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Barrett & Company’s McDonald's MCD Stock Holding History

Barrett & Company’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 		$191K Hold
705
– – 0.05% 172
2026
Q1 		$219K Hold
705
– – 0.08% 139
2025
Q4 		$215K Hold
705
– – 0.07% 148
2025
Q3 		$214K Sell
705
-183
-21% -$55.7K 0.07% 145
2025
Q2 		$260K Buy
888
+184
+26% +$56.7K 0.1% 129
2025
Q1 		$220K Hold
704
– – 0.09% 129
2024
Q4 		$204K Buy
704
+11
+2% +$3.28K 0.09% 138
2024
Q3 		$211K Buy
693
+1
+0.1% +$276 0.09% 133
2024
Q2 		$176K Hold
692
– – 0.08% 141
2024
Q1 		$195K Buy
692
+6
+0.9% +$1.75K 0.09% 132
2023
Q4 		$203K Sell
686
-30
-4% -$8.16K 0.11% 131
2023
Q3 		$189K Buy
716
+1
+0.1% +$285 0.11% 127
2023
Q2 		$213K Buy
715
+275
+63% +$79.9K 0.12% 126
2023
Q1 		$123K Hold
440
– – 0.08% 157
2022
Q4 		$116K Hold
440
– – 0.08% 151
2022
Q3 		$116K Buy
+440
New +$112K 0.08% 151

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barrett & Company's MCD Position: Q2 2026 in Review

Barrett & Company held its McDonald's (MCD) position steady in Q2 2026 at 705 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #172.

Barrett & Company first reported a position in MCD in Q3 2022 and has held it in 16 quarters since. The position peaked at $260K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Barrett & Company held 705 shares of McDonald's worth $191K as of Q2 2026.
  • Barrett & Company left its McDonald's share count unchanged in Q2 2026.
  • McDonald's made up 0.05% of Barrett & Company's portfolio in Q2 2026, its #172 holding.
  • Barrett & Company first reported a position in McDonald's in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's McDonald's position peaked at $260K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.