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JDM Financial Group’s McDonald's MCD Stock Holding History

JDM Financial Group’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
-33
Closed -$10K – 276
2025
Q3 		$10K Hold
33
– – ﹤0.01% 195
2025
Q2 		$9.64K Hold
33
– – ﹤0.01% 188
2025
Q1 		$10.3K Hold
33
– – 0.01% 175
2024
Q4 		$9.57K Sell
33
-11
-25% -$3.28K 0.01% 185
2024
Q3 		$13.4K Buy
44
+11
+33% +$3.03K 0.01% 149
2024
Q2 		$8.41K Hold
33
– – 0.01% 157
2024
Q1 		$9.3K Hold
33
– – 0.01% 146
2023
Q4 		$9.79K Hold
33
– – 0.01% 133
2023
Q3 		$8.69K Hold
33
– – 0.01% 134
2023
Q2 		$9.85K Hold
33
– – 0.01% 133
2023
Q1 		$9.23K Sell
33
-67
-67% -$17.9K 0.01% 138
2022
Q4 		$26.4K Buy
+100
New +$26.4K 0.03% 90

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

JDM Financial Group's MCD Position: Q4 2025 in Review

JDM Financial Group sold out of McDonald's (MCD) in Q4 2025, closing a stake of 33 shares — an estimated $10K sold.

JDM Financial Group first reported a position in MCD in Q4 2022 and held it in 12 quarters. The position peaked at $26.4K in Q4 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • JDM Financial Group reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 33 McDonald's shares in Q4 2025, an estimated $10K.
  • JDM Financial Group first reported a position in McDonald's in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's McDonald's position peaked at $26.4K in Q4 2022.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.