LifeWealth Investments’s McDonald's MCD Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-1,009	Closed	-$293K	–	156
2024 Q4	$293K	Buy	+1,009	New	+$301K	0.19%	112

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LifeWealth Investments's MCD Position: Q1 2025 in Review

LifeWealth Investments sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,009 shares — an estimated $293K sold.

LifeWealth Investments first reported a position in MCD in Q4 2024 and held it in 1 quarter. The position peaked at $293K in Q4 2024. 3,421 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

LifeWealth Investments reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 1,009 McDonald's shares in Q1 2025, an estimated $293K.
LifeWealth Investments first reported a position in McDonald's in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's McDonald's position peaked at $293K in Q4 2024.
3,421 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.