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 Q3	$165K	Buy	714 +9	+1%	+$2.37K	0.05%	173
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%	+$1.74K	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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Barrett & Company's MCD Position: Q3 2026 in Review

Barrett & Company increased its McDonald's (MCD) stake by 1.3% in Q3 2026, buying an estimated $2.37K and bringing the position to 714 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #173.

Barrett & Company first reported a position in MCD in Q3 2022 and has held it in 17 quarters since. The position peaked at $260K in Q2 2025. 1,046 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

Barrett & Company held 714 shares of McDonald's worth $165K as of Q3 2026.
Barrett & Company bought 9 McDonald's shares in Q3 2026, an estimated $2.37K.
McDonald's made up 0.05% of Barrett & Company's portfolio in Q3 2026, its #173 holding.
Barrett & Company first reported a position in McDonald's in Q3 2022 and has held it in 17 quarters since.
Barrett & Company's McDonald's position peaked at $260K in Q2 2025.
1,046 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.