KMWM
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Keudell/Morrison Wealth Management’s McDonald's MCD Stock Holding History

Keudell/Morrison 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
Q2 		– Sell
-704
Closed -$220K – 237
2025
Q1 		$220K Buy
+704
New +$211K 0.05% 198
2024
Q4 		– Sell
-685
Closed -$209K – 231
2024
Q3 		$209K Buy
+685
New +$189K 0.06% 205
2024
Q2 		– Sell
-930
Closed -$262K – 211
2024
Q1 		$262K Sell
930
-178
-16% -$51.8K 0.08% 170
2023
Q4 		$329K Buy
1,108
+203
+22% +$55.3K 0.11% 143
2023
Q3 		$238K Buy
905
+16
+2% +$4.56K 0.07% 161
2023
Q2 		$265K Sell
889
-75
-8% -$21.8K 0.08% 157
2023
Q1 		$270K Sell
964
-3
-0.3% -$804 0.08% 154
2022
Q4 		$255K Hold
967
– – 0.08% 156
2022
Q3 		$223K Sell
967
-40
-4% -$10.2K 0.08% 164
2022
Q2 		$249K Sell
1,007
-58
-5% -$14.3K 0.09% 151
2022
Q1 		$263K Sell
1,065
-1
-0.1% -$249 0.11% 151
2021
Q4 		$286K Hold
1,066
– – 0.11% 148
2021
Q3 		$257K Sell
1,066
-25
-2% -$5.97K 0.11% 147
2021
Q2 		$252K Hold
1,091
– – 0.14% 148
2021
Q1 		$245K Hold
1,091
– – 0.14% 147
2020
Q4 		$234K Hold
1,091
– – 0.15% 143
2020
Q3 		$239K Sell
1,091
-96
-8% -$19.7K 0.15% 128
2020
Q2 		$219K Sell
1,187
-200
-14% -$36.7K 0.18% 126
2020
Q1 		$229K Sell
1,387
-185
-12% -$36.5K 0.22% 119
2019
Q4 		$311K Sell
1,572
-104
-6% -$20.6K 0.22% 109
2019
Q3 		$360K Sell
1,676
-45
-3% -$9.65K 0.3% 93
2019
Q2 		$373K Buy
1,721
+22
+1% +$4.36K 0.33% 86
2019
Q1 		$323K Buy
+1,699
New +$308K 0.28% 98

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 $134M AUM 21.11% 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

Keudell/Morrison Wealth Management's MCD Position: Q2 2025 in Review

Keudell/Morrison Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 704 shares — an estimated $220K sold.

Keudell/Morrison Wealth Management first reported a position in MCD in Q1 2019 and held it in 23 quarters. The position peaked at $373K in Q2 2019. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Keudell/Morrison Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 704 McDonald's shares in Q2 2025, an estimated $220K.
  • Keudell/Morrison Wealth Management first reported a position in McDonald's in Q1 2019 and held it in 23 quarters.
  • Keudell/Morrison Wealth Management's McDonald's position peaked at $373K in Q2 2019.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.