Atlas Wealth’s McDonald's MCD Stock Holding History

Atlas Wealth’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	-751	Closed	-$228K	–	113
2025 Q3	$228K	Sell	751 -450	-37%	-$137K	0.07%	97
2025 Q2	$357K	Hold	1,201	–	–	0.13%	76
2025 Q1	$375K	Hold	1,201	–	–	0.15%	68
2024 Q4	$348K	Buy	1,201 +50	+4%	+$14.9K	0.13%	70
2024 Q3	$350K	Sell	1,151 -1,151	-50%	-$317K	0.15%	64
2024 Q2	$576K	Buy	2,302 +1,151	+100%	+$305K	0.07%	132
2024 Q1	$325K	Hold	1,151	–	–	0.16%	61
2023 Q4	$303K	Hold	1,151	–	–	0.17%	59
2023 Q3	$303K	Hold	1,151	–	–	0.06%	138
2023 Q2	$338K	Hold	1,151	–	–	0.06%	141
2023 Q1	$322K	Hold	1,151	–	–	0.06%	142
2022 Q4	$303K	Buy	+1,151	New	+$304K	0.08%	95

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlas Wealth's MCD Position: Q4 2025 in Review

Atlas Wealth sold out of McDonald's (MCD) in Q4 2025, closing a stake of 751 shares — an estimated $228K sold.

Atlas Wealth first reported a position in MCD in Q4 2022 and held it in 12 quarters. The position peaked at $576K in Q2 2024. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Atlas Wealth reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Atlas Wealth sold 751 McDonald's shares in Q4 2025, an estimated $228K.
Atlas Wealth first reported a position in McDonald's in Q4 2022 and held it in 12 quarters.
Atlas Wealth's McDonald's position peaked at $576K in Q2 2024.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

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