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Baker Avenue Asset Management’s McDonald's MCD Stock Holding History

Baker Avenue Asset Management’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 		$1.16M Buy
3,739
+288
+8% +$91.8K 0.03% 259
2025
Q4 		$1.05M Buy
3,451
+139
+4% +$42.6K 0.02% 253
2025
Q3 		$1.01M Buy
3,312
+296
+10% +$90.1K 0.02% 254
2025
Q2 		$881K Sell
3,016
-23,775
-89% -$7.33M 0.03% 249
2025
Q1 		$8.37M Buy
26,791
+274
+1% +$82K 0.26% 86
2024
Q4 		$7.69M Sell
26,517
-43
-0.2% -$12.8K 0.24% 89
2024
Q3 		$8.09M Buy
26,560
+24,468
+1,170% +$6.74M 0.26% 80
2024
Q2 		$533K Sell
2,092
-34
-2% -$9.02K 0.02% 263
2024
Q1 		$599K Buy
2,126
+80
+4% +$23.3K 0.02% 248
2023
Q4 		$607K Sell
2,046
-14
-0.7% -$3.81K 0.03% 241
2023
Q3 		$543K Sell
2,060
-104
-5% -$29.7K 0.03% 252
2023
Q2 		$646K Buy
2,164
+22
+1% +$6.39K 0.03% 238
2023
Q1 		$599K Sell
2,142
-345
-14% -$92.4K 0.03% 242
2022
Q4 		$655K Buy
2,487
+70
+3% +$18.5K 0.04% 216
2022
Q3 		$558K Sell
2,417
-122
-5% -$31.2K 0.04% 221
2022
Q2 		$627K Buy
2,539
+710
+39% +$175K 0.04% 191
2022
Q1 		$452K Sell
1,829
-151
-8% -$37.6K 0.02% 227
2021
Q4 		$531K Buy
1,980
+152
+8% +$38.4K 0.03% 215
2021
Q3 		$440K Buy
1,828
+40
+2% +$9.55K 0.03% 192
2021
Q2 		$413K Buy
1,788
+711
+66% +$165K 0.02% 194
2021
Q1 		$241K Sell
1,077
-27
-2% -$5.77K 0.01% 218
2020
Q4 		$237K Sell
1,104
-302
-21% -$65.7K 0.02% 217
2020
Q3 		$308K Buy
1,406
+62
+5% +$12.7K 0.02% 187
2020
Q2 		$248K Buy
+1,344
New +$246K 0.02% 207
2020
Q1 		– Sell
-3,688
Closed -$728K – 237
2019
Q4 		$728K Sell
3,688
-179
-5% -$35.5K 0.05% 172
2019
Q3 		$830K Sell
3,867
-115
-3% -$24.7K 0.07% 148
2019
Q2 		$826K Buy
3,982
+17
+0.4% +$3.37K 0.07% 149
2019
Q1 		$752K Sell
3,965
-320
-7% -$58.1K 0.06% 152
2018
Q4 		$761K Sell
4,285
-3,961
-48% -$702K 0.08% 158
2018
Q3 		$1.38M Buy
8,246
+12
+0.1% +$1.92K 0.11% 131
2018
Q2 		$1.29M Buy
8,234
+1,468
+22% +$238K 0.11% 128
2018
Q1 		$1.06M Buy
6,766
+4,728
+232% +$778K 0.1% 147
2017
Q4 		$351K Buy
2,038
+200
+11% +$33.6K 0.03% 204
2017
Q3 		$288K Buy
1,838
+135
+8% +$21.2K 0.03% 198
2017
Q2 		$261K Buy
1,703
+47
+3% +$6.79K 0.03% 181
2017
Q1 		$215K Sell
1,656
-204
-11% -$25.6K 0.03% 192
2016
Q4 		$226K Buy
+1,860
New +$218K 0.03% 190
2016
Q2 		– Sell
-33,350
Closed -$4.19M – 191
2016
Q1 		$4.19M Sell
33,350
-1,765
-5% -$211K 0.64% 48
2015
Q4 		$4.15M Buy
35,115
+4,445
+14% +$497K 0.6% 51
2015
Q3 		$3.02M Buy
+30,670
New +$2.99M 0.53% 52

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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

Baker Avenue Asset Management's MCD Position: Q1 2026 in Review

Baker Avenue Asset Management increased its McDonald's (MCD) stake by 8.3% in Q1 2026, buying an estimated $91.8K and bringing the position to 3,739 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #259.

Baker Avenue Asset Management first reported a position in MCD in Q3 2015 and has held it in 40 quarters since. The position peaked at $8.37M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Baker Avenue Asset Management held 3,739 shares of McDonald's worth $1.16M as of Q1 2026.
  • Baker Avenue Asset Management bought 288 McDonald's shares in Q1 2026, an estimated $91.8K.
  • McDonald's made up 0.03% of Baker Avenue Asset Management's portfolio in Q1 2026, its #259 holding.
  • Baker Avenue Asset Management first reported a position in McDonald's in Q3 2015 and has held it in 40 quarters since.
  • Baker Avenue Asset Management's McDonald's position peaked at $8.37M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.