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Keener Financial Planning’s McDonald's MCD Stock Holding History

Keener Financial Planning’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
-59
Closed -$17K – 135
2025
Q3 		$17K Hold
59
– – 0.01% 141
2025
Q2 		$17K Hold
59
– – 0.01% 137
2025
Q1 		$18K Sell
59
-98
-62% -$29.3K 0.01% 107
2024
Q4 		$45K Hold
157
– – 0.03% 98
2024
Q3 		$47K Hold
157
– – 0.03% 89
2024
Q2 		$40K Sell
157
-19
-11% -$5.04K 0.03% 99
2024
Q1 		$50K Buy
176
+43
+32% +$12.5K 0.03% 95
2023
Q4 		$39K Buy
+133
New +$36.2K 0.03% 107

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

Keener Financial Planning's MCD Position: Q4 2025 in Review

Keener Financial Planning sold out of McDonald's (MCD) in Q4 2025, closing a stake of 59 shares — an estimated $17K sold.

Keener Financial Planning first reported a position in MCD in Q4 2023 and held it in 8 quarters. The position peaked at $50K in Q1 2024. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Keener Financial Planning reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 59 McDonald's shares in Q4 2025, an estimated $17K.
  • Keener Financial Planning first reported a position in McDonald's in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's McDonald's position peaked at $50K in Q1 2024.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.