Lowe Wealth Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38K | Sell |
125
-25
| -17% | -$7.61K | 0.01% | 161 |
|
|
2025
Q2 | $43.8K | Hold |
150
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $46.9K | Hold |
150
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $43.5K | Hold |
150
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $45.7K | Hold |
150
| – | – | 0.02% | 134 |
|
|
2024
Q2 | $38.2K | Hold |
150
| – | – | 0.02% | 142 |
|
|
2024
Q1 | $42.3K | Sell |
150
-4
| -3% | -$1.16K | 0.02% | 129 |
|
|
2023
Q4 | $45.7K | Hold |
154
| – | – | 0.02% | 118 |
|
|
2023
Q3 | $40.6K | Sell |
154
-70
| -31% | -$20K | 0.02% | 117 |
|
|
2023
Q2 | $66.8K | Hold |
224
| – | – | 0.03% | 97 |
|
|
2023
Q1 | $62.6K | Hold |
224
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $59K | Buy |
224
+100
| +81% | +$26.4K | 0.03% | 95 |
|
|
2022
Q3 | $29K | Hold |
124
| – | – | 0.02% | 128 |
|
|
2022
Q2 | $31K | Hold |
124
| – | – | 0.02% | 118 |
|
|
2022
Q1 | $31K | Hold |
124
| – | – | 0.01% | 126 |
|
|
2021
Q4 | $33K | Hold |
124
| – | – | 0.01% | 122 |
|
|
2021
Q3 | $30K | Hold |
124
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $29K | Hold |
124
| – | – | 0.01% | 120 |
|
|
2021
Q1 | $28K | Buy |
124
+20
| +19% | +$4.28K | 0.01% | 117 |
|
|
2020
Q4 | $22K | Hold |
104
| – | – | 0.01% | 127 |
|
|
2020
Q3 | $23K | Buy |
104
+34
| +49% | +$6.98K | 0.01% | 111 |
|
|
2020
Q2 | $13K | Hold |
70
| – | – | 0.01% | 132 |
|
|
2020
Q1 | $12K | Hold |
70
| – | – | 0.01% | 134 |
|
|
2019
Q4 | $14K | Hold |
70
| – | – | 0.01% | 139 |
|
|
2019
Q3 | $15K | Hold |
70
| – | – | 0.01% | 130 |
|
|
2019
Q2 | $15K | Hold |
70
| – | – | 0.01% | 134 |
|
|
2019
Q1 | $13K | Hold |
70
| – | – | 0.01% | 128 |
|
|
2018
Q4 | $12K | Hold |
70
| – | – | 0.01% | 126 |
|
|
2018
Q3 | $12K | Hold |
70
| – | – | 0.01% | 141 |
|
|
2018
Q2 | $11K | Sell |
70
-54
| -44% | -$8.76K | 0.01% | 136 |
|
|
2018
Q1 | $19K | Hold |
124
| – | – | 0.01% | 114 |
|
|
2017
Q4 | $21K | Hold |
124
| – | – | 0.01% | 112 |
|
|
2017
Q3 | $19K | Hold |
124
| – | – | 0.01% | 115 |
|
|
2017
Q2 | $19K | Hold |
124
| – | – | 0.01% | 102 |
|
|
2017
Q1 | $16K | Hold |
124
| – | – | 0.01% | 112 |
|
|
2016
Q4 | $15K | Hold |
124
| – | – | 0.01% | 114 |
|
|
2016
Q3 | $14K | Hold |
124
| – | – | 0.01% | 124 |
|
|
2016
Q2 | $15K | Hold |
124
| – | – | 0.01% | 119 |
|
|
2016
Q1 | $16K | Hold |
124
| – | – | 0.01% | 107 |
|
|
2015
Q4 | $15K | Hold |
124
| – | – | 0.01% | 105 |
|
|
2015
Q3 | $12K | Sell |
124
-800
| -87% | -$77.9K | 0.01% | 120 |
|
|
2015
Q2 | $88K | Hold |
924
| – | – | 0.06% | 50 |
|
|
2015
Q1 | $90K | Hold |
924
| – | – | 0.06% | 48 |
|
|
2014
Q4 | $87K | Buy |
+924
| New | +$86.5K | 0.06% | 50 |
|
Other funds holding MCD
Lowe Wealth Advisors's MCD Position: Q3 2025 in Review
Lowe Wealth Advisors reduced its McDonald's (MCD) stake by 17% in Q3 2025, selling an estimated $7.61K and leaving 125 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #161.
Lowe Wealth Advisors first reported a position in MCD in Q4 2014 and has held it in 44 quarters since. The position peaked at $90K in Q1 2015. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.
- Lowe Wealth Advisors held 125 shares of McDonald's worth $38K as of Q3 2025.
- Lowe Wealth Advisors sold 25 McDonald's shares in Q3 2025, an estimated $7.61K.
- McDonald's made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #161 holding.
- Lowe Wealth Advisors first reported a position in McDonald's in Q4 2014 and has held it in 44 quarters since.
- Lowe Wealth Advisors's McDonald's position peaked at $90K in Q1 2015.
- 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.