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Evexia Wealth’s McDonald's MCD Stock Holding History

Evexia Wealth’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
Q3 		– Sell
-14,242
Closed -$4.23M – 80
2025
Q2 		$4.23M Buy
14,242
+569
+4% +$175K 1.33% 28
2025
Q1 		$4.16M Buy
13,673
+13
+0.1% +$3.89K 1.51% 23
2024
Q4 		$4.02M Sell
13,660
-121
-0.9% -$36.1K 1.36% 25
2024
Q3 		$4.15M Sell
13,781
-4,426
-24% -$1.22M 1.47% 25
2024
Q2 		$4.73M Buy
18,207
+124
+0.7% +$32.9K 1.77% 22
2024
Q1 		$4.84M Buy
18,083
+2,918
+19% +$849K 1.99% 22
2023
Q4 		$4.5M Buy
15,165
+266
+2% +$72.4K 1.9% 23
2023
Q3 		$3.84M Buy
14,899
+703
+5% +$201K 1.95% 25
2023
Q2 		$4.15M Buy
14,196
+93
+0.7% +$27K 1.99% 24
2023
Q1 		$4.18M Buy
+14,103
New +$3.78M 2.25% 24

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evexia Wealth's MCD Position: Q3 2025 in Review

Evexia Wealth sold out of McDonald's (MCD) in Q3 2025, closing a stake of 14,242 shares — an estimated $4.23M sold.

Evexia Wealth first reported a position in MCD in Q1 2023 and held it in 10 quarters. The position peaked at $4.84M in Q1 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Evexia Wealth reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Evexia Wealth sold 14,242 McDonald's shares in Q3 2025, an estimated $4.23M.
  • Evexia Wealth first reported a position in McDonald's in Q1 2023 and held it in 10 quarters.
  • Evexia Wealth's McDonald's position peaked at $4.84M in Q1 2024.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Evexia Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.