Barnes Pettey Financial Advisors’s McDonald's MCD Stock Holding History

Barnes Pettey Financial Advisors’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	$295K	Buy	1,092 +14	+1%	+$4.01K	0.09%	139
2026 Q1	$335K	Buy	1,078 +158	+17%	+$50.3K	0.15%	118
2025 Q4	$281K	Hold	920	–	–	0.14%	115
2025 Q3	$280K	Hold	920	–	–	0.15%	107
2025 Q2	$269K	Hold	920	–	–	0.18%	87
2025 Q1	$287K	Sell	920 -20	-2%	-$5.98K	0.22%	76
2024 Q4	$272K	Hold	940	–	–	0.21%	80
2024 Q3	$286K	Hold	940	–	–	0.23%	74
2024 Q2	$240K	Hold	940	–	–	0.21%	79
2024 Q1	$265K	Buy	940 +130	+16%	+$37.8K	0.23%	75
2023 Q4	$240K	Sell	810 -180	-18%	-$49K	0.2%	87
2023 Q3	$261K	Hold	990	–	–	0.24%	76
2023 Q2	$295K	Buy	990 +15	+2%	+$4.36K	0.26%	71
2023 Q1	$273K	Hold	975	–	–	0.26%	80
2022 Q4	$257K	Buy	975 +20	+2%	+$5.28K	0.27%	83
2022 Q3	$220K	Sell	955 -190	-17%	-$48.6K	0.3%	81
2022 Q2	$283K	Sell	1,145 -76	-6%	-$18.7K	0.37%	68
2022 Q1	$302K	Hold	1,221	–	–	0.37%	66
2021 Q4	$327K	Buy	+1,221	New	+$308K	0.38%	64

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

Barnes Pettey Financial Advisors's MCD Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its McDonald's (MCD) stake by 1.3% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,092 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #139.

Barnes Pettey Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 19 quarters since. The position peaked at $335K in Q1 2026. 1,682 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Barnes Pettey Financial Advisors held 1,092 shares of McDonald's worth $295K as of Q2 2026.
Barnes Pettey Financial Advisors bought 14 McDonald's shares in Q2 2026, an estimated $4.01K.
McDonald's made up 0.09% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #139 holding.
Barnes Pettey Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 19 quarters since.
Barnes Pettey Financial Advisors's McDonald's position peaked at $335K in Q1 2026.
1,682 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.