FSG
MCD icon

Financial Strategies Group’s McDonald's MCD Stock Holding History

Financial Strategies Group’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
-716
Closed -$215K – 98
2025
Q2 		$215K Sell
716
-1,324
-65% -$408K 0.04% 90
2025
Q1 		$637K Buy
2,040
+9
+0.4% +$2.69K 0.15% 58
2024
Q4 		$573K Hold
2,031
– – 0.14% 56
2024
Q3 		$629K Hold
2,031
– – 0.15% 48
2024
Q2 		$499K Sell
2,031
-82
-4% -$21.8K 0.13% 55
2024
Q1 		$569K Hold
2,113
– – 0.15% 47
2023
Q4 		$635K Hold
2,113
– – 0.18% 46
2023
Q3 		$531K Hold
2,113
– – 0.17% 49
2023
Q2 		$631K Buy
2,113
+87
+4% +$25.3K 0.2% 46
2023
Q1 		$566K Buy
2,026
+97
+5% +$26K 0.22% 49
2022
Q4 		$508K Sell
1,929
-283
-13% -$74.7K 0.21% 52
2022
Q3 		$510K Buy
2,212
+291
+15% +$74.4K 0.23% 53
2022
Q2 		$474K Buy
1,921
+5
+0.3% +$1.23K 0.2% 55
2022
Q1 		$474K Hold
1,916
– – 0.19% 58
2021
Q4 		$514K Sell
1,916
-24
-1% -$6.06K 0.21% 53
2021
Q3 		$468K Buy
1,940
+33
+2% +$7.88K 0.21% 49
2021
Q2 		$440K Hold
1,907
– – 0.2% 46
2021
Q1 		$427K Buy
1,907
+299
+19% +$63.9K 0.22% 41
2020
Q4 		$345K Hold
1,608
– – 0.19% 44
2020
Q3 		$353K Hold
1,608
– – 0.24% 38
2020
Q2 		$297K Hold
1,608
– – 0.22% 34
2020
Q1 		$266K Hold
1,608
– – 0.24% 34
2019
Q4 		$318K Buy
+1,608
New +$319K 0.26% 35

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

Financial Strategies Group's MCD Position: Q3 2025 in Review

Financial Strategies Group sold out of McDonald's (MCD) in Q3 2025, closing a stake of 716 shares — an estimated $215K sold.

Financial Strategies Group first reported a position in MCD in Q4 2019 and held it in 23 quarters. The position peaked at $637K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Financial Strategies Group reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Financial Strategies Group sold 716 McDonald's shares in Q3 2025, an estimated $215K.
  • Financial Strategies Group first reported a position in McDonald's in Q4 2019 and held it in 23 quarters.
  • Financial Strategies Group's McDonald's position peaked at $637K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Financial Strategies Group's 13F filing for Q3 2025, filed 4 Nov 2025.