Bare Financial Services’s McDonald's MCD Stock Holding History

Bare Financial Services’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	$30K	Buy	111 +36	+48%	+$10.3K	0.01%	151
2026 Q1	$23.3K	Buy	75 +12	+19%	+$3.82K	0.01%	124
2025 Q4	$19.3K	Buy	63 +6	+11%	+$1.84K	0.01%	130
2025 Q3	$17.3K	Buy	57 +13	+30%	+$3.96K	0.01%	137
2025 Q2	$12.9K	Buy	44 +34	+340%	+$10.5K	﹤0.01%	139
2025 Q1	$3.12K	Buy	+10	New	+$2.99K	﹤0.01%	161

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

Bare Financial Services's MCD Position: Q2 2026 in Review

Bare Financial Services increased its McDonald's (MCD) stake by 48% in Q2 2026, buying an estimated $10.3K and bringing the position to 111 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #151.

Bare Financial Services first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bare Financial Services held 111 shares of McDonald's worth $30K as of Q2 2026.
Bare Financial Services bought 36 McDonald's shares in Q2 2026, an estimated $10.3K.
McDonald's made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #151 holding.
Bare Financial Services first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.