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Carolinas Wealth Consulting’s McDonald's MCD Stock Holding History

Carolinas Wealth Consulting’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
-375
Closed -$117K – 564
2025
Q1 		$117K Buy
375
+6
+2% +$1.79K 0.03% 222
2024
Q4 		$107K Sell
369
-4
-1% -$1.19K 0.02% 242
2024
Q3 		$113K Hold
373
– – 0.02% 240
2024
Q2 		$94.8K Sell
373
-237
-39% -$62.9K 0.02% 265
2024
Q1 		$172K Sell
610
-19,999
-97% -$5.82M 0.03% 191
2023
Q4 		$221K Sell
20,609
-159
-0.8% -$43.3K 0.05% 148
2023
Q3 		$239K Buy
20,768
+1
+0% +$285 0.06% 131
2023
Q2 		$269K Sell
20,767
-99
-0.5% -$28.8K 0.05% 152
2023
Q1 		$281K Buy
20,866
+374
+2% +$100K 0.06% 142
2022
Q4 		$167K Sell
20,492
-206
-1% -$54.3K 0.04% 181
2022
Q3 		$197K Sell
20,698
-54
-0.3% -$13.8K 0.05% 156
2022
Q2 		$222K Buy
20,752
+20,138
+3,280% +$4.96M 0.06% 145
2022
Q1 		$152K Sell
614
-280
-31% -$69.7K 0.03% 204
2021
Q4 		$240K Buy
894
+291
+48% +$73.5K 0.05% 155
2021
Q3 		$145K Sell
603
-42
-7% -$10K 0.03% 200
2021
Q2 		$149K Buy
645
+104
+19% +$24.2K 0.03% 211
2021
Q1 		$121K Buy
541
+154
+40% +$32.9K 0.03% 230
2020
Q4 		$83K Buy
387
+223
+136% +$48.5K 0.02% 256
2020
Q3 		$36K Buy
164
+32
+24% +$6.57K 0.01% 322
2020
Q2 		$24K Buy
+132
New +$24.2K 0.01% 271

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

Carolinas Wealth Consulting's MCD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of McDonald's (MCD) in Q2 2025, closing a stake of 375 shares — an estimated $117K sold.

Carolinas Wealth Consulting first reported a position in MCD in Q2 2020 and held it in 20 quarters. The position peaked at $281K in Q1 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 375 McDonald's shares in Q2 2025, an estimated $117K.
  • Carolinas Wealth Consulting first reported a position in McDonald's in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's McDonald's position peaked at $281K in Q1 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.