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FullCircle Wealth’s McDonald's MCD Stock Holding History

FullCircle Wealth’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 		$1.02M Sell
3,407
-41
-1% -$12.5K 0.36% 96
2025
Q2 		$1.05M Buy
3,448
+25
+0.7% +$7.71K 0.39% 88
2025
Q1 		$1.08M Buy
3,423
+19
+0.6% +$5.68K 0.45% 72
2024
Q4 		$1.06M Sell
3,404
-134
-4% -$40K 0.43% 72
2024
Q3 		$1.05M Buy
3,538
+51
+1% +$14.1K 0.47% 73
2024
Q2 		$884K Buy
+3,487
New +$925K 0.43% 78

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

FullCircle Wealth's MCD Position: Q3 2025 in Review

FullCircle Wealth reduced its McDonald's (MCD) stake by 1.2% in Q3 2025, selling an estimated $12.5K and leaving 3,407 shares worth $1.02M. The position accounts for 0.36% of the portfolio, ranked #96.

FullCircle Wealth first reported a position in MCD in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • FullCircle Wealth held 3,407 shares of McDonald's worth $1.02M as of Q3 2025.
  • FullCircle Wealth sold 41 McDonald's shares in Q3 2025, an estimated $12.5K.
  • McDonald's made up 0.36% of FullCircle Wealth's portfolio in Q3 2025, its #96 holding.
  • FullCircle Wealth first reported a position in McDonald's in Q2 2024 and has held it in 6 quarters since.
  • FullCircle Wealth's McDonald's position peaked at $1.08M in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.