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Delta Financial Group’s McDonald's MCD Stock Holding History

Delta Financial 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
Q1 		$795K Sell
2,600
-21
-0.8% -$6.28K 0.18% 93
2024
Q4 		$760K Buy
+2,621
New +$782K 0.18% 92
2024
Q2 		– Sell
-2,600
Closed -$733K – 186
2024
Q1 		$733K Buy
2,600
+30
+1% +$8.72K 0.22% 84
2023
Q4 		$762K Buy
2,570
+71
+3% +$19.3K 0.24% 79
2023
Q3 		$658K Buy
+2,499
New +$713K 0.23% 78
2023
Q2 		– Sell
-2,200
Closed -$615K – 153
2023
Q1 		$615K Sell
2,200
-3
-0.1% -$804 0.24% 79
2022
Q4 		$588K Buy
+2,203
New +$581K 0.26% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delta Financial Group's MCD Position: Q1 2025 in Review

Delta Financial Group reduced its McDonald's (MCD) stake by 0.8% in Q1 2025, selling an estimated $6.28K and leaving 2,600 shares worth $795K. The position accounts for 0.18% of the portfolio, ranked #93.

Delta Financial Group first reported a position in MCD in Q4 2022 and has held it in 7 quarters since. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Delta Financial Group held 2,600 shares of McDonald's worth $795K as of Q1 2025.
  • Delta Financial Group sold 21 McDonald's shares in Q1 2025, an estimated $6.28K.
  • McDonald's made up 0.18% of Delta Financial Group's portfolio in Q1 2025, its #93 holding.
  • Delta Financial Group first reported a position in McDonald's in Q4 2022 and has held it in 7 quarters since.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.