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Austin Private Wealth’s McDonald's MCD Stock Holding History

Austin Private 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 		$834K Sell
2,727
-3
-0.1% -$919 0.06% 121
2025
Q3 		$830K Sell
2,730
-39
-1% -$11.9K 0.06% 124
2025
Q2 		$809K Buy
2,769
+17
+0.6% +$5.24K 0.06% 126
2025
Q1 		$860K Buy
2,752
+181
+7% +$54.1K 0.08% 114
2024
Q4 		$745K Buy
2,571
+244
+10% +$72.8K 0.07% 110
2024
Q3 		$709K Sell
2,327
-38
-2% -$10.5K 0.07% 111
2024
Q2 		$603K Buy
2,365
+9
+0.4% +$2.39K 0.06% 108
2024
Q1 		$649K Buy
2,356
+253
+12% +$73.6K 0.07% 97
2023
Q4 		$624K Buy
2,103
+11
+0.5% +$2.99K 0.08% 86
2023
Q3 		$551K Buy
2,092
+106
+5% +$30.2K 0.08% 83
2023
Q2 		$593K Buy
1,986
+145
+8% +$42.1K 0.09% 83
2023
Q1 		$515K Buy
1,841
+10
+0.5% +$2.68K 0.08% 86
2022
Q4 		$483K Sell
1,831
-6
-0.3% -$1.58K 0.08% 89
2022
Q3 		$424K Buy
1,837
+34
+2% +$8.69K 0.09% 78
2022
Q2 		$445K Buy
1,803
+56
+3% +$13.8K 0.1% 74
2022
Q1 		$432K Buy
1,747
+48
+3% +$12K 0.09% 77
2021
Q4 		$455K Sell
1,699
-377
-18% -$95.2K 0.09% 80
2021
Q3 		$501K Buy
2,076
+164
+9% +$39.1K 0.11% 72
2021
Q2 		$442K Hold
1,912
– – 0.1% 75
2021
Q1 		$429K Hold
1,912
– – 0.11% 66
2020
Q4 		$410K Buy
1,912
+693
+57% +$151K 0.12% 65
2020
Q3 		$268K Sell
1,219
-128
-10% -$26.3K 0.1% 73
2020
Q2 		$248K Buy
1,347
+60
+5% +$11K 0.11% 67
2020
Q1 		$213K Buy
1,287
+32
+3% +$6.3K 0.13% 68
2019
Q4 		$248K Buy
+1,255
New +$249K 0.13% 68

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Austin Private Wealth's MCD Position: Q4 2025 in Review

Austin Private Wealth reduced its McDonald's (MCD) stake by 0.11% in Q4 2025, selling an estimated $919 and leaving 2,727 shares worth $834K. The position accounts for 0.06% of the portfolio, ranked #121.

Austin Private Wealth first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $860K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Austin Private Wealth held 2,727 shares of McDonald's worth $834K as of Q4 2025.
  • Austin Private Wealth sold 3 McDonald's shares in Q4 2025, an estimated $919.
  • McDonald's made up 0.06% of Austin Private Wealth's portfolio in Q4 2025, its #121 holding.
  • Austin Private Wealth first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • Austin Private Wealth's McDonald's position peaked at $860K in Q1 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.