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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Tilly Wealth Management's MCD Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its McDonald's (MCD) stake by 44% in Q2 2026, selling an estimated $188K and leaving 840 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #262.

Baker Tilly Wealth Management first reported a position in MCD in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2021. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Baker Tilly Wealth Management held 840 shares of McDonald's worth $227K as of Q2 2026.
  • Baker Tilly Wealth Management sold 654 McDonald's shares in Q2 2026, an estimated $188K.
  • McDonald's made up 0.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Baker Tilly Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's McDonald's position peaked at $2.21M in Q4 2021.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.