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Baker Tilly Wealth Management’s McDonald's MCD Stock Holding History

Baker Tilly Wealth 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
Q3 		$295K Buy
1,275
+435
+52% +$114K 0.06% 235
2026
Q2 		$227K Sell
840
-654
-44% -$188K 0.05% 262
2026
Q1 		$464K Buy
1,494
+41
+3% +$13.1K 0.11% 167
2025
Q4 		$444K Buy
1,453
+132
+10% +$40.4K 0.11% 174
2025
Q3 		$401K Buy
1,321
+21
+2% +$6.39K 0.09% 180
2025
Q2 		$380K Sell
1,300
-29
-2% -$8.94K 0.14% 159
2025
Q1 		$415K Buy
1,329
+257
+24% +$76.9K 0.16% 138
2024
Q4 		$311K Sell
1,072
-378
-26% -$113K 0.12% 184
2024
Q3 		$442K Sell
1,450
-181
-11% -$49.9K 0.2% 126
2024
Q2 		$416K Sell
1,631
-3,085
-65% -$818K 0.17% 147
2024
Q1 		$1.33M Sell
4,716
-638
-12% -$186K 0.24% 95
2023
Q4 		$1.59M Sell
5,354
-308
-5% -$83.8K 0.26% 85
2023
Q3 		$1.49M Sell
5,662
-880
-13% -$251K 0.25% 87
2023
Q2 		$1.95M Sell
6,542
-322
-5% -$93.6K 0.21% 104
2023
Q1 		$1.92M Buy
6,864
+424
+7% +$114K 0.22% 104
2022
Q4 		$1.7M Sell
6,440
-144
-2% -$38K 0.21% 115
2022
Q3 		$1.52M Buy
6,584
+179
+3% +$45.8K 0.21% 100
2022
Q2 		$1.58M Sell
6,405
-54
-0.8% -$13.3K 0.21% 102
2022
Q1 		$1.6M Sell
6,459
-1,773
-22% -$442K 0.18% 115
2021
Q4 		$2.21M Buy
8,232
+1,530
+23% +$386K 0.24% 84
2021
Q3 		$1.62M Buy
6,702
+602
+10% +$144K 0.21% 94
2021
Q2 		$1.41M Buy
6,100
+503
+9% +$117K 0.23% 92
2021
Q1 		$1.25M Buy
5,597
+1,086
+24% +$232K 0.26% 97
2020
Q4 		$968K Buy
+4,511
New +$981K 0.3% 84

Other funds holding MCD

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Baker Tilly Wealth Management's MCD Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its McDonald's (MCD) stake by 52% in Q3 2026, buying an estimated $114K and bringing the position to 1,275 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #235.

Baker Tilly Wealth Management first reported a position in MCD in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.21M in Q4 2021. 179 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Baker Tilly Wealth Management held 1,275 shares of McDonald's worth $295K as of Q3 2026.
  • Baker Tilly Wealth Management bought 435 McDonald's shares in Q3 2026, an estimated $114K.
  • McDonald's made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #235 holding.
  • Baker Tilly Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's McDonald's position peaked at $2.21M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.