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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Barrett & Company's MCD Position: Q1 2026 in Review

Barrett & Company held its McDonald's (MCD) position steady in Q1 2026 at 705 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #139.

Barrett & Company first reported a position in MCD in Q3 2022 and has held it in 15 quarters since. The position peaked at $260K in Q2 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Barrett & Company held 705 shares of McDonald's worth $219K as of Q1 2026.
Barrett & Company left its McDonald's share count unchanged in Q1 2026.
McDonald's made up 0.08% of Barrett & Company's portfolio in Q1 2026, its #139 holding.
Barrett & Company first reported a position in McDonald's in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's McDonald's position peaked at $260K in Q2 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.