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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goepper Burkhardt's MCD Position: Q1 2026 in Review

Goepper Burkhardt held its McDonald's (MCD) position steady in Q1 2026 at 1,184 shares worth $368K. The position accounts for 0.12% of the portfolio, ranked #71.

Goepper Burkhardt first reported a position in MCD in Q4 2022 and has held it in 14 quarters since. The position peaked at $370K in Q1 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Goepper Burkhardt held 1,184 shares of McDonald's worth $368K as of Q1 2026.
Goepper Burkhardt left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.12% of Goepper Burkhardt's portfolio in Q1 2026, its #71 holding.
Goepper Burkhardt first reported a position in McDonald's in Q4 2022 and has held it in 14 quarters since.
Goepper Burkhardt's McDonald's position peaked at $370K in Q1 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.