Litman Gregory Wealth Management’s McDonald's MCD Stock Holding History

Litman Gregory 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 Q4	$298K	Hold	976	–	–	0.02%	123
2025 Q3	$297K	Hold	976	–	–	0.02%	124
2025 Q2	$285K	Hold	976	–	–	0.02%	120
2025 Q1	$305K	Hold	976	–	–	0.03%	116
2024 Q4	$283K	Hold	976	–	–	0.02%	110
2024 Q3	$297K	Hold	976	–	–	0.02%	116
2024 Q2	$249K	Sell	976 -168	-15%	-$44.6K	0.02%	119
2024 Q1	$323K	Buy	+1,144	New	+$333K	0.03%	107
2023 Q2	–	Sell	-1,125	Closed	-$315K	–	100
2023 Q1	$315K	Buy	+1,125	New	+$301K	0.12%	28
2021 Q2	–	Sell	-57	Closed	-$13K	–	139
2021 Q1	$13K	Hold	57	–	–	﹤0.01%	147
2020 Q4	$12K	Sell	57 -14	-20%	-$3.04K	﹤0.01%	148
2020 Q3	$16K	Buy	71 +14	+25%	+$2.87K	﹤0.01%	127
2020 Q2	$11K	Hold	57	–	–	﹤0.01%	132
2020 Q1	$9K	Sell	57 -91	-61%	-$17.9K	﹤0.01%	126
2019 Q4	$29K	Buy	148 +75	+103%	+$14.9K	0.01%	109
2019 Q3	$16K	Sell	73 -58	-44%	-$12.4K	﹤0.01%	123
2019 Q2	$27K	Buy	+131	New	+$25.9K	0.01%	120
2018 Q2	–	Sell	-575	Closed	-$90K	–	140
2018 Q1	$90K	Buy	+575	New	+$94.6K	0.04%	53

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's MCD Position: Q4 2025 in Review

Litman Gregory Wealth Management held its McDonald's (MCD) position steady in Q4 2025 at 976 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #123.

Litman Gregory Wealth Management first reported a position in MCD in Q1 2018 and has held it in 18 quarters since. The position peaked at $323K in Q1 2024. 3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Litman Gregory Wealth Management held 976 shares of McDonald's worth $298K as of Q4 2025.
Litman Gregory Wealth Management left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #123 holding.
Litman Gregory Wealth Management first reported a position in McDonald's in Q1 2018 and has held it in 18 quarters since.
Litman Gregory Wealth Management's McDonald's position peaked at $323K in Q1 2024.
3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.