Baldwin Investment Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in MCD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,296,013

+$32,530 QoQ

Shares Held

8,494

+16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,208

of 3,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Consumer Cyclical · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $9,321,902 across 5 Restaurants names. MCD ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DRI	Darden Restaurants Inc	16,895	$3,480,538
2	MCD	Mcdonalds Corp This page	8,494	$2,296,013
3	SBUX	Starbucks Corp	16,137	$1,649,040
4	YUM	Yum Brands Inc	6,957	$1,112,146
5	BROS	Dutch Bros Inc.	10,920	$784,165

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,296,013	8,494	+16.6%	Shares	Sole	2026-07-28
2026-03-31	$2,263,483	7,283	-3.7%	Shares	Sole	2026-05-12
2025-12-31	$2,311,479	7,563	-0.1%	Shares	Sole	2026-02-13
2025-09-30	$2,299,839	7,568	-4.4%	Shares	Sole	2025-11-10
2025-06-30	$2,313,402	7,918	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$2,500,834	8,006	+42.6%	Shares	Sole	2025-05-07
2024-12-31	$1,627,732	5,615	-13.2%	Shares	Sole	2025-02-14
2024-09-30	$1,968,961	6,466	-9.4%	Shares	Sole	2024-11-13
2024-06-30	$1,818,538	7,136	+2.1%	Shares	Sole	2024-07-30
2024-03-31	$1,969,702	6,986	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,071,418	6,986	0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,840,391	6,986	-5.1%	Shares	Sole	2023-11-14
2023-06-30	$2,196,596	7,361	-12.4%	Shares	Sole	2023-08-01
2023-03-31	$2,349,003	8,401	-5.0%	Shares	Sole	2023-05-15
2022-12-31	$2,330,922	8,845	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$2,066,276	8,955	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$2,207,600	8,942	-2.5%	Shares	Sole	2022-08-02
2022-03-31	$2,268,546	9,174	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$2,532,993	9,449	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$2,290,303	9,499	-2.3%	Shares	Sole	2021-11-15
2021-06-30	$2,246,608	9,726	-4.4%	Shares	Sole	2021-08-16
2021-03-31	$2,281,072	10,177	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$2,187,643	10,195	+13.4%	Shares	Sole	2021-02-16
2020-09-30	$1,973,873	8,993	+365.2%	Shares	Sole	2020-11-13
2020-06-30	$356,580	1,933	+5.5%	Shares	Sole	2020-07-27
2020-03-31	$303,086	1,833	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.