Bank Julius Baer & Co
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Bank Julius Baer & Co’s McDonald's MCD Stock Holding History

Bank Julius Baer & Co’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 		$63.2M Buy
203,621
+38,843
+24% +$12.4M 0.19% 102
2025
Q4 		$50.4M Buy
164,778
+2,572
+2% +$788K 0.14% 114
2025
Q3 		$49.3M Buy
162,206
+11,828
+8% +$3.6M 0.14% 109
2025
Q2 		$43.9M Buy
150,378
+10,449
+7% +$3.22M 0.13% 111
2025
Q1 		$43.7M Buy
139,929
+14,136
+11% +$4.23M 0.14% 109
2024
Q4 		$40M Buy
125,793
+1,099
+0.9% +$328K 0.12% 115
2024
Q3 		$44.5M Sell
124,694
-47,083
-27% -$13M 0.15% 94
2024
Q2 		$48.5M Sell
171,777
-19,304
-10% -$5.12M 0.19% 81
2024
Q1 		$53.7M Sell
191,081
-318,212
-62% -$92.5M 0.21% 88
2023
Q4 		$151M Buy
509,293
+38,092
+8% +$10.4M 0.64% 38
2023
Q3 		$124M Buy
471,201
+14,130
+3% +$4.03M 0.72% 34
2023
Q2 		$136M Buy
457,071
+24,200
+6% +$7.03M 0.81% 30
2023
Q1 		$121M Buy
432,871
+12,663
+3% +$3.39M 0.77% 32
2022
Q4 		$111M Sell
420,208
-8,912
-2% -$2.35M 0.76% 33
2022
Q3 		$99M Sell
429,120
-15,659
-4% -$4M 0.75% 36
2022
Q2 		$110M Sell
444,779
-20,744
-4% -$5.11M 0.77% 34
2022
Q1 		$115M Buy
465,523
+7,346
+2% +$1.83M 0.69% 39
2021
Q4 		$123M Buy
458,177
+11,108
+2% +$2.8M 0.66% 36
2021
Q3 		$108M Buy
447,069
+20,531
+5% +$4.9M 0.67% 36
2021
Q2 		$98.5M Buy
426,538
+246,195
+137% +$57.3M 0.63% 39
2021
Q1 		$40.4M Buy
180,343
+3,038
+2% +$650K 0.3% 73
2020
Q4 		$38M Buy
177,305
+4,478
+3% +$974K 0.31% 64
2020
Q3 		$37.9M Buy
172,827
+4,453
+3% +$914K 0.37% 59
2020
Q2 		$31.1M Buy
168,374
+2,207
+1% +$405K 0.36% 64
2020
Q1 		$27.5M Buy
+166,167
New +$32.7M 0.64% 46

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

Bank Julius Baer & Co's MCD Position: Q1 2026 in Review

Bank Julius Baer & Co increased its McDonald's (MCD) stake by 24% in Q1 2026, buying an estimated $12.4M and bringing the position to 203,621 shares worth $63.2M. The position accounts for 0.19% of the portfolio, ranked #102.

Bank Julius Baer & Co first reported a position in MCD in Q1 2020 and has held it in 25 quarters since. The position peaked at $151M in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Bank Julius Baer & Co held 203,621 shares of McDonald's worth $63.2M as of Q1 2026.
  • Bank Julius Baer & Co bought 38,843 McDonald's shares in Q1 2026, an estimated $12.4M.
  • McDonald's made up 0.19% of Bank Julius Baer & Co's portfolio in Q1 2026, its #102 holding.
  • Bank Julius Baer & Co first reported a position in McDonald's in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's McDonald's position peaked at $151M in Q4 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.