Bay Harbor Wealth Management’s McDonald's MCD Stock Holding History

Bay Harbor 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	$44.8K	Sell	166 -14	-8%	-$4.01K	0.01%	152
2026 Q1	$55.8K	Buy	180 +132	+275%	+$42.1K	0.01%	113
2025 Q4	$14.7K	Buy	48 +19	+66%	+$5.82K	﹤0.01%	157
2025 Q3	$8.81K	Buy	29 +5	+21%	+$1.52K	﹤0.01%	155
2025 Q2	$7.01K	Buy	24 +11	+85%	+$3.39K	﹤0.01%	159
2025 Q1	$4.06K	Buy	+13	New	+$3.89K	﹤0.01%	148
2023 Q3	–	Sell	-904	Closed	-$270K	–	176
2023 Q2	$270K	Buy	+904	New	+$263K	0.11%	37
2022 Q2	–	Sell	-6	Closed	-$1K	–	201
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	186
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	151
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	205
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	206
2021 Q1	$1K	Sell	6 -105	-95%	-$22.5K	﹤0.01%	213
2020 Q4	$24K	Buy	111 +1	+0.9%	+$217	0.01%	199
2020 Q3	$24K	Hold	110	–	–	0.01%	195
2020 Q2	$20K	Hold	110	–	–	0.01%	196
2020 Q1	$18K	Hold	110	–	–	0.01%	191
2019 Q4	$22K	Hold	110	–	–	0.01%	198
2019 Q3	$23K	Hold	110	–	–	0.01%	202
2019 Q2	$23K	Sell	110 -34	-24%	-$6.74K	0.01%	205
2019 Q1	$27K	Hold	144	–	–	0.02%	213
2018 Q4	$26K	Buy	+144	New	+$25.5K	0.02%	202

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

Bay Harbor Wealth Management's MCD Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its McDonald's (MCD) stake by 7.8% in Q2 2026, selling an estimated $4.01K and leaving 166 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #152.

Bay Harbor Wealth Management first reported a position in MCD in Q4 2018 and has held it in 21 quarters since. The position peaked at $270K in Q2 2023. 3,442 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

Bay Harbor Wealth Management held 166 shares of McDonald's worth $44.8K as of Q2 2026.
Bay Harbor Wealth Management sold 14 McDonald's shares in Q2 2026, an estimated $4.01K.
McDonald's made up 0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #152 holding.
Bay Harbor Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 21 quarters since.
Bay Harbor Wealth Management's McDonald's position peaked at $270K in Q2 2023.
3,442 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.