MW
MCD icon

Marcum Wealth’s McDonald's MCD Stock Holding History

Marcum Wealth’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
Q1 		$2.03M Buy
6,486
+302
+5% +$90.3K 0.18% 62
2024
Q4 		$1.79M Buy
6,184
+4
+0.1% +$1.19K 0.16% 70
2024
Q3 		$1.88M Sell
6,180
-267
-4% -$73.6K 0.17% 64
2024
Q2 		$1.64M Sell
6,447
-348
-5% -$92.3K 0.16% 67
2024
Q1 		$1.92M Sell
6,795
-232
-3% -$67.5K 0.19% 55
2023
Q4 		$2.08M Sell
7,027
-30
-0.4% -$8.16K 0.22% 50
2023
Q3 		$1.86M Sell
7,057
-127
-2% -$36.2K 0.22% 47
2023
Q2 		$2.14M Buy
7,184
+449
+7% +$130K 0.25% 39
2023
Q1 		$1.88M Buy
6,735
+28
+0.4% +$7.5K 0.24% 47
2022
Q4 		$1.77M Sell
6,707
-328
-5% -$86.5K 0.23% 48
2022
Q3 		$1.62M Buy
7,035
+261
+4% +$66.7K 0.25% 49
2022
Q2 		$1.67M Sell
6,774
-82
-1% -$20.2K 0.25% 50
2022
Q1 		$1.7M Sell
6,856
-319
-4% -$79.5K 0.23% 57
2021
Q4 		$1.92M Buy
7,175
+576
+9% +$145K 0.27% 47
2021
Q3 		$1.59M Buy
6,599
+509
+8% +$121K 0.25% 54
2021
Q2 		$1.41M Sell
6,090
-143
-2% -$33.3K 0.23% 59
2021
Q1 		$1.4M Buy
6,233
+3,210
+106% +$687K 0.23% 60
2020
Q4 		$649K Buy
3,023
+1,627
+117% +$354K 0.15% 50
2020
Q3 		$306K Sell
1,396
-142
-9% -$29.2K 0.09% 80
2020
Q2 		$284K Sell
1,538
-226
-13% -$41.4K 0.09% 89
2020
Q1 		$292K Buy
1,764
+479
+37% +$94.4K 0.11% 65
2019
Q4 		$254K Buy
+1,285
New +$255K 0.1% 85

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's MCD Position: Q1 2025 in Review

Marcum Wealth increased its McDonald's (MCD) stake by 4.9% in Q1 2025, buying an estimated $90.3K and bringing the position to 6,486 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #62.

Marcum Wealth first reported a position in MCD in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.14M in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Marcum Wealth held 6,486 shares of McDonald's worth $2.03M as of Q1 2025.
  • Marcum Wealth bought 302 McDonald's shares in Q1 2025, an estimated $90.3K.
  • McDonald's made up 0.18% of Marcum Wealth's portfolio in Q1 2025, its #62 holding.
  • Marcum Wealth first reported a position in McDonald's in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's McDonald's position peaked at $2.14M in Q2 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.