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LWM Advisory Services’s McDonald's MCD Stock Holding History

LWM Advisory Services’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
-1,600
Closed -$485K – 94
2025
Q3 		$485K Sell
1,600
-130
-8% -$39.6K 0.28% 56
2025
Q2 		$506K Sell
1,730
-110
-6% -$33.9K 0.35% 49
2025
Q1 		$575K Hold
1,840
– – 0.4% 42
2024
Q4 		$535K Hold
1,840
– – 0.37% 46
2024
Q3 		$560K Buy
1,840
+479
+35% +$132K 0.41% 40
2024
Q2 		$347K Sell
1,361
-447
-25% -$119K 0.29% 61
2024
Q1 		$510K Sell
1,808
-52
-3% -$15.1K 0.41% 42
2023
Q4 		$551K Buy
1,860
+11
+0.6% +$2.99K 0.48% 37
2023
Q3 		$485K Buy
1,849
+34
+2% +$9.7K 0.52% 35
2023
Q2 		$539K Sell
1,815
-9
-0.5% -$2.62K 0.57% 31
2023
Q1 		$511K Buy
1,824
+21
+1% +$5.63K 0.55% 36
2022
Q4 		$478K Sell
1,803
-609
-25% -$161K 0.53% 39
2022
Q3 		$576K Buy
2,412
+250
+12% +$63.9K 0.65% 44
2022
Q2 		$536K Buy
2,162
+814
+60% +$200K 0.64% 47
2022
Q1 		$334K Buy
1,348
+143
+12% +$35.6K 0.41% 74
2021
Q4 		$323K Buy
+1,205
New +$304K 0.4% 77

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
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

LWM Advisory Services's MCD Position: Q4 2025 in Review

LWM Advisory Services sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,600 shares — an estimated $485K sold.

LWM Advisory Services first reported a position in MCD in Q4 2021 and held it in 16 quarters. The position peaked at $576K in Q3 2022. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • LWM Advisory Services reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 1,600 McDonald's shares in Q4 2025, an estimated $485K.
  • LWM Advisory Services first reported a position in McDonald's in Q4 2021 and held it in 16 quarters.
  • LWM Advisory Services's McDonald's position peaked at $576K in Q3 2022.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.