AllSquare Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $52.6K | Hold |
173
| – | – | 0.03% | 231 |
|
|
2025
Q2 | $50.5K | Hold |
173
| – | – | 0.03% | 223 |
|
|
2025
Q1 | $54K | Hold |
173
| – | – | 0.03% | 206 |
|
|
2024
Q4 | $50.2K | Hold |
173
| – | – | 0.03% | 211 |
|
|
2024
Q3 | $52.7K | Hold |
173
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $44.1K | Sell |
173
-20
| -10% | -$5.31K | 0.03% | 217 |
|
|
2024
Q1 | $54.4K | Hold |
193
| – | – | 0.03% | 205 |
|
|
2023
Q4 | $57.2K | Hold |
193
| – | – | 0.04% | 197 |
|
|
2023
Q3 | $50.8K | Sell |
193
-1
| -0.5% | -$285 | 0.03% | 191 |
|
|
2023
Q2 | $55.3K | Hold |
194
| – | – | 0.04% | 192 |
|
|
2023
Q1 | $54.2K | Hold |
194
| – | – | 0.04% | 200 |
|
|
2022
Q4 | $51.1K | Hold |
194
| – | – | 0.04% | 196 |
|
|
2022
Q3 | $45K | Hold |
194
| – | – | 0.03% | 199 |
|
|
2022
Q2 | $48K | Sell |
194
-112
| -37% | -$27.6K | 0.03% | 200 |
|
|
2022
Q1 | $76K | Buy |
306
+1
| +0.3% | +$249 | 0.05% | 173 |
|
|
2021
Q4 | $82K | Sell |
305
-83
| -21% | -$21K | 0.05% | 173 |
|
|
2021
Q3 | $94K | Hold |
388
| – | – | 0.06% | 150 |
|
|
2021
Q2 | $90K | Hold |
388
| – | – | 0.05% | 172 |
|
|
2021
Q1 | $87K | Buy |
388
+15
| +4% | +$3.21K | 0.05% | 164 |
|
|
2020
Q4 | $80K | Hold |
373
| – | – | 0.05% | 161 |
|
|
2020
Q3 | $82K | Hold |
373
| – | – | 0.06% | 142 |
|
|
2020
Q2 | $69K | Hold |
373
| – | – | 0.05% | 150 |
|
|
2020
Q1 | $62K | Sell |
373
-33
| -8% | -$6.5K | 0.05% | 145 |
|
|
2019
Q4 | $80K | Hold |
406
| – | – | 0.06% | 143 |
|
|
2019
Q3 | $87K | Buy |
406
+150
| +59% | +$32.2K | 0.06% | 137 |
|
|
2019
Q2 | $53K | Hold |
256
| – | – | 0.04% | 181 |
|
|
2019
Q1 | $49K | Hold |
256
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $45K | Hold |
256
| – | – | 0.04% | 174 |
|
|
2018
Q3 | $43K | Hold |
256
| – | – | 0.03% | 191 |
|
|
2018
Q2 | $40K | Buy |
256
+73
| +40% | +$11.8K | 0.03% | 195 |
|
|
2018
Q1 | $29K | Hold |
183
| – | – | 0.02% | 211 |
|
|
2017
Q4 | $31K | Hold |
183
| – | – | 0.02% | 196 |
|
|
2017
Q3 | $29K | Buy |
183
+100
| +120% | +$15.7K | 0.02% | 198 |
|
|
2017
Q2 | $13K | Hold |
83
| – | – | 0.01% | 128 |
|
|
2017
Q1 | $11K | Hold |
83
| – | – | 0.01% | 253 |
|
|
2016
Q4 | $10K | Sell |
83
-42
| -34% | -$4.92K | 0.01% | 231 |
|
|
2016
Q3 | $14K | Hold |
125
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $15K | Sell |
125
-102
| -45% | -$12.8K | 0.01% | 190 |
|
|
2016
Q1 | $29K | Hold |
227
| – | – | 0.03% | 149 |
|
|
2015
Q4 | $27K | Sell |
227
-82
| -27% | -$9.17K | 0.03% | 149 |
|
|
2015
Q3 | $30K | Hold |
309
| – | – | 0.03% | 141 |
|
|
2015
Q2 | $29K | Buy |
309
+60
| +24% | +$5.8K | 0.03% | 151 |
|
|
2015
Q1 | $24K | Hold |
249
| – | – | 0.02% | 158 |
|
|
2014
Q4 | $23K | Buy |
+249
| New | +$23.3K | 0.02% | 165 |
|
Other funds holding MCD
AllSquare Wealth Management's MCD Position: Q3 2025 in Review
AllSquare Wealth Management held its McDonald's (MCD) position steady in Q3 2025 at 173 shares worth $52.6K. The position accounts for 0.03% of the portfolio, ranked #231.
AllSquare Wealth Management first reported a position in MCD in Q4 2014 and has held it in 44 quarters since. The position peaked at $94K in Q3 2021. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.
- AllSquare Wealth Management held 173 shares of McDonald's worth $52.6K as of Q3 2025.
- AllSquare Wealth Management left its McDonald's share count unchanged in Q3 2025.
- McDonald's made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #231 holding.
- AllSquare Wealth Management first reported a position in McDonald's in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's McDonald's position peaked at $94K in Q3 2021.
- 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.