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Defined Financial Planning’s McDonald's MCD Stock Holding History

Defined Financial Planning’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 		$507K Buy
1,722
+292
+20% +$88.9K 0.42% 33
2025
Q2 		$428K Sell
1,430
-935
-40% -$288K 0.38% 35
2025
Q1 		$742K Buy
2,365
+419
+22% +$125K 0.75% 26
2024
Q4 		$564K Buy
+1,946
New +$580K 0.6% 30

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

Defined Financial Planning's MCD Position: Q3 2025 in Review

Defined Financial Planning increased its McDonald's (MCD) stake by 20% in Q3 2025, buying an estimated $88.9K and bringing the position to 1,722 shares worth $507K. The position accounts for 0.42% of the portfolio, ranked #33.

Defined Financial Planning first reported a position in MCD in Q4 2024 and has held it in 4 quarters since. The position peaked at $742K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Defined Financial Planning held 1,722 shares of McDonald's worth $507K as of Q3 2025.
  • Defined Financial Planning bought 292 McDonald's shares in Q3 2025, an estimated $88.9K.
  • McDonald's made up 0.42% of Defined Financial Planning's portfolio in Q3 2025, its #33 holding.
  • Defined Financial Planning first reported a position in McDonald's in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's McDonald's position peaked at $742K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.