KOMWMG
MCD icon

Kerntke Otto McGlone Wealth Management Group’s McDonald's MCD Stock Holding History

Kerntke Otto McGlone Wealth Management 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
Q2 		– Sell
-645
Closed -$202K – 87
2025
Q1 		$202K Buy
+645
New +$193K 0.18% 79
2024
Q2 		– Sell
-763
Closed -$215K – 73
2024
Q1 		$215K Sell
763
-202
-21% -$58.7K 0.21% 67
2023
Q4 		$286K Buy
965
+42
+5% +$11.4K 0.29% 53
2023
Q3 		$243K Sell
923
-38
-4% -$10.8K 0.25% 55
2023
Q2 		$287K Sell
961
-82
-8% -$23.8K 0.28% 52
2023
Q1 		$292K Buy
1,043
+6
+0.6% +$1.61K 0.3% 50
2022
Q4 		$273K Buy
1,037
+3
+0.3% +$791 0.31% 48
2022
Q3 		$239K Sell
1,034
-9
-0.9% -$2.3K 0.36% 45
2022
Q2 		$258K Buy
+1,043
New +$257K 0.38% 45
2021
Q3 		– Sell
-2,120
Closed -$490K – 93
2021
Q2 		$490K Sell
2,120
-51
-2% -$11.9K 0.2% 83
2021
Q1 		$487K Sell
2,171
-14
-0.6% -$2.99K 0.26% 76
2020
Q4 		$469K Buy
2,185
+98
+5% +$21.3K 0.28% 73
2020
Q3 		$458K Buy
2,087
+27
+1% +$5.54K 0.34% 66
2020
Q2 		$380K Buy
2,060
+61
+3% +$11.2K 0.35% 61
2020
Q1 		$331K Sell
1,999
-61
-3% -$12K 0.37% 58
2019
Q4 		$407K Buy
+2,060
New +$409K 0.34% 63

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 $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's MCD Position: Q2 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 645 shares — an estimated $202K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in MCD in Q4 2019 and held it in 16 quarters. The position peaked at $490K in Q2 2021. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 645 McDonald's shares in Q2 2025, an estimated $202K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in McDonald's in Q4 2019 and held it in 16 quarters.
  • Kerntke Otto McGlone Wealth Management Group's McDonald's position peaked at $490K in Q2 2021.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2025, filed 16 Jul 2025.