
20,222
-777
-4% -$240K 0.2% 110
2025
Q1
$6.56M Sell
20,999
-2,509
-11% -$750K 0.24% 94
2024
Q4
$6.81M Buy
23,508
+2,032
+9% +$606K 0.24% 91
2024
Q3
$6.54M Sell
21,476
-1,509
-7% -$416K 0.23% 102
2024
Q2
$5.86M Sell
22,985
-13,146
-36% -$3.49M 0.22% 110
2024
Q1
$10.2M Buy
36,131
+5,602
+18% +$1.63M 0.39% 68
2023
Q4
$9.05M Sell
30,529
-10,351
-25% -$2.82M 0.38% 68
2023
Q3
$10.8M Buy
40,880
+12,575
+44% +$3.59M 0.5% 52
2023
Q2
$8.45M Buy
28,305
+10,456
+59% +$3.04M 0.39% 65
2023
Q1
$4.99M Sell
17,849
-428
-2% -$115K 0.25% 119
2022
Q4
$4.82M Sell
18,277
-49
-0.3% -$12.9K 0.24% 120
2022
Q3
$4.23M Buy
18,326
+356
+2% +$91K 0.23% 125
2022
Q2
$4.44M Sell
17,970
-110
-0.6% -$27.1K 0.23% 124
2022
Q1
$4.47M Sell
18,080
-2,018
-10% -$503K 0.21% 134
2021
Q4
$5.39M Sell
20,098
-167
-0.8% -$42.2K 0.23% 125
2021
Q3
$4.89M Sell
20,265
-411
-2% -$98.1K 0.23% 128
2021
Q2
$4.78M Sell
20,676
-611
-3% -$142K 0.22% 132
2021
Q1
$4.77M Buy
21,287
+233
+1% +$49.8K 0.24% 126
2020
Q4
$4.52M Sell
21,054
-929
-4% -$202K 0.25% 122
2020
Q3
$4.83M Buy
21,983
+756
+4% +$155K 0.3% 103
2020
Q2
$3.92M Buy
21,227
+2,254
+12% +$413K 0.25% 123
2020
Q1
$3.14M Sell
18,973
-2,665
-12% -$525K 0.24% 118
2019
Q4
$4.28M Buy
21,638
+751
+4% +$149K 0.24% 122
2019
Q3
$4.49M Buy
20,887
+467
+2% +$100K 0.27% 113
2019
Q2
$4.24M Buy
20,420
+1,591
+8% +$315K 0.26% 120
2019
Q1
$3.58M Buy
18,829
+1,318
+8% +$239K 0.22% 141
2018
Q4
$3.11M Buy
17,511
+1,009
+6% +$179K 0.22% 132
2018
Q3
$2.76M Sell
16,502
-3,700
-18% -$593K 0.16% 166
2018
Q2
$3.17M Buy
20,202
+5,116
+34% +$830K 0.19% 152
2018
Q1
$2.36M Sell
15,086
-1,544
-9% -$254K 0.15% 176
2017
Q4
$2.86M Buy
16,630
+2,040
+14% +$343K 0.16% 158
2017
Q3
$2.3M Sell
14,590
-80
-0.5% -$12.5K 0.15% 163
2017
Q2
$2.25M Buy
14,670
+176
+1% +$25.4K 0.15% 159
2017
Q1
$1.88M Sell
14,494
-1,241
-8% -$156K 0.12% 171
2016
Q4
$1.92M Buy
15,735
+248
+2% +$29.1K 0.13% 161
2016
Q3
$1.78M Sell
15,487
-275
-2% -$32.6K 0.13% 165
2016
Q2
$1.9M Buy
15,762
+287
+2% +$35.9K 0.14% 156
2016
Q1
$1.95M Buy
15,475
+207
+1% +$24.7K 0.14% 154
2015
Q4
$1.81M Sell
15,268
-112
-0.7% -$12.5K 0.13% 158
2015
Q3
$1.51M Sell
15,380
-220
-1% -$21.4K 0.12% 167
2015
Q2
$1.48M Sell
15,600
-1,295
-8% -$125K 0.1% 174
2015
Q1
$1.65M Sell
16,895
-65
-0.4% -$6.17K 0.11% 172
2014
Q4
$1.59M Sell
16,960
-1,310
-7% -$123K 0.13% 168
2014
Q3
$1.73M Sell
18,270
-55
-0.3% -$5.25K 0.15% 156
2014
Q2
$1.85M Buy
18,325
+970
+6% +$97.9K 0.16% 151
2014
Q1
$1.7M Buy
17,355
+1,181
+7% +$113K 0.16% 150
2013
Q4
$1.57M Sell
16,174
-2,089
-11% -$201K 0.15% 161
2013
Q3
$1.76M Sell
18,263
-2,762
-13% -$270K 0.2% 136
2013
Q2
$2.08M Buy
+21,025
New +$2.11M 0.26% 113

Other funds holding MCD

Burney Company's MCD Position: Q2 2026 in Review

Burney Company reduced its McDonald's (MCD) stake by 7% in Q2 2026, selling an estimated $397K and leaving 18,364 shares worth $4.96M. The position accounts for 0.13% of the portfolio, ranked #127.

Burney Company first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Burney Company held 18,364 shares of McDonald's worth $4.96M as of Q2 2026.
  • Burney Company sold 1,383 McDonald's shares in Q2 2026, an estimated $397K.
  • McDonald's made up 0.13% of Burney Company's portfolio in Q2 2026, its #127 holding.
  • Burney Company first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Burney Company's McDonald's position peaked at $12M in Q3 2025.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.