FLP Wealth Management’s McDonald's MCD Stock Holding History

FLP Wealth Management’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	-116	Closed	-$33.6K	–	294
2024 Q4	$33.6K	Buy	+116	New	+$34.6K	0.09%	131

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FLP Wealth Management's MCD Position: Q1 2025 in Review

FLP Wealth Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 116 shares — an estimated $33.6K sold.

FLP Wealth Management first reported a position in MCD in Q4 2024 and held it in 1 quarter. The position peaked at $33.6K in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

FLP Wealth Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 116 McDonald's shares in Q1 2025, an estimated $33.6K.
FLP Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's McDonald's position peaked at $33.6K in Q4 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.