BPI
MCD icon

BFC Planning, Inc.’s McDonald's MCD Stock Holding History

BFC Planning, Inc.’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 		$5.56M Sell
20,554
-517
-2% -$148K 0.23% 94
2026
Q1 		$6.55M Buy
21,071
+538
+3% +$171K 0.29% 67
2025
Q4 		$6.28M Buy
20,533
+9,619
+88% +$2.95M 0.28% 73
2025
Q3 		$3.32M Buy
10,914
+222
+2% +$67.6K 0.24% 79
2025
Q2 		$3.12M Sell
10,692
-345
-3% -$106K 0.25% 81
2025
Q1 		$3.45M Buy
11,037
+169
+2% +$50.5K 0.3% 72
2024
Q4 		$3.15M Buy
+10,868
New +$3.24M 0.26% 79

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s MCD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its McDonald's (MCD) stake by 2.5% in Q2 2026, selling an estimated $148K and leaving 20,554 shares worth $5.56M. The position accounts for 0.23% of the portfolio, ranked #94.

BFC Planning, Inc. first reported a position in MCD in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55M in Q1 2026. 3,494 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • BFC Planning, Inc. held 20,554 shares of McDonald's worth $5.56M as of Q2 2026.
  • BFC Planning, Inc. sold 517 McDonald's shares in Q2 2026, an estimated $148K.
  • McDonald's made up 0.23% of BFC Planning, Inc.'s portfolio in Q2 2026, its #94 holding.
  • BFC Planning, Inc. first reported a position in McDonald's in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s McDonald's position peaked at $6.55M in Q1 2026.
  • 3,494 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.