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

Forefront 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
Q4 		$1.98M Sell
6,492
-121
-2% -$37.1K 1.42% 27
2025
Q3 		$2.01M Sell
6,613
-193
-3% -$58.7K 1.47% 27
2025
Q2 		$1.99M Buy
6,806
+11
+0.2% +$3.39K 1.59% 25
2025
Q1 		$2.12M Buy
6,795
+10
+0.1% +$2.99K 1.96% 25
2024
Q4 		$1.97M Buy
+6,785
New +$2.02M 1.81% 25

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Forefront Wealth Management's MCD Position: Q4 2025 in Review

Forefront Wealth Management reduced its McDonald's (MCD) stake by 1.8% in Q4 2025, selling an estimated $37.1K and leaving 6,492 shares worth $1.98M. The position accounts for 1.42% of the portfolio, ranked #27.

Forefront Wealth Management first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.12M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Forefront Wealth Management held 6,492 shares of McDonald's worth $1.98M as of Q4 2025.
  • Forefront Wealth Management sold 121 McDonald's shares in Q4 2025, an estimated $37.1K.
  • McDonald's made up 1.42% of Forefront Wealth Management's portfolio in Q4 2025, its #27 holding.
  • Forefront Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
  • Forefront Wealth Management's McDonald's position peaked at $2.12M in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.