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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Bare Financial Services's MCD Position: Q1 2026 in Review

Bare Financial Services increased its McDonald's (MCD) stake by 19% in Q1 2026, buying an estimated $3.82K and bringing the position to 75 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #124.

Bare Financial Services first reported a position in MCD in Q1 2025 and has held it in 5 quarters since. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bare Financial Services held 75 shares of McDonald's worth $23.3K as of Q1 2026.
  • Bare Financial Services bought 12 McDonald's shares in Q1 2026, an estimated $3.82K.
  • McDonald's made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #124 holding.
  • Bare Financial Services first reported a position in McDonald's in Q1 2025 and has held it in 5 quarters since.
  • 3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.