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Halbert Hargrove Global Advisors’s McDonald's MCD Stock Holding History

Halbert Hargrove Global Advisors’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 		$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% -$9.56K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Halbert Hargrove Global Advisors's MCD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its McDonald's (MCD) stake by 0.75% in Q2 2026, buying an estimated $860 and bringing the position to 403 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Halbert Hargrove Global Advisors first reported a position in MCD in Q1 2015 and has held it in 36 quarters since. The position peaked at $885K in Q1 2023. 1,629 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 403 shares of McDonald's worth $109K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 3 McDonald's shares in Q2 2026, an estimated $860.
  • McDonald's made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #148 holding.
  • Halbert Hargrove Global Advisors first reported a position in McDonald's in Q1 2015 and has held it in 36 quarters since.
  • Halbert Hargrove Global Advisors's McDonald's position peaked at $885K in Q1 2023.
  • 1,629 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.