Betterment LLC
MCD icon

Betterment LLC’s McDonald's MCD Stock Holding History

Betterment LLC’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
Q1 		– Sell
-1,411
Closed -$409K – 465
2024
Q4 		$409K Buy
1,411
+205
+17% +$61.1K ﹤0.01% 349
2024
Q3 		$367K Sell
1,206
-797
-40% -$220K ﹤0.01% 341
2024
Q2 		$510K Buy
2,003
+3
+0.2% +$796 ﹤0.01% 283
2024
Q1 		$564K Buy
+2,000
New +$582K ﹤0.01% 251

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Betterment LLC's MCD Position: Q1 2025 in Review

Betterment LLC sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,411 shares — an estimated $409K sold.

Betterment LLC first reported a position in MCD in Q1 2024 and held it in 4 quarters. The position peaked at $564K in Q1 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Betterment LLC reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Betterment LLC sold 1,411 McDonald's shares in Q1 2025, an estimated $409K.
  • Betterment LLC first reported a position in McDonald's in Q1 2024 and held it in 4 quarters.
  • Betterment LLC's McDonald's position peaked at $564K in Q1 2024.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Betterment LLC's 13F filing for Q1 2025, filed 15 May 2025.