Barlow Wealth Partners’s McDonald's MCD Stock Holding History

Barlow Wealth Partners’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	$1.54M	Hold	5,534	–	–	0.17%	46
2026 Q1	$1.72M	Hold	5,534	–	–	0.19%	43
2025 Q4	$1.7M	Hold	5,534	–	–	0.18%	44
2025 Q3	$1.72M	Hold	5,534	–	–	0.19%	43
2025 Q2	$1.63M	Sell	5,534 -65	-1%	-$20K	0.2%	47
2025 Q1	$1.77M	Buy	5,599 +400	+8%	+$120K	0.23%	45
2024 Q4	$1.47M	Buy	5,199 +11	+0.2%	+$3.28K	0.19%	48
2024 Q3	$1.56M	Hold	5,188	–	–	0.2%	56
2024 Q2	$1.31M	Buy	5,188 +502	+11%	+$133K	0.18%	60
2024 Q1	$1.25M	Sell	4,686 -75	-2%	-$21.8K	0.17%	63
2023 Q4	$1.41M	Buy	+4,761	New	+$1.3M	0.2%	58

Other funds holding MCD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Barlow Wealth Partners's MCD Position: Q2 2026 in Review

Barlow Wealth Partners held its McDonald's (MCD) position steady in Q2 2026 at 5,534 shares worth $1.54M. The position accounts for 0.17% of the portfolio, ranked #46.

Barlow Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77M in Q1 2025. 1,684 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Barlow Wealth Partners held 5,534 shares of McDonald's worth $1.54M as of Q2 2026.
Barlow Wealth Partners left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.17% of Barlow Wealth Partners's portfolio in Q2 2026, its #46 holding.
Barlow Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's McDonald's position peaked at $1.77M in Q1 2025.
1,684 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.