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Burton Enright Welch’s McDonald's MCD Stock Holding History

Burton Enright Welch’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 		$356K Sell
1,315
-53
-4% -$15.2K 0.04% 116
2026
Q1 		$425K Buy
1,368
+6
+0.4% +$1.91K 0.06% 99
2025
Q4 		$416K Buy
1,362
+93
+7% +$28.5K 0.06% 102
2025
Q3 		$386K Buy
1,269
+58
+5% +$17.7K 0.06% 99
2025
Q2 		$354K Buy
1,211
+114
+10% +$35.1K 0.06% 93
2025
Q1 		$343K Sell
1,097
-220
-17% -$65.8K 0.07% 78
2024
Q4 		$382K Hold
1,317
– – 0.08% 75
2024
Q3 		$401K Buy
1,317
+37
+3% +$10.2K 0.09% 69
2024
Q2 		$326K Sell
1,280
-46
-3% -$12.2K 0.08% 77
2024
Q1 		$374K Sell
1,326
-30
-2% -$8.72K 0.09% 68
2023
Q4 		$402K Sell
1,356
-102
-7% -$27.8K 0.11% 64
2023
Q3 		$384K Sell
1,458
-245
-14% -$69.9K 0.12% 60
2023
Q2 		$508K Buy
1,703
+195
+13% +$56.7K 0.16% 47
2023
Q1 		$422K Buy
1,508
+209
+16% +$56K 0.16% 51
2022
Q4 		$342K Buy
1,299
+74
+6% +$19.5K 0.14% 51
2022
Q3 		$283K Sell
1,225
-93
-7% -$23.8K 0.14% 49
2022
Q2 		$325K Sell
1,318
-11
-0.8% -$2.71K 0.2% 46
2022
Q1 		$329K Sell
1,329
-22
-2% -$5.48K 0.18% 52
2021
Q4 		$362K Buy
+1,351
New +$341K 0.24% 45

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burton Enright Welch's MCD Position: Q2 2026 in Review

Burton Enright Welch reduced its McDonald's (MCD) stake by 3.9% in Q2 2026, selling an estimated $15.2K and leaving 1,315 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #116.

Burton Enright Welch first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $508K in Q2 2023. 3,456 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Burton Enright Welch held 1,315 shares of McDonald's worth $356K as of Q2 2026.
  • Burton Enright Welch sold 53 McDonald's shares in Q2 2026, an estimated $15.2K.
  • McDonald's made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #116 holding.
  • Burton Enright Welch first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's McDonald's position peaked at $508K in Q2 2023.
  • 3,456 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.