L.M. Kohn & Company’s McDonald's MCD Stock Holding History

L.M. Kohn & Company’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 Q3	$688K	Sell	2,263 -2,733	-55%	-$832K	0.83%	36
2025 Q2	$1.46M	Sell	4,996 -1,217	-20%	-$375K	0.39%	44
2025 Q1	$1.94M	Buy	6,213 +1,054	+20%	+$315K	0.51%	36
2024 Q4	$1.5M	Sell	5,159 -123	-2%	-$36.7K	0.39%	46
2024 Q3	$1.61M	Buy	5,282 +196	+4%	+$54K	0.41%	45
2024 Q2	$1.3M	Sell	5,086 -224	-4%	-$59.4K	0.35%	55
2024 Q1	$1.5M	Buy	5,310 +99	+2%	+$28.8K	0.42%	49
2023 Q4	$1.55M	Buy	5,211 +427	+9%	+$116K	0.49%	44
2023 Q3	$1.26M	Buy	4,784 +2	+0%	+$570	0.46%	45
2023 Q2	$1.43M	Buy	4,782 +1,248	+35%	+$363K	0.54%	42
2023 Q1	$988K	Buy	3,534 +190	+6%	+$50.9K	0.41%	55
2022 Q4	$881K	Buy	3,344 +111	+3%	+$29.3K	0.41%	60
2022 Q3	$747K	Buy	3,233 +1	+0%	+$256	0.37%	66
2022 Q2	$798K	Buy	3,232 +60	+2%	+$14.8K	0.37%	67
2022 Q1	$785K	Buy	+3,172	New	+$790K	0.3%	78

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return