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EnRich Financial Partners’s McDonald's MCD Stock Holding History

EnRich Financial Partners’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 		– Sell
-256
Closed -$74.2K – 153
2024
Q4 		$74.2K Hold
256
– – 0.02% 89
2024
Q3 		$78K Hold
256
– – 0.03% 86
2024
Q2 		$65.2K Hold
256
– – 0.02% 92
2024
Q1 		$72.2K Buy
+256
New +$74.5K 0.03% 82

Other funds holding MCD

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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

EnRich Financial Partners's MCD Position: Q1 2025 in Review

EnRich Financial Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 256 shares — an estimated $74.2K sold.

EnRich Financial Partners first reported a position in MCD in Q1 2024 and held it in 4 quarters. The position peaked at $78K in Q3 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • EnRich Financial Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 256 McDonald's shares in Q1 2025, an estimated $74.2K.
  • EnRich Financial Partners first reported a position in McDonald's in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's McDonald's position peaked at $78K in Q3 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.