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 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%	+$9.91K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Hazlett, Burt & Watson's MCD Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its McDonald's (MCD) stake by 8% in Q1 2026, buying an estimated $15.9K and bringing the position to 675 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #242.

Hazlett, Burt & Watson first reported a position in MCD in Q1 2022 and has held it in 17 quarters since. The position peaked at $256K in Q1 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Hazlett, Burt & Watson held 675 shares of McDonald's worth $210K as of Q1 2026.
Hazlett, Burt & Watson bought 50 McDonald's shares in Q1 2026, an estimated $15.9K.
McDonald's made up 0.07% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #242 holding.
Hazlett, Burt & Watson first reported a position in McDonald's in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's McDonald's position peaked at $256K in Q1 2024.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.