GenTrust’s McDonald's MCD Stock Holding History

GenTrust’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	-1,118	Closed	-$349K	–	191
2025 Q1	$349K	Hold	1,118	–	–	0.02%	146
2024 Q4	$324K	Hold	1,118	–	–	0.01%	155
2024 Q3	$341K	Buy	+1,118	New	+$308K	0.02%	153
2024 Q2	–	Sell	-1,043	Closed	-$294K	–	184
2024 Q1	$294K	Buy	1,043 +210	+25%	+$61.1K	0.02%	116
2023 Q4	$247K	Hold	833	–	–	0.02%	117
2023 Q3	$220K	Hold	833	–	–	0.02%	124
2023 Q2	$249K	Hold	833	–	–	0.02%	126
2023 Q1	$233K	Buy	+833	New	+$223K	0.02%	132

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 $134M AUM 21.11% 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

GenTrust's MCD Position: Q2 2025 in Review

GenTrust sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,118 shares — an estimated $349K sold.

GenTrust first reported a position in MCD in Q1 2023 and held it in 8 quarters. The position peaked at $349K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

GenTrust reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
GenTrust sold 1,118 McDonald's shares in Q2 2025, an estimated $349K.
GenTrust first reported a position in McDonald's in Q1 2023 and held it in 8 quarters.
GenTrust's McDonald's position peaked at $349K in Q1 2025.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on GenTrust's 13F filing for Q2 2025, filed 31 Jul 2025.