Barnes Dennig Private Wealth Management’s McDonald's MCD Stock Holding History

Barnes Dennig Private 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	$189K	Hold	698	–	–	0.15%	91
2026 Q1	$217K	Hold	698	–	–	0.21%	67
2025 Q4	$213K	Hold	698	–	–	0.21%	64
2025 Q3	$212K	Sell	698 -12	-2%	-$3.65K	0.23%	60
2025 Q2	$207K	Buy	710 +12	+2%	+$3.7K	0.25%	55
2025 Q1	$218K	Buy	+698	New	+$209K	0.33%	40

Other funds holding MCD

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MCD Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its McDonald's (MCD) position steady in Q2 2026 at 698 shares worth $189K. The position accounts for 0.15% of the portfolio, ranked #91.

Barnes Dennig Private Wealth Management first reported a position in MCD in Q1 2025 and has held it in 6 quarters since. The position peaked at $218K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Barnes Dennig Private Wealth Management held 698 shares of McDonald's worth $189K as of Q2 2026.
Barnes Dennig Private Wealth Management left its McDonald's share count unchanged in Q2 2026.
McDonald's made up 0.15% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #91 holding.
Barnes Dennig Private Wealth Management first reported a position in McDonald's in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's McDonald's position peaked at $218K in Q1 2025.
1,393 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.