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

Compass 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 		– Sell
-4
Closed -$1.25K – 296
2025
Q1 		$1.25K Hold
4
– – ﹤0.01% 417
2024
Q4 		$1.16K Hold
4
– – ﹤0.01% 382
2024
Q3 		$1.22K Hold
4
– – ﹤0.01% 384
2024
Q2 		$1.02K Hold
4
– – ﹤0.01% 390
2024
Q1 		$1.13K Hold
4
– – ﹤0.01% 378
2023
Q4 		$1.19K Hold
4
– – ﹤0.01% 370
2023
Q3 		$1.05K Sell
4
-165
-98% -$47.1K ﹤0.01% 384
2023
Q2 		$50.4K Hold
169
– – 0.02% 241
2023
Q1 		$47.3K Hold
169
– – 0.02% 244
2022
Q4 		$44.5K Buy
+169
New +$44.6K 0.01% 247

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

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

Compass Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 4 shares — an estimated $1.25K sold.

Compass Wealth Management first reported a position in MCD in Q4 2022 and held it in 10 quarters. The position peaked at $50.4K in Q2 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Compass Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 4 McDonald's shares in Q2 2025, an estimated $1.25K.
  • Compass Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's McDonald's position peaked at $50.4K in Q2 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.