Granite Bay Wealth Management’s McDonald's MCD Stock Holding History

Granite Bay 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	–	Sell	-883	Closed	-$258K	–	85
2025 Q2	$258K	Sell	883 -105	-11%	-$32.4K	0.08%	63
2025 Q1	$309K	Buy	988 +33	+3%	+$9.87K	0.11%	55
2024 Q4	$277K	Buy	+955	New	+$285K	0.1%	62
2024 Q3	–	Sell	-953	Closed	-$243K	–	59
2024 Q2	$243K	Buy	953 +1	+0.1%	+$265	0.13%	59
2024 Q1	$268K	Sell	952 -59,314	-98%	-$17.3M	0.15%	68
2023 Q4	$16.4M	Buy	60,266 +12,819	+27%	+$3.49M	0.15%	64
2023 Q3	$13.5M	Buy	+47,447	New	+$13.5M	0.13%	73

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

Granite Bay Wealth Management's MCD Position: Q3 2025 in Review

Granite Bay Wealth Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 883 shares — an estimated $258K sold.

Granite Bay Wealth Management first reported a position in MCD in Q3 2023 and held it in 7 quarters. The position peaked at $16.4M in Q4 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Granite Bay Wealth Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Granite Bay Wealth Management sold 883 McDonald's shares in Q3 2025, an estimated $258K.
Granite Bay Wealth Management first reported a position in McDonald's in Q3 2023 and held it in 7 quarters.
Granite Bay Wealth Management's McDonald's position peaked at $16.4M in Q4 2023.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Granite Bay Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.