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

Drive 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
2026 Q1	$1.51M	Sell	4,842 -420	-8%	-$134K	0.32%	56
2025 Q4	$1.61M	Sell	5,262 -299	-5%	-$91.6K	0.31%	60
2025 Q3	$1.69M	Buy	5,561 +157	+3%	+$47.8K	0.36%	63
2025 Q2	$1.58M	Sell	5,404 -21	-0.4%	-$6.47K	0.35%	69
2025 Q1	$1.69M	Buy	5,425 +3,399	+168%	+$1.02M	0.4%	58
2024 Q4	$587K	Buy	2,026 +70	+4%	+$20.9K	0.14%	114
2024 Q3	$596K	Buy	1,956 +125	+7%	+$34.5K	0.16%	112
2024 Q2	$467K	Sell	1,831 -76	-4%	-$20.2K	0.13%	140
2024 Q1	$538K	Sell	1,907 -72	-4%	-$20.9K	0.15%	118
2023 Q4	$587K	Buy	1,979 +75	+4%	+$20.4K	0.19%	107
2023 Q3	$502K	Buy	1,904 +196	+11%	+$55.9K	0.18%	108
2023 Q2	$510K	Buy	1,708 +156	+10%	+$45.3K	0.19%	113
2023 Q1	$434K	Buy	1,552 +202	+15%	+$54.1K	0.18%	134
2022 Q4	$356K	Buy	1,350 +466	+53%	+$123K	0.18%	134
2022 Q3	$204K	Buy	+884	New	+$226K	0.19%	139

Other funds holding MCD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return