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Baldwin Wealth Partners’s McDonald's MCD Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-757
Closed -$235K – 241
2026
Q1 		$235K Sell
757
-238
-24% -$75.8K 0.02% 199
2025
Q4 		$304K Hold
995
– – 0.02% 199
2025
Q3 		$302K Sell
995
-2
-0.2% -$609 0.02% 195
2025
Q2 		$291K Sell
997
-202
-17% -$62.3K 0.02% 186
2025
Q1 		$375K Sell
1,199
-1
-0.1% -$299 0.03% 165
2024
Q4 		$348K Sell
1,200
-17
-1% -$5.07K 0.02% 178
2024
Q3 		$371K Buy
1,217
+653
+116% +$180K 0.03% 240
2024
Q2 		$144K Buy
564
+16
+3% +$4.25K 0.01% 228
2024
Q1 		$155K Sell
548
-1,739
-76% -$506K 0.01% 230
2023
Q4 		$678K Sell
2,287
-133
-5% -$36.2K 0.05% 122
2023
Q3 		$638K Hold
2,420
– – 0.05% 129
2023
Q2 		$722K Buy
2,420
+132
+6% +$38.4K 0.06% 129
2023
Q1 		$640K Hold
2,288
– – 0.06% 135
2022
Q4 		$603K Buy
2,288
+780
+52% +$206K 0.05% 138
2022
Q3 		$348K Hold
1,508
– – 0.05% 127
2022
Q2 		$372K Hold
1,508
– – 0.05% 133
2022
Q1 		$372K Buy
1,508
+140
+10% +$34.9K 0.04% 144
2021
Q4 		$366K Buy
1,368
+60
+5% +$15.1K 0.04% 153
2021
Q3 		$315K Hold
1,308
– – 0.04% 156
2021
Q2 		$302K Hold
1,308
– – 0.03% 157
2021
Q1 		$293K Buy
1,308
+27
+2% +$5.77K 0.03% 146
2020
Q4 		$275K Buy
1,281
+70
+6% +$15.2K 0.03% 148
2020
Q3 		$266K Hold
1,211
– – 0.04% 141
2020
Q2 		$224K Hold
1,211
– – 0.03% 148
2020
Q1 		$200K Hold
1,211
– – 0.04% 145
2019
Q4 		$240K Hold
1,211
– – 0.03% 166
2019
Q3 		$260K Hold
1,211
– – 0.04% 151
2019
Q2 		$251K Sell
1,211
-154
-11% -$30.5K 0.04% 184
2019
Q1 		$259K Sell
1,365
-59
-4% -$10.7K 0.04% 182
2018
Q4 		$253K Buy
1,424
+134
+10% +$23.8K 0.04% 174
2018
Q3 		$216K Buy
1,290
+1,043
+422% +$167K 0.03% 198
2018
Q2 		$39K Buy
247
+75
+44% +$12.2K 0.01% 339
2018
Q1 		$27K Sell
172
-100
-37% -$16.5K ﹤0.01% 358
2017
Q4 		$47K Hold
272
– – 0.01% 309
2017
Q3 		$43K Hold
272
– – 0.01% 302
2017
Q2 		$42K Hold
272
– – 0.01% 312
2017
Q1 		$35K Buy
272
+100
+58% +$12.5K 0.01% 325
2016
Q4 		$21K Hold
172
– – ﹤0.01% 365
2016
Q3 		$20K Sell
172
-975
-85% -$116K ﹤0.01% 386
2016
Q2 		$138K Buy
1,147
+1,141
+19,017% +$143K 0.03% 185
2016
Q1 		$1K Buy
+6
New +$717 ﹤0.01% 477
2014
Q3 		– Sell
-2,831
Closed -$285K – 269
2014
Q2 		$285K Buy
2,831
+160
+6% +$16.2K 0.04% 204
2014
Q1 		$262K Hold
2,671
– – 0.04% 205
2013
Q4 		$259K Sell
2,671
-587
-18% -$56.4K 0.04% 206
2013
Q3 		$313K Sell
3,258
-47
-1% -$4.59K 0.06% 186
2013
Q2 		$327K Buy
+3,305
New +$331K 0.06% 173

Other funds holding MCD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Baldwin Wealth Partners's MCD Position: Q2 2026 in Review

Baldwin Wealth Partners sold out of McDonald's (MCD) in Q2 2026, closing a stake of 757 shares — an estimated $235K sold.

Baldwin Wealth Partners first reported a position in MCD in Q2 2013 and held it in 46 quarters. The position peaked at $722K in Q2 2023. 1,613 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Baldwin Wealth Partners reported no remaining McDonald's position as of Q2 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 757 McDonald's shares in Q2 2026, an estimated $235K.
  • Baldwin Wealth Partners first reported a position in McDonald's in Q2 2013 and held it in 46 quarters.
  • Baldwin Wealth Partners's McDonald's position peaked at $722K in Q2 2023.
  • 1,613 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.