Bailard’s McDonald's MCD Stock Holding History

Bailard’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	$11.5M	Sell	36,873 -1,045	-3%	-$333K	0.26%	86
2025 Q4	$11.6M	Buy	37,918 +637	+2%	+$195K	0.26%	85
2025 Q3	$11.3M	Sell	37,281 -268	-0.7%	-$81.6K	0.25%	86
2025 Q2	$11M	Buy	37,549 +488	+1%	+$150K	0.26%	86
2025 Q1	$11.6M	Sell	37,061 -44	-0.1%	-$13.2K	0.3%	74
2024 Q4	$10.8M	Buy	37,105 +1,161	+3%	+$346K	0.27%	83
2024 Q3	$10.9M	Buy	35,944 +206	+0.6%	+$56.8K	0.28%	86
2024 Q2	$9.11M	Sell	35,738 -285	-0.8%	-$75.6K	0.25%	89
2024 Q1	$10.2M	Sell	36,023 -206	-0.6%	-$59.9K	0.28%	83
2023 Q4	$10.7M	Sell	36,229 -189	-0.5%	-$51.4K	0.32%	72
2023 Q3	$9.59M	Sell	36,418 -1,115	-3%	-$318K	0.32%	73
2023 Q2	$11.2M	Sell	37,533 -1,240	-3%	-$360K	0.39%	58
2023 Q1	$10.8M	Buy	38,773 +523	+1%	+$140K	0.39%	60
2022 Q4	$10.1M	Sell	38,250 -447	-1%	-$118K	0.38%	59
2022 Q3	$8.93M	Buy	38,697 +181	+0.5%	+$46.3K	0.37%	59
2022 Q2	$9.51M	Buy	38,516 +8,749	+29%	+$2.15M	0.37%	61
2022 Q1	$7.36M	Buy	29,767 +25	+0.1%	+$6.23K	0.25%	93
2021 Q4	$7.97M	Buy	29,742 +158	+0.5%	+$39.9K	0.25%	90
2021 Q3	$7.13M	Hold	29,584	–	–	0.24%	97
2021 Q2	$6.83M	Sell	29,584 -1,105	-4%	-$257K	0.24%	99
2021 Q1	$6.88M	Buy	30,689 +25,786	+526%	+$5.51M	0.26%	88
2020 Q4	$1.05M	Sell	4,903 -425	-8%	-$92.4K	0.05%	213
2020 Q3	$1.17M	Sell	5,328 -1,621	-23%	-$333K	0.06%	185
2020 Q2	$1.28M	Buy	6,949 +454	+7%	+$83.2K	0.07%	178
2020 Q1	$1.07M	Hold	6,495	–	–	0.08%	163
2019 Q4	$1.28M	Buy	6,495 +117	+2%	+$23.2K	0.07%	180
2019 Q3	$1.37M	Buy	6,378 +1,167	+22%	+$250K	0.08%	184
2019 Q2	$1.08M	Hold	5,211	–	–	0.07%	217
2019 Q1	$990K	Buy	5,211 +138	+3%	+$25K	0.06%	227
2018 Q4	$901K	Buy	5,073 +700	+16%	+$124K	0.06%	224
2018 Q3	$732K	Buy	4,373 +218	+5%	+$34.9K	0.04%	253
2018 Q2	$651K	Sell	4,155 -1,058	-20%	-$172K	0.04%	286
2018 Q1	$815K	Sell	5,213 -260	-5%	-$42.8K	0.05%	239
2017 Q4	$942K	Sell	5,473 -84	-2%	-$14.1K	0.06%	239
2017 Q3	$871K	Sell	5,557 -461	-8%	-$72.3K	0.07%	175
2017 Q2	$922K	Buy	6,018 +297	+5%	+$42.9K	0.07%	178
2017 Q1	$741K	Sell	5,721 -1,309	-19%	-$164K	0.06%	191
2016 Q4	$856K	Sell	7,030 -345	-5%	-$40.5K	0.08%	171
2016 Q3	$851K	Buy	7,375 +800	+12%	+$94.8K	0.08%	174
2016 Q2	$791K	Buy	6,575 +2,539	+63%	+$318K	0.09%	170
2016 Q1	$507K	Buy	+4,036	New	+$482K	0.07%	152
2015 Q4	–	Sell	-3,683	Closed	-$363K	–	286
2015 Q3	$363K	Sell	3,683 -9	-0.2%	-$877	0.06%	170
2015 Q2	$351K	Sell	3,692 -541	-13%	-$52.3K	0.05%	182
2015 Q1	$412K	Sell	4,233 -126	-3%	-$12K	0.06%	162
2014 Q4	$408K	Sell	4,359 -65	-1%	-$6.08K	0.06%	164
2014 Q3	$419K	Sell	4,424 -150	-3%	-$14.3K	0.06%	146
2014 Q2	$461K	Sell	4,574 -637	-12%	-$64.3K	0.07%	137
2014 Q1	$511K	Sell	5,211 -391	-7%	-$37.4K	0.08%	128
2013 Q4	$544K	Sell	5,602 -2,190	-28%	-$210K	0.09%	128
2013 Q3	$750K	Sell	7,792 -21,680	-74%	-$2.12M	0.14%	118
2013 Q2	$2.92M	Buy	+29,472	New	+$2.95M	0.53%	32

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

Bailard's MCD Position: Q1 2026 in Review

Bailard reduced its McDonald's (MCD) stake by 2.8% in Q1 2026, selling an estimated $333K and leaving 36,873 shares worth $11.5M. The position accounts for 0.26% of the portfolio, ranked #86.

Bailard first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.6M in Q4 2025. 3,563 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

Bailard held 36,873 shares of McDonald's worth $11.5M as of Q1 2026.
Bailard sold 1,045 McDonald's shares in Q1 2026, an estimated $333K.
McDonald's made up 0.26% of Bailard's portfolio in Q1 2026, its #86 holding.
Bailard first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
Bailard's McDonald's position peaked at $11.6M in Q4 2025.
3,563 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.