Aspen Grove Capital’s McDonald's MCD Stock Holding History

Aspen Grove Capital’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
2026 Q1	$250K	Buy	804 +3	+0.4%	+$956	0.05%	163
2025 Q4	$245K	Buy	801 +2	+0.3%	+$613	0.04%	164
2025 Q3	$243K	Sell	799 -378	-32%	-$115K	0.04%	170
2025 Q2	$344K	Buy	1,177 +332	+39%	+$102K	0.06%	145
2025 Q1	$264K	Sell	845 -11	-1%	-$3.29K	0.05%	185
2024 Q4	$248K	Buy	856 +16	+2%	+$4.77K	0.05%	166
2024 Q3	$256K	Sell	840 -74	-8%	-$20.4K	0.06%	164
2024 Q2	$233K	Buy	914 +41	+5%	+$10.9K	0.05%	173
2024 Q1	$246K	Buy	+873	New	+$254K	0.07%	163
2023 Q3	–	Sell	-1,268	Closed	-$378K	–	195
2023 Q2	$378K	Buy	+1,268	New	+$368K	0.12%	124
2023 Q1	–	Sell	-784	Closed	-$207K	–	167
2022 Q4	$207K	Buy	+784	New	+$207K	0.1%	142

Other funds holding MCD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return