EFA
MCD icon

Edge Financial Advisors’s McDonald's MCD Stock Holding History

Edge Financial Advisors’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 		$421K Sell
1,376
-10
-0.7% -$3.06K 0.18% 97
2025
Q3 		$421K Buy
1,386
+51
+4% +$15.5K 0.19% 95
2025
Q2 		$392K Buy
1,335
+19
+1% +$5.86K 0.21% 79
2025
Q1 		$411K Buy
1,316
+105
+9% +$31.4K 0.26% 62
2024
Q4 		$351K Sell
1,211
-33
-3% -$9.84K 0.31% 66
2024
Q3 		$379K Sell
1,244
-47
-4% -$13K 0.34% 61
2024
Q2 		$329K Buy
1,291
+55
+4% +$14.6K 0.34% 69
2024
Q1 		$348K Buy
+1,236
New +$359K 0.31% 89

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Edge Financial Advisors's MCD Position: Q4 2025 in Review

Edge Financial Advisors reduced its McDonald's (MCD) stake by 0.72% in Q4 2025, selling an estimated $3.06K and leaving 1,376 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #97.

Edge Financial Advisors first reported a position in MCD in Q1 2024 and has held it in 8 quarters since. The position peaked at $421K in Q3 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Edge Financial Advisors held 1,376 shares of McDonald's worth $421K as of Q4 2025.
  • Edge Financial Advisors sold 10 McDonald's shares in Q4 2025, an estimated $3.06K.
  • McDonald's made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #97 holding.
  • Edge Financial Advisors first reported a position in McDonald's in Q1 2024 and has held it in 8 quarters since.
  • Edge Financial Advisors's McDonald's position peaked at $421K in Q3 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.