Laird Norton Wetherby Wealth Management’s McDonald's MCD Stock Holding History

Laird Norton Wetherby 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 Q3	$5.9M	Sell	19,405 -686	-3%	-$209K	0.24%	59
2025 Q2	$5.87M	Buy	+20,091	New	+$6.19M	0.26%	61
2024 Q4	$5.87M	Sell	20,236 -1,052	-5%	-$314K	0.28%	54
2024 Q3	$6.48M	Sell	21,288 -1,100	-5%	-$303K	0.3%	53
2024 Q2	$5.71M	Sell	22,388 -1,547	-6%	-$410K	0.27%	60
2024 Q1	$6.75M	Sell	23,935 -675	-3%	-$196K	0.32%	51
2023 Q4	$7.3M	Sell	24,610 -712	-3%	-$194K	0.38%	41
2023 Q3	$6.67M	Sell	25,322 -142	-0.6%	-$40.5K	0.38%	45
2023 Q2	$7.6M	Buy	25,464 +144	+0.6%	+$41.8K	0.41%	41
2023 Q1	$7.08M	Buy	25,320 +314	+1%	+$84.1K	0.41%	41
2022 Q4	$6.59M	Sell	25,006 -195	-0.8%	-$51.4K	0.42%	42
2022 Q3	$5.82M	Buy	25,201 +432	+2%	+$110K	0.41%	40
2022 Q2	$6.12M	Buy	24,769 +1,098	+5%	+$270K	0.42%	36
2022 Q1	$5.85M	Sell	23,671 -347	-1%	-$86.4K	0.34%	46
2021 Q4	$6.44M	Buy	24,018 +626	+3%	+$158K	0.36%	44
2021 Q3	$5.64M	Sell	23,392 -261	-1%	-$62.3K	0.35%	47
2021 Q2	$5.46M	Buy	23,653 +428	+2%	+$99.6K	0.33%	49
2021 Q1	$5.21M	Buy	23,225 +325	+1%	+$69.5K	0.4%	43
2020 Q4	$4.91M	Buy	22,900 +915	+4%	+$199K	0.33%	55
2020 Q3	$4.83M	Buy	21,985 +508	+2%	+$104K	0.43%	41
2020 Q2	$3.96M	Buy	21,477 +666	+3%	+$122K	0.38%	45
2020 Q1	$3.44M	Buy	20,811 +11	+0.1%	+$2.17K	0.39%	49
2019 Q4	$4.11M	Sell	20,800 -381	-2%	-$75.6K	0.4%	49
2019 Q3	$4.55M	Buy	21,181 +272	+1%	+$58.3K	0.47%	38
2019 Q2	$4.34M	Buy	20,909 +410	+2%	+$81.2K	0.48%	35
2019 Q1	$3.89M	Sell	20,499 -4	-0%	-$726	0.48%	40
2018 Q4	$3.64M	Buy	20,503 +27	+0.1%	+$4.79K	0.52%	40
2018 Q3	$3.43M	Buy	20,476 +118	+0.6%	+$18.9K	0.42%	46
2018 Q2	$3.19M	Buy	20,358 +630	+3%	+$102K	0.43%	41
2018 Q1	$3.08M	Sell	19,728 -107	-0.5%	-$17.6K	0.43%	45
2017 Q4	$3.41M	Buy	19,835 +459	+2%	+$77.1K	0.47%	41
2017 Q3	$3.04M	Buy	19,376 +279	+1%	+$43.7K	0.45%	45
2017 Q2	$2.92M	Sell	19,097 -980	-5%	-$142K	0.5%	38
2017 Q1	$2.6M	Buy	20,077 +409	+2%	+$51.3K	0.47%	40
2016 Q4	$2.39M	Buy	19,668 +424	+2%	+$49.7K	0.47%	44
2016 Q3	$2.22M	Buy	19,244 +715	+4%	+$84.7K	0.45%	44
2016 Q2	$2.23M	Sell	18,529 -182	-1%	-$22.8K	0.49%	42
2016 Q1	$2.35M	Sell	18,711 -1,427	-7%	-$171K	0.55%	35
2015 Q4	$2.38M	Buy	20,138 +162	+0.8%	+$18.1K	0.57%	32
2015 Q3	$1.97M	Buy	19,976 +950	+5%	+$92.5K	0.5%	43
2015 Q2	$1.81M	Buy	19,026 +437	+2%	+$42.3K	0.43%	45
2015 Q1	$1.81M	Buy	18,589 +2,138	+13%	+$203K	0.44%	44
2014 Q4	$1.54M	Sell	16,451 -413	-2%	-$38.7K	0.39%	51
2014 Q3	$1.6M	Sell	16,864 -467	-3%	-$44.5K	0.45%	43
2014 Q2	$1.75M	Sell	17,331 -1,317	-7%	-$133K	0.49%	39
2014 Q1	$1.83M	Buy	18,648 +1	+0%	+$96	0.52%	35
2013 Q4	$1.81M	Sell	18,647 -855	-4%	-$82.2K	0.52%	37
2013 Q3	$1.88M	Buy	19,502 +1,812	+10%	+$177K	0.59%	32
2013 Q2	$1.75M	Buy	+17,690	New	+$1.77M	0.61%	31

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's MCD Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its McDonald's (MCD) stake by 3.4% in Q3 2025, selling an estimated $209K and leaving 19,405 shares worth $5.9M. The position accounts for 0.24% of the portfolio, ranked #59.

Laird Norton Wetherby Wealth Management first reported a position in MCD in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.6M in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Laird Norton Wetherby Wealth Management held 19,405 shares of McDonald's worth $5.9M as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 686 McDonald's shares in Q3 2025, an estimated $209K.
McDonald's made up 0.24% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #59 holding.
Laird Norton Wetherby Wealth Management first reported a position in McDonald's in Q2 2013 and has held it in 49 quarters since.
Laird Norton Wetherby Wealth Management's McDonald's position peaked at $7.6M in Q2 2023.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.