Darden Wealth Group’s McDonald's MCD Stock Holding History

Darden Wealth Group’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	-1,420	Closed	-$444K	–	134
2025 Q1	$444K	Hold	1,420	–	–	0.34%	64
2024 Q4	$412K	Hold	1,420	–	–	0.28%	69
2024 Q3	$432K	Hold	1,420	–	–	0.31%	66
2024 Q2	$362K	Hold	1,420	–	–	0.22%	68
2024 Q1	$400K	Hold	1,420	–	–	0.31%	71
2023 Q4	$421K	Buy	+1,420	New	+$386K	0.4%	63

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Darden Wealth Group's MCD Position: Q2 2025 in Review

Darden Wealth Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,420 shares — an estimated $444K sold.

Darden Wealth Group first reported a position in MCD in Q4 2023 and held it in 6 quarters. The position peaked at $444K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Darden Wealth Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Darden Wealth Group sold 1,420 McDonald's shares in Q2 2025, an estimated $444K.
Darden Wealth Group first reported a position in McDonald's in Q4 2023 and held it in 6 quarters.
Darden Wealth Group's McDonald's position peaked at $444K in Q1 2025.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Darden Wealth Group's 13F filing for Q2 2025, filed 31 Jul 2025.