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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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. 3,421 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.
3,421 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.