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Abich Financial Wealth Management’s McDonald's MCD Stock Holding History

Abich Financial 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 		$1.7M Buy
+5,585
New +$1.7M 0.6% 15
2024
Q3 		– Sell
-382
Closed -$97.3K – 677
2024
Q2 		$97.3K Buy
382
+10
+3% +$2.65K 0.07% 97
2024
Q1 		$105K Buy
372
+1
+0.3% +$291 0.08% 83
2023
Q4 		$110K Buy
+371
New +$101K 0.11% 30

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abich Financial Wealth Management's MCD Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in McDonald's (MCD) in Q3 2025: 5,585 shares worth $1.7M. The stake represents 0.6% of the portfolio and ranks #15 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in MCD as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in MCD in Q4 2023 and has held it in 4 quarters since. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Abich Financial Wealth Management held 5,585 shares of McDonald's worth $1.7M as of Q3 2025.
  • McDonald's was a new Abich Financial Wealth Management position in Q3 2025.
  • McDonald's made up 0.6% of Abich Financial Wealth Management's portfolio in Q3 2025, its #15 holding.
  • Abich Financial Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 4 quarters since.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.