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Lockerman Financial Group’s McDonald's MCD Stock Holding History

Lockerman Financial Group’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 		– Sell
-1,235
Closed -$375K – 109
2025
Q3 		$375K Sell
1,235
-9
-0.7% -$2.74K 0.47% 59
2025
Q2 		$363K Sell
1,244
-121
-9% -$37.3K 0.49% 67
2025
Q1 		$426K Sell
1,365
-7
-0.5% -$2.09K 0.64% 45
2024
Q4 		$398K Buy
1,372
+13
+1% +$3.88K 0.68% 46
2024
Q3 		$414K Buy
1,359
+163
+14% +$44.9K 0.7% 43
2024
Q2 		$305K Buy
1,196
+210
+21% +$55.7K 0.55% 62
2024
Q1 		$278K Sell
986
-4
-0.4% -$1.16K 0.53% 67
2023
Q4 		$294K Buy
990
+8
+0.8% +$2.18K 0.68% 48
2023
Q3 		$259K Sell
982
-13
-1% -$3.71K 0.7% 54
2023
Q2 		$297K Sell
995
-29
-3% -$8.43K 0.82% 39
2023
Q1 		$286K Sell
1,024
-18
-2% -$4.82K 0.79% 44
2022
Q4 		$275K Buy
+1,042
New +$275K 0.8% 47

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lockerman Financial Group's MCD Position: Q4 2025 in Review

Lockerman Financial Group sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,235 shares — an estimated $375K sold.

Lockerman Financial Group first reported a position in MCD in Q4 2022 and held it in 12 quarters. The position peaked at $426K in Q1 2025. 3,584 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Lockerman Financial Group reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,235 McDonald's shares in Q4 2025, an estimated $375K.
  • Lockerman Financial Group first reported a position in McDonald's in Q4 2022 and held it in 12 quarters.
  • Lockerman Financial Group's McDonald's position peaked at $426K in Q1 2025.
  • 3,584 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.