Long Run Wealth Advisors’s McDonald's MCD Stock Holding History

Long Run Wealth Advisors’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	$218K	Sell	713 -31	-4%	-$9.49K	0.04%	102
2025 Q3	$226K	Buy	744 +4	+0.5%	+$1.22K	0.04%	102
2025 Q2	$216K	Sell	740 -38	-5%	-$11.7K	0.05%	99
2025 Q1	$243K	Buy	778 +39	+5%	+$11.7K	0.06%	92
2024 Q4	$214K	Buy	739 +3	+0.4%	+$895	0.05%	92
2024 Q3	$224K	Buy	+736	New	+$203K	0.05%	96
2024 Q1	–	Sell	-840	Closed	-$249K	–	97
2023 Q4	$249K	Buy	+840	New	+$229K	0.07%	84
2023 Q3	–	Sell	-684	Closed	-$204K	–	90
2023 Q2	$204K	Buy	+684	New	+$199K	0.07%	94

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Long Run Wealth Advisors's MCD Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its McDonald's (MCD) stake by 4.2% in Q4 2025, selling an estimated $9.49K and leaving 713 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #102.

Long Run Wealth Advisors first reported a position in MCD in Q2 2023 and has held it in 8 quarters since. The position peaked at $249K in Q4 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Long Run Wealth Advisors held 713 shares of McDonald's worth $218K as of Q4 2025.
Long Run Wealth Advisors sold 31 McDonald's shares in Q4 2025, an estimated $9.49K.
McDonald's made up 0.04% of Long Run Wealth Advisors's portfolio in Q4 2025, its #102 holding.
Long Run Wealth Advisors first reported a position in McDonald's in Q2 2023 and has held it in 8 quarters since.
Long Run Wealth Advisors's McDonald's position peaked at $249K in Q4 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.