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CarsonAllaria Wealth Management’s McDonald's MCD Stock Holding History

CarsonAllaria 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 		– Sell
-557
Closed -$163K – 229
2025
Q2 		$163K Hold
557
– – 0.09% 75
2025
Q1 		$174K Buy
557
+1
+0.2% +$299 0.1% 74
2024
Q4 		$161K Buy
556
+1
+0.2% +$298 0.09% 74
2024
Q3 		$169K Hold
555
– – 0.1% 73
2024
Q2 		$141K Buy
555
+1
+0.2% +$265 0.09% 75
2024
Q1 		$156K Buy
554
+417
+304% +$121K 0.1% 77
2023
Q4 		$40.7K Sell
137
-19
-12% -$5.17K 0.03% 127
2023
Q3 		$41.3K Hold
156
– – 0.03% 120
2023
Q2 		$46.8K Sell
156
-25
-14% -$7.26K 0.04% 113
2023
Q1 		$50.7K Buy
181
+1
+0.6% +$268 0.04% 110
2022
Q4 		$48K Buy
180
+104
+137% +$27.4K 0.04% 111
2022
Q3 		$17K Sell
76
-688
-90% -$176K 0.02% 152
2022
Q2 		$189K Buy
764
+3
+0.4% +$739 0.18% 69
2022
Q1 		$188K Buy
761
+15
+2% +$3.74K 0.17% 65
2021
Q4 		$200K Buy
+746
New +$188K 0.18% 65

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

CarsonAllaria Wealth Management's MCD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 557 shares — an estimated $163K sold.

CarsonAllaria Wealth Management first reported a position in MCD in Q4 2021 and held it in 15 quarters. The position peaked at $200K in Q4 2021. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 557 McDonald's shares in Q3 2025, an estimated $163K.
  • CarsonAllaria Wealth Management first reported a position in McDonald's in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's McDonald's position peaked at $200K in Q4 2021.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.