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 Q3	$1.29M	Hold	5,534	–	–	0.13%	45
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barlow Wealth Partners's MCD Position: Q3 2026 in Review

Barlow Wealth Partners held its McDonald's (MCD) position steady in Q3 2026 at 5,534 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #45.

Barlow Wealth Partners first reported a position in MCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q1 2025. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Barlow Wealth Partners held 5,534 shares of McDonald's worth $1.29M as of Q3 2026.
Barlow Wealth Partners left its McDonald's share count unchanged in Q3 2026.
McDonald's made up 0.13% of Barlow Wealth Partners's portfolio in Q3 2026, its #45 holding.
Barlow Wealth Partners first reported a position in McDonald's in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's McDonald's position peaked at $1.77M in Q1 2025.
2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.