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Briaud Financial Planning’s McDonald's MCD Stock Holding History

Briaud Financial Planning’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
-225
Closed -$65K – 215
2025
Q2 		$65K Sell
225
-69
-23% -$21.3K 0.03% 87
2025
Q1 		$91K Sell
294
-36
-11% -$10.8K 0.04% 54
2024
Q4 		$95K Buy
330
+140
+74% +$41.7K 0.04% 50
2024
Q3 		$57K Sell
190
-205
-52% -$56.5K 0.03% 56
2024
Q2 		$100K Sell
395
-1
-0.3% -$265 0.06% 35
2024
Q1 		$112K Buy
+396
New +$115K 0.06% 35
2023
Q4 		– Sell
-395
Closed -$104K – 99
2023
Q3 		$104K Buy
+395
New +$113K 0.08% 34

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

Briaud Financial Planning's MCD Position: Q3 2025 in Review

Briaud Financial Planning sold out of McDonald's (MCD) in Q3 2025, closing a stake of 225 shares — an estimated $65K sold.

Briaud Financial Planning first reported a position in MCD in Q3 2023 and held it in 7 quarters. The position peaked at $112K in Q1 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Briaud Financial Planning reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 225 McDonald's shares in Q3 2025, an estimated $65K.
  • Briaud Financial Planning first reported a position in McDonald's in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's McDonald's position peaked at $112K in Q1 2024.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.