IHWM
MCD icon

Iron Horse Wealth Management’s McDonald's MCD Stock Holding History

Iron Horse 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
Q2 		$145K Hold
497
– – 0.04% 68
2025
Q1 		$155K Buy
497
+103
+26% +$30.8K 0.05% 60
2024
Q4 		$114K Buy
394
+65
+20% +$19.4K 0.04% 73
2024
Q3 		$100K Buy
329
+65
+25% +$17.9K 0.03% 67
2024
Q2 		$67.3K Sell
264
-5
-2% -$1.33K 0.03% 84
2024
Q1 		$75.8K Buy
269
+65
+32% +$18.9K 0.03% 70
2023
Q4 		$60.5K Sell
204
-21
-9% -$5.72K 0.03% 75
2023
Q3 		$59.3K Hold
225
– – 0.03% 73
2023
Q2 		$67.1K Hold
225
– – 0.03% 66
2023
Q1 		$62.9K Sell
225
-12
-5% -$3.21K 0.03% 71
2022
Q4 		$62K Buy
237
+186
+365% +$49.1K 0.03% 69
2022
Q3 		$12K Sell
51
-186
-78% -$47.5K 0.02% 86
2022
Q2 		$59K Buy
237
+2
+0.9% +$493 0.03% 64
2022
Q1 		$58K Buy
235
+20
+9% +$4.98K 0.03% 68
2021
Q4 		$58K Sell
215
-22
-9% -$5.55K 0.03% 65
2021
Q3 		$57K Hold
237
– – 0.04% 61
2021
Q2 		$55K Hold
237
– – 0.04% 64
2021
Q1 		$53K Buy
237
+209
+746% +$44.7K 0.04% 62
2020
Q4 		$6K Buy
+28
New +$6.09K ﹤0.01% 119

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Iron Horse Wealth Management's MCD Position: Q2 2025 in Review

Iron Horse Wealth Management held its McDonald's (MCD) position steady in Q2 2025 at 497 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #68.

Iron Horse Wealth Management first reported a position in MCD in Q4 2020 and has held it in 19 quarters since. The position peaked at $155K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Iron Horse Wealth Management held 497 shares of McDonald's worth $145K as of Q2 2025.
  • Iron Horse Wealth Management left its McDonald's share count unchanged in Q2 2025.
  • McDonald's made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #68 holding.
  • Iron Horse Wealth Management first reported a position in McDonald's in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's McDonald's position peaked at $155K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.