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

Centricity 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 		$164K Buy
561
+1
+0.2% +$308 0.13% 85
2025
Q1 		$175K Sell
560
-49
-8% -$14.7K 0.16% 77
2024
Q4 		$177K Buy
+609
New +$182K 0.16% 80

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's MCD Position: Q2 2025 in Review

Centricity Wealth Management increased its McDonald's (MCD) stake by 0.18% in Q2 2025, buying an estimated $308 and bringing the position to 561 shares worth $164K. The position accounts for 0.13% of the portfolio, ranked #85.

Centricity Wealth Management first reported a position in MCD in Q4 2024 and has held it in 3 quarters since. The position peaked at $177K in Q4 2024. 3,419 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Centricity Wealth Management held 561 shares of McDonald's worth $164K as of Q2 2025.
  • Centricity Wealth Management bought 1 McDonald's share in Q2 2025, an estimated $308.
  • McDonald's made up 0.13% of Centricity Wealth Management's portfolio in Q2 2025, its #85 holding.
  • Centricity Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's McDonald's position peaked at $177K in Q4 2024.
  • 3,419 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.