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

Congress 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 		$24.6M Buy
84,271
+505
+0.6% +$156K 0.24% 99
2025
Q1 		$26.1M Buy
83,766
+13,122
+19% +$3.92M 0.31% 79
2024
Q4 		$20.5M Sell
70,644
-1,478
-2% -$441K 0.28% 94
2024
Q3 		$22M Buy
72,122
+11,659
+19% +$3.21M 0.29% 88
2024
Q2 		$15.4M Buy
60,463
+3,910
+7% +$1.04M 0.25% 118
2024
Q1 		$15.9M Buy
56,553
+1,586
+3% +$461K 0.28% 99
2023
Q4 		$16.3M Buy
54,967
+4,205
+8% +$1.14M 0.3% 85
2023
Q3 		$13.4M Buy
50,762
+981
+2% +$280K 0.28% 94
2023
Q2 		$14.9M Buy
49,781
+471
+1% +$137K 0.34% 68
2023
Q1 		$13.8M Buy
49,310
+1,815
+4% +$486K 0.33% 66
2022
Q4 		$12.5M Buy
47,495
+2,774
+6% +$732K 0.32% 78
2022
Q3 		$10.3M Buy
44,721
+1,230
+3% +$314K 0.28% 100
2022
Q2 		$10.7M Buy
43,491
+35,853
+469% +$8.83M 0.27% 97
2022
Q1 		$1.89M Sell
7,638
-1,135
-13% -$283K 0.04% 298
2021
Q4 		$2.35M Buy
+8,773
New +$2.22M 0.05% 292

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its McDonald's (MCD) stake by 0.6% in Q2 2025, buying an estimated $156K and bringing the position to 84,271 shares worth $24.6M. The position accounts for 0.24% of the portfolio, ranked #99.

Congress Wealth Management first reported a position in MCD in Q4 2021 and has held it in 15 quarters since. The position peaked at $26.1M in Q1 2025. 3,421 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Congress Wealth Management held 84,271 shares of McDonald's worth $24.6M as of Q2 2025.
  • Congress Wealth Management bought 505 McDonald's shares in Q2 2025, an estimated $156K.
  • McDonald's made up 0.24% of Congress Wealth Management's portfolio in Q2 2025, its #99 holding.
  • Congress Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's McDonald's position peaked at $26.1M in Q1 2025.
  • 3,421 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

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