Halbert Hargrove Global Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $92.4K | Sell |
400
-3
| -0.7% | -$790 | ﹤0.01% | 154 |
|
|
2026
Q2 | $109K | Buy |
403
+3
| +0.8% | +$860 | ﹤0.01% | 148 |
|
|
2026
Q1 | $124K | Sell |
400
-47
| -11% | -$15K | 0.01% | 124 |
|
|
2025
Q4 | $137K | Sell |
447
-46
| -9% | -$14.1K | 0.01% | 117 |
|
|
2025
Q3 | $150K | Buy |
493
+384
| +352% | +$117K | 0.01% | 117 |
|
|
2025
Q2 | $31.8K | Buy |
109
+105
| +2,625% | +$32.4K | ﹤0.01% | 169 |
|
|
2025
Q1 | $1.28K | Buy |
+4
| New | +$1.2K | ﹤0.01% | 431 |
|
|
2024
Q1 | – | Sell |
-1,612
| Closed | -$478K | – | 112 |
|
|
2023
Q4 | $478K | Buy |
1,612
+14
| +0.9% | +$3.81K | 0.03% | 61 |
|
|
2023
Q3 | $421K | Buy |
1,598
+9
| +0.6% | +$2.57K | 0.03% | 61 |
|
|
2023
Q2 | $474K | Sell |
1,589
-1,575
| -50% | -$458K | 0.03% | 54 |
|
|
2023
Q1 | $885K | Buy |
3,164
+117
| +4% | +$31.3K | 0.06% | 53 |
|
|
2022
Q4 | $803K | Sell |
3,047
-50
| -2% | -$13.2K | 0.06% | 53 |
|
|
2022
Q3 | $715K | Buy |
3,097
+132
| +4% | +$33.7K | 0.06% | 60 |
|
|
2022
Q2 | $732K | Buy |
2,965
+81
| +3% | +$19.9K | 0.05% | 60 |
|
|
2022
Q1 | $714K | Sell |
2,884
-125
| -4% | -$31.1K | 0.05% | 67 |
|
|
2021
Q4 | $807K | Sell |
3,009
-41
| -1% | -$10.4K | 0.05% | 62 |
|
|
2021
Q3 | $735K | Sell |
3,050
-203
| -6% | -$48.5K | 0.05% | 53 |
|
|
2021
Q2 | $752K | Buy |
3,253
+327
| +11% | +$76.1K | 0.05% | 58 |
|
|
2021
Q1 | $655K | Buy |
2,926
+1,502
| +105% | +$321K | 0.05% | 56 |
|
|
2020
Q4 | $305K | Sell |
1,424
-1
| -0.1% | -$217 | 0.02% | 82 |
|
|
2020
Q3 | $312K | Buy |
1,425
+65
| +5% | +$13.3K | 0.03% | 70 |
|
|
2020
Q2 | $251K | Sell |
1,360
-6
| -0.4% | -$1.1K | 0.04% | 73 |
|
|
2020
Q1 | $226K | Buy |
1,366
+140
| +11% | +$27.6K | 0.04% | 69 |
|
|
2019
Q4 | $243K | Sell |
1,226
-26
| -2% | -$5.16K | 0.06% | 68 |
|
|
2019
Q3 | $269K | Sell |
1,252
-18
| -1% | -$3.86K | 0.07% | 64 |
|
|
2019
Q2 | $264K | Buy |
+1,270
| New | +$252K | 0.07% | 60 |
|
|
2019
Q1 | – | Sell |
-1,296
| Closed | -$230K | – | 65 |
|
|
2018
Q4 | $230K | Sell |
1,296
-20
| -2% | -$3.55K | 0.05% | 66 |
|
|
2018
Q3 | $220K | Sell |
1,316
-29
| -2% | -$4.65K | 0.06% | 69 |
|
|
2018
Q2 | $211K | Sell |
1,345
-7
| -0.5% | -$1.14K | 0.06% | 70 |
|
|
2018
Q1 | $211K | Sell |
1,352
-57
| -4% | -$9.38K | 0.06% | 65 |
|
|
2017
Q4 | $243K | Sell |
1,409
-45
| -3% | -$7.56K | 0.06% | 58 |
|
|
2017
Q3 | $228K | Sell |
1,454
-61
| -4% | -$9.6K | 0.06% | 60 |
|
|
2017
Q2 | $232K | Sell |
1,515
-380
| -20% | -$54.9K | 0.06% | 63 |
|
|
2017
Q1 | $246K | Buy |
+1,895
| New | +$238K | 0.06% | 68 |
|
|
2016
Q3 | – | Sell |
-1,750
| Closed | -$211K | – | 73 |
|
|
2016
Q2 | $211K | Buy |
+1,750
| New | +$219K | 0.06% | 70 |
|
|
2015
Q3 | – | Sell |
-2,954
| Closed | -$281K | – | 142 |
|
|
2015
Q2 | $281K | Sell |
2,954
-50
| -2% | -$4.84K | 0.07% | 146 |
|
|
2015
Q1 | $293K | Buy |
+3,004
| New | +$285K | 0.09% | 142 |
|
Other funds holding MCD
Halbert Hargrove Global Advisors's MCD Position: Q3 2026 in Review
Halbert Hargrove Global Advisors reduced its McDonald's (MCD) stake by 0.74% in Q3 2026, selling an estimated $790 and leaving 400 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #154.
Halbert Hargrove Global Advisors first reported a position in MCD in Q1 2015 and has held it in 37 quarters since. The position peaked at $885K in Q1 2023. 2,305 funds tracked by Wall St. Rank hold MCD as of Q3 2026.
- Halbert Hargrove Global Advisors held 400 shares of McDonald's worth $92.4K as of Q3 2026.
- Halbert Hargrove Global Advisors sold 3 McDonald's shares in Q3 2026, an estimated $790.
- McDonald's made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #154 holding.
- Halbert Hargrove Global Advisors first reported a position in McDonald's in Q1 2015 and has held it in 37 quarters since.
- Halbert Hargrove Global Advisors's McDonald's position peaked at $885K in Q1 2023.
- 2,305 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.
Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.