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Beirne Wealth Consulting Services’s McDonald's MCD Stock Holding History

Beirne Wealth Consulting Services’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
-1,537
Closed -$468K – 181
2025
Q3 		$468K Buy
+1,537
New +$468K 0.11% 106
2024
Q2 		– Sell
-711
Closed -$200K – 101
2024
Q1 		$200K Sell
711
-599
-46% -$174K 0.09% 93
2023
Q4 		$389K Buy
1,310
+407
+45% +$111K 0.19% 87
2023
Q3 		$269K Hold
903
– – 0.21% 71
2023
Q2 		$269K Hold
903
– – 0.21% 71
2023
Q1 		$252K Buy
+903
New +$242K 0.18% 84
2022
Q4 		– Sell
-889
Closed -$205K – 104
2022
Q3 		$205K Sell
889
-25
-3% -$6.39K 0.08% 93
2022
Q2 		$226K Hold
914
– – 0.15% 84
2022
Q1 		$225K Buy
914
+4
+0.4% +$996 0.13% 85
2021
Q4 		$245K Hold
910
– – 0.13% 90
2021
Q3 		$219K Hold
910
– – 0.12% 99
2021
Q2 		$209K Hold
910
– – 0.11% 104
2021
Q1 		$204K Sell
910
-566
-38% -$121K 0.12% 95
2020
Q4 		$317K Sell
1,476
-499
-25% -$109K 0.16% 101
2020
Q3 		$433K Buy
+1,975
New +$405K 0.25% 72
2019
Q2 		– Sell
-1,321
Closed -$251K – 168
2019
Q1 		$251K Sell
1,321
-96
-7% -$17.4K 0.2% 152
2018
Q4 		$252K Buy
+1,417
New +$251K 0.21% 140

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

Beirne Wealth Consulting Services's MCD Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,537 shares — an estimated $468K sold.

Beirne Wealth Consulting Services first reported a position in MCD in Q4 2018 and held it in 17 quarters. The position peaked at $468K in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 1,537 McDonald's shares in Q4 2025, an estimated $468K.
  • Beirne Wealth Consulting Services first reported a position in McDonald's in Q4 2018 and held it in 17 quarters.
  • Beirne Wealth Consulting Services's McDonald's position peaked at $468K in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.