Bay Harbor Wealth Management, LLC

Position in MCD — Mcdonalds Corp

CIK 1767989 Hunt Valley, MD

Position in MCD

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

Position Value

$44,871

-$11,071 QoQ

Shares Held

166

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#3,324

of 3,443 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $209,913 across 10 Restaurants names. MCD ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QSR	Restaurant Brands International Inc.	1,847	$133,925
2	MCD	Mcdonalds Corp This page	166	$44,871
3	SBUX	Starbucks Corp	130	$13,284
4	YUM	Yum Brands Inc	46	$7,353
5	DRI	Darden Restaurants Inc	22	$4,532
6	TXRH	Texas Roadhouse, Inc.	12	$2,318
7	CMG	Chipotle Mexican Grill Inc	45	$1,530
8	EAT	Brinker International, Inc	6	$1,008

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,871	166	-7.8%	Shares	Other	2026-07-28
2026-03-31	$55,942	180	+275.0%	Shares	Other	2026-04-14
2025-12-31	$14,670	48	+65.5%	Shares	Other	2026-02-02
2025-09-30	$8,812	29	+20.8%	Shares	Other	2025-10-09
2025-06-30	$7,012	24	+84.6%	Shares	Sole	2025-07-22
2025-03-31	$4,060	13	-98.6%	Shares	Sole	2025-05-12
2023-06-30	$269,762	904	+14966.7%	Shares	Sole	2023-07-19
2022-03-31	$1,483	6	0.0%	Shares	Other	2022-04-19
2021-12-31	$1,608	6	0.0%	Shares	Other	2022-02-10
2021-09-30	$1,446	6	0.0%	Shares	Other	2021-11-24
2021-06-30	$1,385	6	0.0%	Shares	Other	2021-07-28
2021-03-31	$1,344	6	-94.6%	Shares	Sole	2021-05-05
2020-12-31	$23,818	111	+0.9%	Shares	Other	2021-02-09
2020-09-30	$24,143	110	0.0%	Shares	Other	2020-10-27
2020-06-30	$20,291	110	0.0%	Shares	Other	2020-07-16
2020-03-31	$18,188	110	—	Shares	Other	2020-05-20
No filing history on record for this holder in this stock.