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Allen Mooney & Barnes Investment Advisors’s McDonald's MCD Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q3 		$1.11M Buy
4,821
+11
+0.2% +$2.9K 0.17% 66
2026
Q2 		$1.3M Buy
4,810
+10
+0.2% +$2.87K 0.2% 64
2026
Q1 		$1.49M Sell
4,800
-159
-3% -$50.7K 0.21% 61
2025
Q4 		$1.52M Buy
4,959
+227
+5% +$69.5K 0.23% 59
2025
Q3 		$1.44M Buy
4,732
+8
+0.2% +$2.44K 0.22% 61
2025
Q2 		$1.38M Buy
4,724
+9
+0.2% +$2.77K 0.23% 60
2025
Q1 		$1.47M Sell
4,715
-109
-2% -$32.6K 0.24% 62
2024
Q4 		$1.4M Sell
4,824
-28
-0.6% -$8.35K 0.24% 60
2024
Q3 		$1.48M Buy
4,852
+9
+0.2% +$2.48K 0.25% 59
2024
Q2 		$1.23M Sell
4,843
-58
-1% -$15.4K 0.22% 63
2024
Q1 		$1.32M Buy
4,901
+13
+0.3% +$3.78K 0.25% 63
2023
Q4 		$1.45M Buy
4,888
+82
+2% +$22.3K 0.28% 60
2023
Q3 		$1.27M Buy
4,806
+74
+2% +$21.1K 0.27% 60
2023
Q2 		$1.41M Buy
4,732
+464
+11% +$135K 0.31% 57
2023
Q1 		$1.19M Sell
4,268
-168
-4% -$45K 0.29% 60
2022
Q4 		$1.17M Buy
4,436
+7
+0.2% +$1.85K 0.28% 60
2022
Q3 		$1.02M Buy
4,429
+8
+0.2% +$2.04K 0.27% 61
2022
Q2 		$1.09M Sell
4,421
-208
-4% -$51.2K 0.28% 64
2022
Q1 		$1.14M Buy
+4,629
New +$1.15M 0.25% 68

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MCD Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its McDonald's (MCD) stake by 0.23% in Q3 2026, buying an estimated $2.9K and bringing the position to 4,821 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #66.

Allen Mooney & Barnes Investment Advisors first reported a position in MCD in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.52M in Q4 2025. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 4,821 shares of McDonald's worth $1.11M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 11 McDonald's shares in Q3 2026, an estimated $2.9K.
  • McDonald's made up 0.17% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #66 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in McDonald's in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's McDonald's position peaked at $1.52M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.