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

Hemington 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 		$342K Buy
1,128
+44
+4% +$13.4K 0.04% 100
2025
Q2 		$316K Sell
1,084
-5
-0.5% -$1.54K 0.05% 100
2025
Q1 		$340K Buy
1,089
+68
+7% +$20.3K 0.05% 91
2024
Q4 		$295K Buy
1,021
+53
+5% +$15.8K 0.07% 96
2024
Q3 		$282K Sell
968
-164
-14% -$45.2K 0.08% 97
2024
Q2 		$288K Buy
1,132
+31
+3% +$8.22K 0.1% 94
2024
Q1 		$311K Sell
1,101
-38
-3% -$11.1K 0.11% 92
2023
Q4 		$338K Hold
1,139
– – 0.13% 81
2023
Q3 		$300K Sell
1,139
-122
-10% -$34.8K 0.14% 76
2023
Q2 		$376K Sell
1,261
-30
-2% -$8.72K 0.15% 70
2023
Q1 		$360K Hold
1,291
– – 0.15% 71
2022
Q4 		$340K Sell
1,291
-24
-2% -$6.33K 0.15% 71
2022
Q3 		$303K Buy
1,315
+214
+19% +$54.7K 0.13% 72
2022
Q2 		$272K Sell
1,101
-30
-3% -$7.39K 0.11% 85
2022
Q1 		$280K Buy
+1,131
New +$282K 0.09% 93
2021
Q4 		– Sell
-1,070
Closed -$258K – 93
2021
Q3 		$258K Buy
1,070
+12
+1% +$2.86K 0.1% 86
2021
Q2 		$244K Sell
1,058
-12
-1% -$2.79K 0.1% 81
2021
Q1 		$240K Buy
+1,070
New +$229K 0.1% 80

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

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

Hemington Wealth Management increased its McDonald's (MCD) stake by 4.1% in Q3 2025, buying an estimated $13.4K and bringing the position to 1,128 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #100.

Hemington Wealth Management first reported a position in MCD in Q1 2021 and has held it in 18 quarters since. The position peaked at $376K in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Hemington Wealth Management held 1,128 shares of McDonald's worth $342K as of Q3 2025.
  • Hemington Wealth Management bought 44 McDonald's shares in Q3 2025, an estimated $13.4K.
  • McDonald's made up 0.04% of Hemington Wealth Management's portfolio in Q3 2025, its #100 holding.
  • Hemington Wealth Management first reported a position in McDonald's in Q1 2021 and has held it in 18 quarters since.
  • Hemington Wealth Management's McDonald's position peaked at $376K in Q2 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.