Berry Wealth Group’s McDonald's MCD Stock Holding History

Berry Wealth Group’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	-1,408	Closed	-$411K	–	75
2025 Q2	$411K	Buy	1,408 +17	+1%	+$5.24K	0.29%	46
2025 Q1	$435K	Buy	1,391 +316	+29%	+$94.5K	0.34%	43
2024 Q4	$312K	Buy	1,075 +167	+18%	+$49.8K	0.22%	57
2024 Q3	$277K	Sell	908 -47	-5%	-$13K	0.2%	67
2024 Q2	$243K	Buy	955 +2	+0.2%	+$531	0.19%	65
2024 Q1	$269K	Buy	953 +99	+12%	+$28.8K	0.22%	58
2023 Q4	$253K	Buy	+854	New	+$232K	0.23%	52

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berry Wealth Group's MCD Position: Q3 2025 in Review

Berry Wealth Group sold out of McDonald's (MCD) in Q3 2025, closing a stake of 1,408 shares — an estimated $411K sold.

Berry Wealth Group first reported a position in MCD in Q4 2023 and held it in 7 quarters. The position peaked at $435K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Berry Wealth Group reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Berry Wealth Group sold 1,408 McDonald's shares in Q3 2025, an estimated $411K.
Berry Wealth Group first reported a position in McDonald's in Q4 2023 and held it in 7 quarters.
Berry Wealth Group's McDonald's position peaked at $435K in Q1 2025.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.