Buffington Mohr McNeal’s McDonald's MCD Stock Holding History

Buffington Mohr McNeal’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	-826	Closed	-$240K	–	128
2024 Q4	$240K	Buy	826 +16	+2%	+$4.77K	0.04%	122
2024 Q3	$247K	Sell	810 -89	-10%	-$24.5K	0.04%	121
2024 Q2	$229K	Sell	899 -110	-11%	-$29.2K	0.04%	118
2024 Q1	$285K	Buy	1,009 +5	+0.5%	+$1.45K	0.05%	113
2023 Q4	$298K	Hold	1,004	–	–	0.06%	108
2023 Q3	$265K	Hold	1,004	–	–	0.06%	111
2023 Q2	$300K	Buy	+1,004	New	+$292K	0.06%	109
2020 Q3	–	Sell	-1,112	Closed	-$205K	–	119
2020 Q2	$205K	Buy	+1,112	New	+$204K	0.06%	114
2020 Q1	–	Sell	-1,112	Closed	-$220K	–	110
2019 Q4	$220K	Hold	1,112	–	–	0.06%	109
2019 Q3	$239K	Buy	+1,112	New	+$238K	0.07%	108
2019 Q2	–	Sell	-911	Closed	-$173K	–	241
2019 Q1	$173K	Buy	+911	New	+$165K	0.06%	126
2017 Q1	–	Sell	-955	Closed	-$116K	–	122
2016 Q4	$116K	Buy	+955	New	+$112K	0.04%	155

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Buffington Mohr McNeal's MCD Position: Q1 2025 in Review

Buffington Mohr McNeal sold out of McDonald's (MCD) in Q1 2025, closing a stake of 826 shares — an estimated $240K sold.

Buffington Mohr McNeal first reported a position in MCD in Q4 2016 and held it in 12 quarters. The position peaked at $300K in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Buffington Mohr McNeal reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Buffington Mohr McNeal sold 826 McDonald's shares in Q1 2025, an estimated $240K.
Buffington Mohr McNeal first reported a position in McDonald's in Q4 2016 and held it in 12 quarters.
Buffington Mohr McNeal's McDonald's position peaked at $300K in Q2 2023.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.