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

Koa 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
-655
Closed -$205K – 55
2025
Q1 		$205K Buy
+655
New +$196K 0.17% 47
2024
Q4 		– Sell
-665
Closed -$202K – 51
2024
Q3 		$202K Buy
+665
New +$183K 0.16% 50
2024
Q1 		– Sell
-695
Closed -$206K – 51
2023
Q4 		$206K Buy
+695
New +$189K 0.2% 47

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

Koa Wealth Management's MCD Position: Q2 2025 in Review

Koa Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 655 shares — an estimated $205K sold.

Koa Wealth Management first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $206K in Q4 2023. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Koa Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Koa Wealth Management sold 655 McDonald's shares in Q2 2025, an estimated $205K.
  • Koa Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
  • Koa Wealth Management's McDonald's position peaked at $206K in Q4 2023.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Koa Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.