AFS
MCD icon

Anderson Financial Strategies’s McDonald's MCD Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-1,254
Closed -$392K – 137
2025
Q1 		$392K Buy
1,254
+125
+11% +$37.4K 0.24% 37
2024
Q4 		$327K Buy
+1,129
New +$337K 0.2% 36

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Anderson Financial Strategies's MCD Position: Q2 2025 in Review

Anderson Financial Strategies sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,254 shares — an estimated $392K sold.

Anderson Financial Strategies first reported a position in MCD in Q4 2024 and held it in 2 quarters. The position peaked at $392K in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Anderson Financial Strategies reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,254 McDonald's shares in Q2 2025, an estimated $392K.
  • Anderson Financial Strategies first reported a position in McDonald's in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's McDonald's position peaked at $392K in Q1 2025.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.