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

FSA 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 Q3	$75.7K	Sell	249 -18	-7%	-$5.48K	0.03%	120
2025 Q2	$78.1K	Sell	267 -31	-10%	-$9.56K	0.03%	111
2025 Q1	$93.2K	Buy	298 +95	+47%	+$28.4K	0.04%	89
2024 Q4	$58.9K	Sell	203 -33	-14%	-$9.84K	0.02%	137
2024 Q3	$72K	Buy	+236	New	+$65K	0.03%	123
2024 Q1	$85.5K	Buy	303 +100	+49%	+$29.1K	0.04%	94
2023 Q4	$60K	Buy	+203	New	+$55.3K	0.03%	120
2021 Q1	–	Sell	-758	Closed	-$163K	–	156
2020 Q4	$163K	Buy	+758	New	+$165K	0.08%	60
2020 Q3	–	Sell	-758	Closed	-$140K	–	222
2020 Q2	$140K	Sell	758 -40	-5%	-$7.33K	0.1%	67
2020 Q1	$132K	Hold	798	–	–	0.11%	64
2019 Q4	$158K	Buy	+798	New	+$158K	0.11%	67

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's MCD Position: Q3 2025 in Review

FSA Wealth Management reduced its McDonald's (MCD) stake by 6.7% in Q3 2025, selling an estimated $5.48K and leaving 249 shares worth $75.7K. The position accounts for 0.03% of the portfolio, ranked #120.

FSA Wealth Management first reported a position in MCD in Q4 2019 and has held it in 11 quarters since. The position peaked at $163K in Q4 2020. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

FSA Wealth Management held 249 shares of McDonald's worth $75.7K as of Q3 2025.
FSA Wealth Management sold 18 McDonald's shares in Q3 2025, an estimated $5.48K.
McDonald's made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #120 holding.
FSA Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's McDonald's position peaked at $163K in Q4 2020.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.