Goepper Burkhardt’s McDonald's MCD Stock Holding History

Goepper Burkhardt’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	$312K	Sell	1,153 -31	-3%	-$8.89K	0.09%	81
2026 Q1	$368K	Hold	1,184	–	–	0.12%	71
2025 Q4	$362K	Hold	1,184	–	–	0.12%	73
2025 Q3	$360K	Hold	1,184	–	–	0.12%	72
2025 Q2	$346K	Hold	1,184	–	–	0.13%	73
2025 Q1	$370K	Hold	1,184	–	–	0.15%	68
2024 Q4	$343K	Hold	1,184	–	–	0.14%	62
2024 Q3	$361K	Hold	1,184	–	–	0.15%	62
2024 Q2	$302K	Hold	1,184	–	–	0.14%	64
2024 Q1	$326K	Sell	1,184 -1	-0.1%	-$291	0.15%	62
2023 Q4	$343K	Sell	1,185 -5	-0.4%	-$1.36K	0.17%	58
2023 Q3	$313K	Hold	1,190	–	–	0.19%	49
2023 Q2	$355K	Buy	1,190 +6	+0.5%	+$1.74K	0.21%	46
2023 Q1	$331K	Hold	1,184	–	–	0.22%	44
2022 Q4	$312K	Buy	+1,184	New	+$312K	0.22%	42

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 $3.37T AUM 44.26% 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

Goepper Burkhardt's MCD Position: Q2 2026 in Review

Goepper Burkhardt reduced its McDonald's (MCD) stake by 2.6% in Q2 2026, selling an estimated $8.89K and leaving 1,153 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #81.

Goepper Burkhardt first reported a position in MCD in Q4 2022 and has held it in 15 quarters since. The position peaked at $370K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Goepper Burkhardt held 1,153 shares of McDonald's worth $312K as of Q2 2026.
Goepper Burkhardt sold 31 McDonald's shares in Q2 2026, an estimated $8.89K.
McDonald's made up 0.09% of Goepper Burkhardt's portfolio in Q2 2026, its #81 holding.
Goepper Burkhardt first reported a position in McDonald's in Q4 2022 and has held it in 15 quarters since.
Goepper Burkhardt's McDonald's position peaked at $370K in Q1 2025.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.