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Baron Wealth Management’s McDonald's MCD Stock Holding History

Baron 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 		$534K Buy
1,976
+331
+20% +$94.9K 0.14% 105
2026
Q1 		$511K Buy
1,645
+17
+1% +$5.42K 0.15% 95
2025
Q4 		$497K Buy
1,628
+94
+6% +$28.8K 0.15% 100
2025
Q3 		$466K Sell
1,534
-70
-4% -$21.3K 0.15% 94
2025
Q2 		$469K Sell
1,604
-70
-4% -$21.6K 0.17% 87
2025
Q1 		$523K Sell
1,674
-16
-0.9% -$4.79K 0.23% 71
2024
Q4 		$490K Buy
1,690
+123
+8% +$36.7K 0.23% 68
2024
Q3 		$477K Buy
+1,567
New +$432K 0.23% 68
2024
Q2 		– Sell
-727
Closed -$205K – 197
2024
Q1 		$205K Sell
727
-6
-0.8% -$1.75K 0.11% 173
2023
Q4 		$217K Buy
+733
New +$200K 0.12% 155
2023
Q3 		– Sell
-718
Closed -$214K – 149
2023
Q2 		$214K Hold
718
– – 0.14% 126
2023
Q1 		$201K Sell
718
-133
-16% -$35.6K 0.14% 131
2022
Q4 		$224K Buy
+851
New +$225K 0.17% 114

Other funds holding MCD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Baron Wealth Management's MCD Position: Q2 2026 in Review

Baron Wealth Management increased its McDonald's (MCD) stake by 20% in Q2 2026, buying an estimated $94.9K and bringing the position to 1,976 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #105.

Baron Wealth Management first reported a position in MCD in Q4 2022 and has held it in 13 quarters since. 621 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Baron Wealth Management held 1,976 shares of McDonald's worth $534K as of Q2 2026.
  • Baron Wealth Management bought 331 McDonald's shares in Q2 2026, an estimated $94.9K.
  • McDonald's made up 0.14% of Baron Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Baron Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 13 quarters since.
  • 621 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.