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Brass Tax Wealth Management’s McDonald's MCD Stock Holding History

Brass Tax Wealth Management’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 		$240K Buy
791
+17
+2% +$5.17K 0.04% 213
2025
Q2 		$226K Sell
774
-13
-2% -$4.01K 0.04% 208
2025
Q1 		$246K Buy
787
+77
+11% +$23K 0.05% 182
2024
Q4 		$206K Buy
710
+1
+0.1% +$298 0.04% 200
2024
Q3 		$216K Buy
+709
New +$195K 0.05% 185

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

Brass Tax Wealth Management's MCD Position: Q3 2025 in Review

Brass Tax Wealth Management increased its McDonald's (MCD) stake by 2.2% in Q3 2025, buying an estimated $5.17K and bringing the position to 791 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #213.

Brass Tax Wealth Management first reported a position in MCD in Q3 2024 and has held it in 5 quarters since. The position peaked at $246K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Brass Tax Wealth Management held 791 shares of McDonald's worth $240K as of Q3 2025.
  • Brass Tax Wealth Management bought 17 McDonald's shares in Q3 2025, an estimated $5.17K.
  • McDonald's made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #213 holding.
  • Brass Tax Wealth Management first reported a position in McDonald's in Q3 2024 and has held it in 5 quarters since.
  • Brass Tax Wealth Management's McDonald's position peaked at $246K in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.