1858 Wealth Management’s McDonald's MCD Stock Holding History

1858 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
2025 Q3	$277K	Sell	911 -9	-1%	-$2.74K	0.19%	84
2025 Q2	$269K	Sell	920 -17	-2%	-$5.24K	0.2%	91
2025 Q1	$293K	Sell	937 -1	-0.1%	-$299	0.25%	77
2024 Q4	$272K	Hold	938	–	–	0.22%	95
2024 Q3	$286K	Sell	938 -1	-0.1%	-$276	0.24%	82
2024 Q2	$239K	Sell	939 -799	-46%	-$212K	0.2%	97
2024 Q1	$515K	Hold	1,738	–	–	0.49%	60
2023 Q4	$515K	Buy	+1,738	New	+$473K	0.49%	60

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1858 Wealth Management's MCD Position: Q3 2025 in Review

1858 Wealth Management reduced its McDonald's (MCD) stake by 0.98% in Q3 2025, selling an estimated $2.74K and leaving 911 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #84.

1858 Wealth Management first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $515K in Q1 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

1858 Wealth Management held 911 shares of McDonald's worth $277K as of Q3 2025.
1858 Wealth Management sold 9 McDonald's shares in Q3 2025, an estimated $2.74K.
McDonald's made up 0.19% of 1858 Wealth Management's portfolio in Q3 2025, its #84 holding.
1858 Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's McDonald's position peaked at $515K in Q1 2024.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.