Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s McDonald's MCD Stock Holding History

Hazlett, Burt & Watson’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 		$155K Buy
670
+31
+5% +$8.16K 0.04% 289
2026
Q2 		$174K Sell
639
-36
-5% -$10.3K 0.05% 291
2026
Q1 		$210K Buy
675
+50
+8% +$15.9K 0.07% 242
2025
Q4 		$192K Hold
625
– – 0.06% 255
2025
Q3 		$190K Sell
625
-55
-8% -$16.7K 0.07% 232
2025
Q2 		$198K Buy
680
+171
+34% +$52.7K 0.08% 204
2025
Q1 		$158K Buy
509
+1
+0.2% +$299 0.07% 225
2024
Q4 		$147K Hold
508
– – 0.07% 236
2024
Q3 		$155K Sell
508
-254
-33% -$70K 0.07% 228
2024
Q2 		$193K Sell
762
-153
-17% -$40.6K 0.1% 186
2024
Q1 		$256K Buy
915
+71
+8% +$20.6K 0.15% 144
2023
Q4 		$250K Buy
844
+247
+41% +$67.2K 0.17% 128
2023
Q3 		$157K Buy
597
+11
+2% +$3.14K 0.12% 168
2023
Q2 		$176K Sell
586
-36
-6% -$10.5K 0.13% 153
2023
Q1 		$172K Buy
622
+37
+6% +$9.9K 0.14% 135
2022
Q4 		$154K Buy
585
+40
+7% +$10.6K 0.14% 144
2022
Q3 		$126K Sell
545
-9
-2% -$2.3K 0.12% 158
2022
Q2 		$138K Buy
554
+35
+7% +$8.62K 0.13% 165
2022
Q1 		$129K Buy
+519
New +$129K 0.1% 184

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hazlett, Burt & Watson's MCD Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its McDonald's (MCD) stake by 4.9% in Q3 2026, buying an estimated $8.16K and bringing the position to 670 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #289.

Hazlett, Burt & Watson first reported a position in MCD in Q1 2022 and has held it in 19 quarters since. The position peaked at $256K in Q1 2024. 2,151 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Hazlett, Burt & Watson held 670 shares of McDonald's worth $155K as of Q3 2026.
  • Hazlett, Burt & Watson bought 31 McDonald's shares in Q3 2026, an estimated $8.16K.
  • McDonald's made up 0.04% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #289 holding.
  • Hazlett, Burt & Watson first reported a position in McDonald's in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's McDonald's position peaked at $256K in Q1 2024.
  • 2,151 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.