Jentner Corp’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
4,118
+23
| +0.6% | +$7.09K | 0.32% | 18 |
|
|
2025
Q1 | $1.28M | Buy |
4,095
+24
| +0.6% | +$7.18K | 0.38% | 17 |
|
|
2024
Q4 | $1.18M | Buy |
4,071
+23
| +0.6% | +$6.86K | 0.34% | 20 |
|
|
2024
Q3 | $1.23M | Buy |
4,048
+28
| +0.7% | +$7.72K | 0.38% | 19 |
|
|
2024
Q2 | $1.02M | Buy |
4,020
+26
| +0.7% | +$6.9K | 0.34% | 20 |
|
|
2024
Q1 | $1.13M | Buy |
3,994
+23
| +0.6% | +$6.69K | 0.4% | 17 |
|
|
2023
Q4 | $1.18M | Buy |
3,971
+221
| +6% | +$60.1K | 0.45% | 16 |
|
|
2023
Q3 | $988K | Buy |
3,750
+220
| +6% | +$62.7K | 0.61% | 16 |
|
|
2023
Q2 | $1.05M | Buy |
3,530
+18
| +0.5% | +$5.23K | 0.66% | 16 |
|
|
2023
Q1 | $982K | Buy |
3,512
+218
| +7% | +$58.4K | 0.67% | 15 |
|
|
2022
Q4 | $868K | Buy |
3,294
+18
| +0.5% | +$4.75K | 0.64% | 15 |
|
|
2022
Q3 | $756K | Buy |
3,276
+17
| +0.5% | +$4.34K | 0.6% | 14 |
|
|
2022
Q2 | $805K | Buy |
3,259
+18
| +0.6% | +$4.43K | 0.61% | 14 |
|
|
2022
Q1 | $801K | Buy |
3,241
+19
| +0.6% | +$4.73K | 0.58% | 13 |
|
|
2021
Q4 | $864K | Buy |
3,222
+266
| +9% | +$67.2K | 0.57% | 15 |
|
|
2021
Q3 | $713K | Buy |
2,956
+15
| +0.5% | +$3.58K | 0.49% | 17 |
|
|
2021
Q2 | $679K | Buy |
2,941
+16
| +0.5% | +$3.72K | 0.48% | 18 |
|
|
2021
Q1 | $656K | Buy |
2,925
+16
| +0.6% | +$3.42K | 0.51% | 14 |
|
|
2020
Q4 | $624K | Buy |
2,909
+256
| +10% | +$55.7K | 0.61% | 13 |
|
|
2020
Q3 | $582K | Buy |
2,653
+23
| +0.9% | +$4.72K | 0.63% | 12 |
|
|
2020
Q2 | $485K | Sell |
2,630
-116
| -4% | -$21.3K | 0.55% | 15 |
|
|
2020
Q1 | $454K | Buy |
2,746
+20
| +0.7% | +$3.94K | 0.59% | 11 |
|
|
2019
Q4 | $539K | Buy |
2,726
+14
| +0.5% | +$2.78K | 0.56% | 16 |
|
|
2019
Q3 | $582K | Buy |
2,712
+13
| +0.5% | +$2.79K | 0.48% | 14 |
|
|
2019
Q2 | $561K | Sell |
2,699
-38
| -1% | -$7.53K | 0.46% | 12 |
|
|
2019
Q1 | $520K | Buy |
2,737
+14
| +0.5% | +$2.54K | 0.43% | 12 |
|
|
2018
Q4 | $483K | Buy |
2,723
+14
| +0.5% | +$2.48K | 0.44% | 12 |
|
|
2018
Q3 | $453K | Sell |
2,709
-76
| -3% | -$12.2K | 0.38% | 14 |
|
|
2018
Q2 | $436K | Buy |
2,785
+103
| +4% | +$16.7K | 0.36% | 14 |
|
|
2018
Q1 | $419K | Buy |
2,682
+14
| +0.5% | +$2.3K | 0.36% | 16 |
|
|
2017
Q4 | $462K | Buy |
2,668
+12
| +0.5% | +$2.02K | 0.41% | 15 |
|
|
2017
Q3 | $416K | Buy |
2,656
+13
| +0.5% | +$2.04K | 0.38% | 17 |
|
|
2017
Q2 | $405K | Sell |
2,643
-88
| -3% | -$12.7K | 0.38% | 17 |
|
|
2017
Q1 | $354K | Buy |
2,731
+146
| +6% | +$18.3K | 0.34% | 17 |
|
|
2016
Q4 | $315K | Buy |
+2,585
| New | +$303K | 0.32% | 16 |
|
Other funds holding MCD
BC
Jentner Corp's MCD Position: Q2 2025 in Review
Jentner Corp increased its McDonald's (MCD) stake by 0.56% in Q2 2025, buying an estimated $7.09K and bringing the position to 4,118 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #18.
Jentner Corp first reported a position in MCD in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.28M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.
- Jentner Corp held 4,118 shares of McDonald's worth $1.2M as of Q2 2025.
- Jentner Corp bought 23 McDonald's shares in Q2 2025, an estimated $7.09K.
- McDonald's made up 0.32% of Jentner Corp's portfolio in Q2 2025, its #18 holding.
- Jentner Corp first reported a position in McDonald's in Q4 2016 and has held it in 35 quarters since.
- Jentner Corp's McDonald's position peaked at $1.28M in Q1 2025.
- 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.
Based on Jentner Corp's 13F filing for Q2 2025, filed 16 Jul 2025.