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

Gitterman 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	$298K	Sell	979 -816	-45%	-$248K	0.07%	86
2025 Q2	$525K	Buy	1,795 +814	+83%	+$251K	0.12%	42
2025 Q1	$306K	Hold	981	–	–	0.08%	76
2024 Q4	$284K	Buy	981 +2	+0.2%	+$596	0.12%	77
2024 Q3	$298K	Sell	979 -1,020	-51%	-$281K	0.12%	63
2024 Q2	$510K	Buy	1,999 +1,020	+104%	+$271K	0.2%	27
2024 Q1	$276K	Hold	979	–	–	0.11%	67
2023 Q4	$290K	Hold	979	–	–	0.13%	52
2023 Q3	$258K	Sell	979 -114	-10%	-$32.5K	0.12%	47
2023 Q2	$326K	Buy	+1,093	New	+$318K	0.15%	37

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

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

Gitterman Wealth Management reduced its McDonald's (MCD) stake by 45% in Q3 2025, selling an estimated $248K and leaving 979 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #86.

Gitterman Wealth Management first reported a position in MCD in Q2 2023 and has held it in 10 quarters since. The position peaked at $525K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Gitterman Wealth Management held 979 shares of McDonald's worth $298K as of Q3 2025.
Gitterman Wealth Management sold 816 McDonald's shares in Q3 2025, an estimated $248K.
McDonald's made up 0.07% of Gitterman Wealth Management's portfolio in Q3 2025, its #86 holding.
Gitterman Wealth Management first reported a position in McDonald's in Q2 2023 and has held it in 10 quarters since.
Gitterman Wealth Management's McDonald's position peaked at $525K in Q2 2025.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.