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Creekmur Asset Management’s McDonald's MCD Stock Holding History

Creekmur Asset 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 		$505K Sell
1,662
-453
-21% -$138K 0.08% 124
2025
Q2 		$618K Buy
2,115
+210
+11% +$64.7K 0.11% 116
2025
Q1 		$595K Buy
1,905
+642
+51% +$192K 0.12% 100
2024
Q4 		$366K Sell
1,263
-1
-0.1% -$298 0.08% 92
2024
Q3 		$385K Sell
1,264
-56
-4% -$15.4K 0.09% 83
2024
Q2 		$336K Sell
1,320
-34
-3% -$9.02K 0.09% 90
2024
Q1 		$382K Buy
1,354
+50
+4% +$14.5K 0.13% 75
2023
Q4 		$387K Buy
+1,304
New +$355K 0.12% 88

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

Creekmur Asset Management's MCD Position: Q3 2025 in Review

Creekmur Asset Management reduced its McDonald's (MCD) stake by 21% in Q3 2025, selling an estimated $138K and leaving 1,662 shares worth $505K. The position accounts for 0.08% of the portfolio, ranked #124.

Creekmur Asset Management first reported a position in MCD in Q4 2023 and has held it in 8 quarters since. The position peaked at $618K in Q2 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Creekmur Asset Management held 1,662 shares of McDonald's worth $505K as of Q3 2025.
  • Creekmur Asset Management sold 453 McDonald's shares in Q3 2025, an estimated $138K.
  • McDonald's made up 0.08% of Creekmur Asset Management's portfolio in Q3 2025, its #124 holding.
  • Creekmur Asset Management first reported a position in McDonald's in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's McDonald's position peaked at $618K in Q2 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.