GEN Financial Management’s McDonald's MCD Stock Holding History

GEN Financial 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	-726	Closed	-$227K	–	49
2025 Q1	$227K	Hold	726	–	–	0.15%	47
2024 Q4	$210K	Buy	+726	New	+$216K	0.14%	51

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

Norges Bank Oslo, Norway $935B AUM

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

GEN Financial Management's MCD Position: Q2 2025 in Review

GEN Financial Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 726 shares — an estimated $227K sold.

GEN Financial Management first reported a position in MCD in Q4 2024 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

GEN Financial Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
GEN Financial Management sold 726 McDonald's shares in Q2 2025, an estimated $227K.
GEN Financial Management first reported a position in McDonald's in Q4 2024 and held it in 2 quarters.
GEN Financial Management's McDonald's position peaked at $227K in Q1 2025.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on GEN Financial Management's 13F filing for Q2 2025, filed 18 Jul 2025.