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

JFG 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
Q1 		– Sell
-1,168
Closed -$339K – 89
2024
Q4 		$339K Hold
1,168
– – 0.08% 73
2024
Q3 		$356K Buy
+1,168
New +$322K 0.1% 55
2019
Q2 		– Sell
-1,600
Closed -$304K – 19
2019
Q1 		$304K Sell
1,600
-8
-0.5% -$1.45K 0.25% 10
2018
Q4 		$285K Buy
+1,608
New +$285K 0.26% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JFG Wealth Management's MCD Position: Q1 2025 in Review

JFG Wealth Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,168 shares — an estimated $339K sold.

JFG Wealth Management first reported a position in MCD in Q4 2018 and held it in 4 quarters. The position peaked at $356K in Q3 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • JFG Wealth Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • JFG Wealth Management sold 1,168 McDonald's shares in Q1 2025, an estimated $339K.
  • JFG Wealth Management first reported a position in McDonald's in Q4 2018 and held it in 4 quarters.
  • JFG Wealth Management's McDonald's position peaked at $356K in Q3 2024.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.