FWM
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ForthRight Wealth Management’s McDonald's MCD Stock Holding History

ForthRight 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
Q2 		– Sell
-777
Closed -$243K – 70
2025
Q1 		$243K Buy
+777
New +$232K 0.08% 56
2021
Q1 		– Sell
-50
Closed -$11K – 125
2020
Q4 		$11K Buy
+50
New +$10.9K 0.01% 120

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 $134M AUM 21.11% 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

ForthRight Wealth Management's MCD Position: Q2 2025 in Review

ForthRight Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 777 shares — an estimated $243K sold.

ForthRight Wealth Management first reported a position in MCD in Q4 2020 and held it in 2 quarters. The position peaked at $243K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • ForthRight Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • ForthRight Wealth Management sold 777 McDonald's shares in Q2 2025, an estimated $243K.
  • ForthRight Wealth Management first reported a position in McDonald's in Q4 2020 and held it in 2 quarters.
  • ForthRight Wealth Management's McDonald's position peaked at $243K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on ForthRight Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.