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Apexium Financial’s McDonald's MCD Stock Holding History

Apexium Financial’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 		$895K Buy
2,947
+14
+0.5% +$4.26K 0.04% 139
2025
Q2 		$857K Sell
2,933
-40
-1% -$12.3K 0.05% 136
2025
Q1 		$929K Buy
2,973
+288
+11% +$86.1K 0.06% 127
2024
Q4 		$778K Buy
2,685
+815
+44% +$243K 0.05% 123
2024
Q3 		$569K Sell
1,870
-12
-0.6% -$3.31K 0.04% 133
2024
Q2 		$480K Sell
1,882
-15
-0.8% -$3.98K 0.03% 141
2024
Q1 		$535K Sell
1,897
-4,038
-68% -$1.17M 0.04% 134
2023
Q4 		$1.76M Buy
5,935
+4,019
+210% +$1.09M 0.13% 81
2023
Q3 		$505K Sell
1,916
-25
-1% -$7.13K 0.05% 130
2023
Q2 		$579K Buy
1,941
+196
+11% +$56.9K 0.05% 125
2023
Q1 		$488K Hold
1,745
– – 0.05% 131
2022
Q4 		$460K Sell
1,745
-254
-13% -$67K 0.05% 139
2022
Q3 		$461K Buy
+1,999
New +$511K 0.06% 126

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

Apexium Financial's MCD Position: Q3 2025 in Review

Apexium Financial increased its McDonald's (MCD) stake by 0.48% in Q3 2025, buying an estimated $4.26K and bringing the position to 2,947 shares worth $895K. The position accounts for 0.04% of the portfolio, ranked #139.

Apexium Financial first reported a position in MCD in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Apexium Financial held 2,947 shares of McDonald's worth $895K as of Q3 2025.
  • Apexium Financial bought 14 McDonald's shares in Q3 2025, an estimated $4.26K.
  • McDonald's made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #139 holding.
  • Apexium Financial first reported a position in McDonald's in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's McDonald's position peaked at $1.76M in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.