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Baker Avenue Asset Management, LP: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on MCD, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 4,323 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,323 shares
    Change vs previous 13F +584 shares

    0.02% of the 13F portfolio, value $1,168,609.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,739 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $1,161,964.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,451 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $1,054,687.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,312 shares
    Change vs previous 13F +296 shares

    0.02% of the 13F portfolio, value $1,006,518.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,016 shares
    Change vs previous 13F -23,775 shares

    0.03% of the 13F portfolio, value $881,067.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,791 shares
    Change vs previous 13F +274 shares

    0.26% of the 13F portfolio, value $8,368,591.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,517 shares
    Change vs previous 13F -43 shares

    0.24% of the 13F portfolio, value $7,686,970.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,560 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,087,900.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).