MCD — MCDONALDS CORP

Ownership history in Blue Barn Wealth, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Blue Barn Wealth, LLC reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2022 Q2)
Avg. % of fund
0.17%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 891 +23 +2.6% 0.12% $271K $300.40
2025 Q2 REDUCED 868 -29 -3.2% 0.12% $254K $287.18
2025 Q1 ADDED 897 +26 +3.0% 0.15% $280K $305.31
2024 Q4 ADDED 871 +36 +4.3% 0.13% $252K $281.71
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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