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Bellwether Advisors’s McDonald's MCD Stock Holding History

Bellwether Advisors’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 		– Sell
-590
Closed -$172K – 389
2025
Q2 		$172K Buy
590
+48
+9% +$14.8K 0.03% 135
2025
Q1 		$169K Hold
542
– – 0.04% 136
2024
Q4 		$157K Buy
+542
New +$162K 0.03% 152
2023
Q2 		– Sell
-213
Closed -$59.6K – 295
2023
Q1 		$59.6K Sell
213
-3
-1% -$804 0.02% 179
2022
Q4 		$56.9K Sell
216
-50
-19% -$13.2K 0.02% 183
2022
Q3 		$61K Buy
266
+53
+25% +$13.5K 0.02% 144
2022
Q2 		$52K Hold
213
– – 0.02% 167
2022
Q1 		$52K Hold
213
– – 0.02% 194
2021
Q4 		$57K Hold
213
– – 0.02% 190
2021
Q3 		$51K Hold
213
– – 0.02% 206
2021
Q2 		$49K Hold
213
– – 0.02% 183
2021
Q1 		$47K Hold
213
– – 0.02% 170
2020
Q4 		$45K Buy
+213
New +$46.3K 0.02% 168

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

Bellwether Advisors's MCD Position: Q3 2025 in Review

Bellwether Advisors sold out of McDonald's (MCD) in Q3 2025, closing a stake of 590 shares — an estimated $172K sold.

Bellwether Advisors first reported a position in MCD in Q4 2020 and held it in 13 quarters. The position peaked at $172K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Bellwether Advisors reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 590 McDonald's shares in Q3 2025, an estimated $172K.
  • Bellwether Advisors first reported a position in McDonald's in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's McDonald's position peaked at $172K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.