FGC
MCD icon

Financial Gravity Companies’s McDonald's MCD Stock Holding History

Financial Gravity Companies’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 		$29.2K Buy
+100
New +$30.8K 0.01% 385
2024
Q4 		$29K Buy
100
+98
+4,900% +$29.2K 0.01% 384
2024
Q3 		$609 Buy
+2
New +$551 ﹤0.01% 573
2018
Q4 		$54K Buy
+305
New +$54.1K 0.05% 312
2018
Q1 		$36K Buy
221
+16
+8% +$2.63K 0.04% 422
2017
Q4 		$35K Buy
+205
New +$34.4K 0.04% 392

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

Financial Gravity Companies's MCD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in McDonald's (MCD) in Q2 2025: 100 shares worth $29.2K. The stake represents 0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCD as recently as Q4 2024.

Financial Gravity Companies first reported a position in MCD in Q4 2017 and has held it in 6 quarters since. The position peaked at $54K in Q4 2018. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Financial Gravity Companies held 100 shares of McDonald's worth $29.2K as of Q2 2025.
  • McDonald's was a new Financial Gravity Companies position in Q2 2025.
  • McDonald's made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #385 holding.
  • Financial Gravity Companies first reported a position in McDonald's in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's McDonald's position peaked at $54K in Q4 2018.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.