Baltimore-Washington Financial Advisors’s McDonald's MCD Stock Holding History

Baltimore-Washington Financial Advisors’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	$250K	Buy	924 +148	+19%	+$42.4K	0.01%	184
2026 Q1	$241K	Sell	776 -11	-1%	-$3.5K	0.01%	174
2025 Q4	$241K	Sell	787 -53	-6%	-$16.2K	0.01%	175
2025 Q3	$255K	Buy	+840	New	+$256K	0.01%	156
2023 Q3	–	Sell	-846	Closed	-$253K	–	147
2023 Q2	$253K	Sell	846 -12	-1%	-$3.49K	0.02%	124
2023 Q1	$240K	Buy	+858	New	+$230K	0.02%	130
2014 Q4	–	Sell	-5	Closed	–	–	291
2014 Q3	$0	Sell	5 -195	-98%	-$18.6K	﹤0.01%	316
2014 Q2	$20K	Hold	200	–	–	0.01%	212
2014 Q1	$20K	Hold	200	–	–	0.01%	181
2013 Q4	$19K	Hold	200	–	–	0.01%	208
2013 Q3	$19K	Hold	200	–	–	0.01%	158
2013 Q2	$20K	Buy	+200	New	+$20K	0.01%	137

Other funds holding MCD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baltimore-Washington Financial Advisors's MCD Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its McDonald's (MCD) stake by 19% in Q2 2026, buying an estimated $42.4K and bringing the position to 924 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #184.

Baltimore-Washington Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $255K in Q3 2025. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Baltimore-Washington Financial Advisors held 924 shares of McDonald's worth $250K as of Q2 2026.
Baltimore-Washington Financial Advisors bought 148 McDonald's shares in Q2 2026, an estimated $42.4K.
McDonald's made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #184 holding.
Baltimore-Washington Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Baltimore-Washington Financial Advisors's McDonald's position peaked at $255K in Q3 2025.
3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.