Bowman & Company’s McDonald's MCD Stock Holding History

Bowman & Company’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 Q2	–	Sell	-649	Closed	-$203K	–	112
2025 Q1	$203K	Buy	+649	New	+$194K	0.1%	109
2023 Q4	–	Sell	-809	Closed	-$213K	–	90
2023 Q3	$213K	Hold	809	–	–	0.17%	83
2023 Q2	$241K	Hold	809	–	–	0.18%	80
2023 Q1	$226K	Hold	809	–	–	0.17%	83
2022 Q4	$213K	Buy	+809	New	+$213K	0.17%	86
2022 Q3	–	Sell	-809	Closed	-$200K	–	82
2022 Q2	$200K	Hold	809	–	–	0.17%	80
2022 Q1	$200K	Buy	+809	New	+$202K	0.15%	82

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bowman & Company's MCD Position: Q2 2025 in Review

Bowman & Company sold out of McDonald's (MCD) in Q2 2025, closing a stake of 649 shares — an estimated $203K sold.

Bowman & Company first reported a position in MCD in Q1 2022 and held it in 7 quarters. The position peaked at $241K in Q2 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Bowman & Company reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Bowman & Company sold 649 McDonald's shares in Q2 2025, an estimated $203K.
Bowman & Company first reported a position in McDonald's in Q1 2022 and held it in 7 quarters.
Bowman & Company's McDonald's position peaked at $241K in Q2 2023.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Bowman & Company's 13F filing for Q2 2025, filed 9 Jul 2025.