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Baron Silver Stevens Financial Advisors’s McDonald's MCD Stock Holding History

Baron Silver Stevens 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
Q1 		$693K Sell
2,230
-51
-2% -$16.2K 0.1% 74
2025
Q4 		$697K Sell
2,281
-43
-2% -$13.2K 0.1% 74
2025
Q3 		$706K Sell
2,324
-52
-2% -$15.8K 0.1% 72
2025
Q2 		$694K Buy
2,376
+220
+10% +$67.8K 0.11% 72
2025
Q1 		$673K Buy
2,156
+87
+4% +$26K 0.12% 64
2024
Q4 		$600K Buy
2,069
+128
+7% +$38.2K 0.1% 67
2024
Q3 		$591K Buy
1,941
+76
+4% +$20.9K 0.1% 66
2024
Q2 		$475K Sell
1,865
-168
-8% -$44.6K 0.09% 71
2024
Q1 		$573K Buy
2,033
+168
+9% +$48.9K 0.11% 65
2023
Q4 		$553K Buy
1,865
+185
+11% +$50.4K 0.12% 63
2023
Q3 		$443K Sell
1,680
-159
-9% -$45.3K 0.1% 63
2023
Q2 		$549K Sell
1,839
-50
-3% -$14.5K 0.12% 58
2023
Q1 		$528K Buy
1,889
+120
+7% +$32.1K 0.14% 55
2022
Q4 		$466K Buy
+1,769
New +$467K 0.11% 55
2022
Q3 		– Sell
-2,600
Closed -$641K – 131
2022
Q2 		$641K Buy
2,600
+470
+22% +$116K 0.17% 48
2022
Q1 		$526K Buy
2,130
+50
+2% +$12.5K 0.12% 51
2021
Q4 		$557K Hold
2,080
– – 0.13% 48
2021
Q3 		$501K Sell
2,080
-453
-18% -$108K 0.13% 45
2021
Q2 		$585K Buy
2,533
+561
+28% +$131K 0.16% 46
2021
Q1 		$442K Buy
1,972
+8
+0.4% +$1.71K 0.24% 25
2020
Q4 		$421K Buy
+1,964
New +$427K 0.14% 42

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

Baron Silver Stevens Financial Advisors's MCD Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its McDonald's (MCD) stake by 2.2% in Q1 2026, selling an estimated $16.2K and leaving 2,230 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #74.

Baron Silver Stevens Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 21 quarters since. The position peaked at $706K in Q3 2025. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 2,230 shares of McDonald's worth $693K as of Q1 2026.
  • Baron Silver Stevens Financial Advisors sold 51 McDonald's shares in Q1 2026, an estimated $16.2K.
  • McDonald's made up 0.1% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #74 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's McDonald's position peaked at $706K in Q3 2025.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.