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

Crowley 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 Q4	–	Sell	-1,670	Closed	-$507K	–	210
2025 Q3	$507K	Hold	1,670	–	–	0.4%	42
2025 Q2	$488K	Buy	1,670 +100	+6%	+$30.8K	0.44%	42
2025 Q1	$490K	Buy	1,570 +5	+0.3%	+$1.5K	0.47%	40
2024 Q4	$454K	Buy	+1,565	New	+$467K	0.4%	45

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crowley Wealth Management's MCD Position: Q4 2025 in Review

Crowley Wealth Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,670 shares — an estimated $507K sold.

Crowley Wealth Management first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $507K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Crowley Wealth Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 1,670 McDonald's shares in Q4 2025, an estimated $507K.
Crowley Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's McDonald's position peaked at $507K in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.