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Hopwood Financial Services’s McDonald's MCD Stock Holding History

Hopwood Financial Services’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
Q4 		– Sell
-589
Closed -$179K – 198
2025
Q3 		$179K Sell
589
-10
-2% -$3.04K 0.12% 94
2025
Q2 		$175K Buy
599
+1
+0.2% +$308 0.14% 89
2025
Q1 		$187K Sell
598
-30
-5% -$8.97K 0.14% 90
2024
Q4 		$182K Buy
+628
New +$187K 0.14% 87

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Hopwood Financial Services's MCD Position: Q4 2025 in Review

Hopwood Financial Services sold out of McDonald's (MCD) in Q4 2025, closing a stake of 589 shares — an estimated $179K sold.

Hopwood Financial Services first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $187K in Q1 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Hopwood Financial Services reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 589 McDonald's shares in Q4 2025, an estimated $179K.
  • Hopwood Financial Services first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's McDonald's position peaked at $187K in Q1 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.