BBW
MCD icon

Blue Barn Wealth’s McDonald's MCD Stock Holding History

Blue Barn Wealth’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
2025
Q4 		– Sell
-891
Closed -$271K – 110
2025
Q3 		$271K Buy
891
+23
+3% +$7K 0.12% 123
2025
Q2 		$254K Sell
868
-29
-3% -$8.94K 0.12% 130
2025
Q1 		$280K Buy
897
+26
+3% +$7.78K 0.15% 106
2024
Q4 		$252K Buy
871
+36
+4% +$10.7K 0.13% 112
2024
Q3 		$254K Sell
835
-9
-1% -$2.48K 0.13% 120
2024
Q2 		$215K Buy
844
+117
+16% +$31K 0.12% 122
2024
Q1 		$205K Sell
727
-211
-22% -$61.4K 0.11% 127
2023
Q4 		$278K Sell
938
-107
-10% -$29.1K 0.17% 88
2023
Q3 		$275K Buy
1,045
+34
+3% +$9.7K 0.18% 90
2023
Q2 		$302K Sell
1,011
-247
-20% -$71.8K 0.2% 87
2023
Q1 		$352K Sell
1,258
-82
-6% -$22K 0.22% 79
2022
Q4 		$353K Buy
1,340
+17
+1% +$4.49K 0.23% 71
2022
Q3 		$305K Buy
1,323
+52
+4% +$13.3K 0.22% 72
2022
Q2 		$314K Buy
1,271
+1
+0.1% +$246 0.24% 70
2022
Q1 		$314K Buy
1,270
+22
+2% +$5.48K 0.22% 77
2021
Q4 		$335K Buy
1,248
+375
+43% +$94.7K 0.23% 73
2021
Q3 		$210K Buy
+873
New +$208K 0.18% 102

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Blue Barn Wealth's MCD Position: Q4 2025 in Review

Blue Barn Wealth sold out of McDonald's (MCD) in Q4 2025, closing a stake of 891 shares — an estimated $271K sold.

Blue Barn Wealth first reported a position in MCD in Q3 2021 and held it in 17 quarters. The position peaked at $353K in Q4 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Blue Barn Wealth reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 891 McDonald's shares in Q4 2025, an estimated $271K.
  • Blue Barn Wealth first reported a position in McDonald's in Q3 2021 and held it in 17 quarters.
  • Blue Barn Wealth's McDonald's position peaked at $353K in Q4 2022.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.