CAWM
MCD icon

Capital A Wealth Management’s McDonald's MCD Stock Holding History

Capital A 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
Q2 		$76.8K Buy
259
+147
+131% +$45.3K 0.86% 23
2025
Q1 		$35K Sell
112
-11
-9% -$3.29K 0.04% 177
2024
Q4 		$35.7K Buy
+123
New +$36.7K 0.06% 175

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital A Wealth Management's MCD Position: Q2 2025 in Review

Capital A Wealth Management increased its McDonald's (MCD) stake by 131% in Q2 2025, buying an estimated $45.3K and bringing the position to 259 shares worth $76.8K. The position accounts for 0.86% of the portfolio, ranked #23.

Capital A Wealth Management first reported a position in MCD in Q4 2024 and has held it in 3 quarters since. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Capital A Wealth Management held 259 shares of McDonald's worth $76.8K as of Q2 2025.
  • Capital A Wealth Management bought 147 McDonald's shares in Q2 2025, an estimated $45.3K.
  • McDonald's made up 0.86% of Capital A Wealth Management's portfolio in Q2 2025, its #23 holding.
  • Capital A Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 3 quarters since.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.