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Gerald Baker Financial Group’s McDonald's MCD Stock Holding History

Gerald Baker Financial Group’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 		$2.74M Buy
10,130
+8
+0.1% +$2.29K 0.78% 33
2026
Q1 		$3.15M Buy
+10,122
New +$3.22M 1% 28

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gerald Baker Financial Group's MCD Position: Q2 2026 in Review

Gerald Baker Financial Group increased its McDonald's (MCD) stake by 0.08% in Q2 2026, buying an estimated $2.29K and bringing the position to 10,130 shares worth $2.74M. The position accounts for 0.78% of the portfolio, ranked #33.

Gerald Baker Financial Group first reported a position in MCD in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.15M in Q1 2026. 3,446 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Gerald Baker Financial Group held 10,130 shares of McDonald's worth $2.74M as of Q2 2026.
  • Gerald Baker Financial Group bought 8 McDonald's shares in Q2 2026, an estimated $2.29K.
  • McDonald's made up 0.78% of Gerald Baker Financial Group's portfolio in Q2 2026, its #33 holding.
  • Gerald Baker Financial Group first reported a position in McDonald's in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's McDonald's position peaked at $3.15M in Q1 2026.
  • 3,446 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.