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Enterprise Bank & Trust’s McDonald's MCD Stock Holding History

Enterprise Bank & Trust’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
Q2 		$2.18M Hold
7,464
– – 0.82% 34
2025
Q1 		$2.33M Sell
7,464
-16
-0.2% -$4.79K 0.9% 34
2024
Q4 		$2.17M Buy
7,480
+204
+3% +$60.8K 0.71% 36
2024
Q3 		$2.22M Buy
7,276
+3,080
+73% +$849K 0.71% 38
2024
Q2 		$1.07M Sell
4,196
-8
-0.2% -$2.12K 0.37% 54
2024
Q1 		$1.19M Buy
4,204
+27
+0.6% +$7.85K 0.41% 52
2023
Q4 		$1.24M Buy
4,177
+238
+6% +$64.8K 0.44% 49
2023
Q3 		$1.04M Buy
3,939
+1,667
+73% +$475K 0.43% 51
2023
Q2 		$678K Sell
2,272
-49
-2% -$14.2K 0.26% 66
2023
Q1 		$649K Sell
2,321
-247
-10% -$66.2K 0.28% 67
2022
Q4 		$677K Buy
2,568
+810
+46% +$214K 0.32% 67
2022
Q3 		$406K Buy
1,758
+25
+1% +$6.39K 0.21% 72
2022
Q2 		$428K Buy
1,733
+79
+5% +$19.5K 0.19% 73
2022
Q1 		$409K Hold
1,654
– – 0.16% 74
2021
Q4 		$443K Hold
1,654
– – 0.15% 74
2021
Q3 		$399K Hold
1,654
– – 0.16% 69
2021
Q2 		$382K Hold
1,654
– – 0.15% 68
2021
Q1 		$371K Sell
1,654
-20
-1% -$4.28K 0.16% 68
2020
Q4 		$359K Hold
1,674
– – 0.15% 69
2020
Q3 		$367K Sell
1,674
-784
-32% -$161K 0.17% 64
2020
Q2 		$453K Hold
2,458
– – 0.23% 62
2020
Q1 		$406K Buy
2,458
+135
+6% +$26.6K 0.24% 62
2019
Q4 		$459K Sell
2,323
-50
-2% -$9.92K 0.21% 68
2019
Q3 		$510K Sell
2,373
-200
-8% -$42.9K 0.25% 66
2019
Q2 		$534K Sell
2,573
-188
-7% -$37.2K 0.28% 65
2019
Q1 		$524K Buy
+2,761
New +$501K 0.22% 75

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Enterprise Bank & Trust's MCD Position: Q2 2025 in Review

Enterprise Bank & Trust held its McDonald's (MCD) position steady in Q2 2025 at 7,464 shares worth $2.18M. The position accounts for 0.82% of the portfolio, ranked #34.

Enterprise Bank & Trust first reported a position in MCD in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Enterprise Bank & Trust held 7,464 shares of McDonald's worth $2.18M as of Q2 2025.
  • Enterprise Bank & Trust left its McDonald's share count unchanged in Q2 2025.
  • McDonald's made up 0.82% of Enterprise Bank & Trust's portfolio in Q2 2025, its #34 holding.
  • Enterprise Bank & Trust first reported a position in McDonald's in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's McDonald's position peaked at $2.33M in Q1 2025.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.