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

AMJ 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
Q4 		– Sell
-706
Closed -$215K – 99
2025
Q3 		$215K Sell
706
-556
-44% -$169K 0.05% 85
2025
Q2 		$369K Buy
+1,262
New +$389K 0.09% 72

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

AMJ Financial Wealth Management's MCD Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 706 shares — an estimated $215K sold.

AMJ Financial Wealth Management first reported a position in MCD in Q2 2025 and held it in 2 quarters. The position peaked at $369K in Q2 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • AMJ Financial Wealth Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 706 McDonald's shares in Q4 2025, an estimated $215K.
  • AMJ Financial Wealth Management first reported a position in McDonald's in Q2 2025 and held it in 2 quarters.
  • AMJ Financial Wealth Management's McDonald's position peaked at $369K in Q2 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.