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Bar Harbor Wealth Management’s McDonald's MCD Stock Holding History

Bar Harbor Wealth Management’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 		$3.8M Sell
14,069
-257
-2% -$73.7K 0.2% 98
2026
Q1 		$4.45M Sell
14,326
-344
-2% -$110K 0.26% 85
2025
Q4 		$4.48M Sell
14,670
-193
-1% -$59.1K 0.26% 86
2025
Q3 		$4.52M Sell
14,863
-1,305
-8% -$397K 0.27% 84
2025
Q2 		$4.72M Sell
16,168
-65
-0.4% -$20K 0.3% 78
2025
Q1 		$5.07M Sell
16,233
-798
-5% -$239K 0.34% 74
2024
Q4 		$4.94M Sell
17,031
-489
-3% -$146K 0.32% 80
2024
Q3 		$5.34M Sell
17,520
-506
-3% -$139K 0.34% 75
2024
Q2 		$4.59M Sell
18,026
-149
-0.8% -$39.5K 0.3% 85
2024
Q1 		$5.12M Buy
18,175
+651
+4% +$189K 0.34% 78
2023
Q4 		$5.2M Sell
17,524
-78
-0.4% -$21.2K 0.39% 69
2023
Q3 		$4.64M Sell
17,602
-881
-5% -$251K 0.37% 75
2023
Q2 		$5.52M Sell
18,483
-926
-5% -$269K 0.42% 65
2023
Q1 		$5.43M Buy
19,409
+313
+2% +$83.9K 0.43% 68
2022
Q4 		$5.03M Sell
19,096
-489
-2% -$129K 0.4% 70
2022
Q3 		$4.52M Sell
19,585
-819
-4% -$209K 0.39% 71
2022
Q2 		$5.04M Buy
20,404
+3,343
+20% +$823K 0.4% 71
2022
Q1 		$4.22M Sell
17,061
-64
-0.4% -$15.9K 0.38% 59
2021
Q4 		$4.59M Sell
17,125
-53
-0.3% -$13.4K 0.39% 63
2021
Q3 		$4.14M Sell
17,178
-400
-2% -$95.5K 0.39% 62
2021
Q2 		$4.06M Sell
17,578
-1,108
-6% -$258K 0.38% 61
2021
Q1 		$4.19M Sell
18,686
-676
-3% -$145K 0.41% 60
2020
Q4 		$4.15M Sell
19,362
-339
-2% -$73.7K 0.42% 61
2020
Q3 		$4.33M Sell
19,701
-634
-3% -$130K 0.48% 54
2020
Q2 		$3.75M Sell
20,335
-1,705
-8% -$313K 0.43% 58
2020
Q1 		$3.65M Sell
22,040
-1,237
-5% -$244K 0.49% 56
2019
Q4 		$4.6M Sell
23,277
-1,840
-7% -$365K 0.5% 58
2019
Q3 		$5.39M Buy
25,117
+348
+1% +$74.6K 0.63% 43
2019
Q2 		$5.14M Buy
24,769
+1,880
+8% +$372K 0.6% 45
2019
Q1 		$4.35M Sell
22,889
-385
-2% -$69.9K 0.52% 49
2018
Q4 		$4.13M Sell
23,274
-1,041
-4% -$185K 0.55% 46
2018
Q3 		$4.07M Sell
24,315
-1,398
-5% -$224K 0.46% 51
2018
Q2 		$4.03M Buy
25,713
+87
+0.3% +$14.1K 0.49% 51
2018
Q1 		$4.01M Sell
25,626
-80
-0.3% -$13.2K 0.49% 50
2017
Q4 		$4.42M Buy
25,706
+225
+0.9% +$37.8K 0.52% 45
2017
Q3 		$3.99M Sell
25,481
-1,701
-6% -$267K 0.48% 48
2017
Q2 		$4.16M Sell
27,182
-1,663
-6% -$240K 0.5% 48
2017
Q1 		$3.74M Sell
28,845
-1,934
-6% -$243K 0.44% 51
2016
Q4 		$3.75M Sell
30,779
-718
-2% -$84.2K 0.41% 53
2016
Q3 		$3.63M Buy
31,497
+301
+1% +$35.7K 0.41% 57
2016
Q2 		$3.75M Buy
31,196
+397
+1% +$49.7K 0.44% 53
2016
Q1 		$3.87M Sell
30,799
-958
-3% -$114K 0.47% 52
2015
Q4 		$3.75M Buy
31,757
+2,867
+10% +$321K 0.47% 51
2015
Q3 		$2.85M Sell
28,890
-2,546
-8% -$248K 0.38% 67
2015
Q2 		$2.99M Sell
31,436
-1,614
-5% -$156K 0.36% 67
2015
Q1 		$3.22M Sell
33,050
-2,946
-8% -$280K 0.39% 67
2014
Q4 		$3.37M Buy
35,996
+131
+0.4% +$12.3K 0.42% 61
2014
Q3 		$3.4M Sell
35,865
-1,249
-3% -$119K 0.44% 61
2014
Q2 		$3.74M Sell
37,114
-788
-2% -$79.6K 0.47% 58
2014
Q1 		$3.71M Sell
37,902
-809
-2% -$77.4K 0.48% 58
2013
Q4 		$3.76M Sell
38,711
-1,107
-3% -$106K 0.49% 56
2013
Q3 		$3.83M Buy
39,818
+104
+0.3% +$10.2K 0.54% 53
2013
Q2 		$3.93M Buy
+39,714
New +$3.98M 0.57% 52

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bar Harbor Wealth Management's MCD Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its McDonald's (MCD) stake by 1.8% in Q2 2026, selling an estimated $73.7K and leaving 14,069 shares worth $3.8M. The position accounts for 0.2% of the portfolio, ranked #98.

Bar Harbor Wealth Management first reported a position in MCD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.52M in Q2 2023. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Bar Harbor Wealth Management held 14,069 shares of McDonald's worth $3.8M as of Q2 2026.
  • Bar Harbor Wealth Management sold 257 McDonald's shares in Q2 2026, an estimated $73.7K.
  • McDonald's made up 0.2% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Bar Harbor Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's McDonald's position peaked at $5.52M in Q2 2023.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.