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Marietta Wealth Management’s McDonald's MCD Stock Holding History

Marietta Wealth Management’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 		– Sell
-719
Closed -$208K – 109
2024
Q4 		$208K Buy
+719
New +$214K 0.03% 105
2021
Q2 		– Sell
-1,239
Closed -$278K – 116
2021
Q1 		$278K Sell
1,239
-7,043
-85% -$1.51M 0.07% 105
2020
Q4 		$1.78M Sell
8,282
-9,657
-54% -$2.1M 0.49% 72
2020
Q3 		$3.94M Sell
17,939
-124
-0.7% -$25.5K 1.23% 29
2020
Q2 		$3.33M Buy
18,063
+464
+3% +$85.1K 1.14% 37
2020
Q1 		$2.91M Buy
17,599
+1,366
+8% +$269K 1.13% 35
2019
Q4 		$3.21M Buy
16,233
+701
+5% +$139K 1.06% 42
2019
Q3 		$3.33M Buy
15,532
+561
+4% +$120K 1.22% 33
2019
Q2 		$3.11M Buy
14,971
+794
+6% +$157K 1.21% 34
2019
Q1 		$2.69M Sell
14,177
-61
-0.4% -$11.1K 1.11% 41
2018
Q4 		$2.53M Buy
14,238
+9,132
+179% +$1.62M 1.21% 34
2018
Q3 		$854K Sell
5,106
-600
-11% -$96.2K 0.38% 76
2018
Q2 		$894K Buy
5,706
+27
+0.5% +$4.38K 0.44% 73
2018
Q1 		$888K Sell
5,679
-126
-2% -$20.7K 0.47% 68
2017
Q4 		$999K Sell
5,805
-726
-11% -$122K 0.54% 64
2017
Q3 		$1.02M Sell
6,531
-360
-5% -$56.4K 0.57% 65
2017
Q2 		$1.05M Sell
6,891
-133
-2% -$19.2K 0.64% 60
2017
Q1 		$910K Sell
7,024
-481
-6% -$60.4K 0.6% 62
2016
Q4 		$914K Buy
+7,505
New +$880K 0.73% 58

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Marietta Wealth Management's MCD Position: Q1 2025 in Review

Marietta Wealth Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 719 shares — an estimated $208K sold.

Marietta Wealth Management first reported a position in MCD in Q4 2016 and held it in 19 quarters. The position peaked at $3.94M in Q3 2020. 3,420 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Marietta Wealth Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Marietta Wealth Management sold 719 McDonald's shares in Q1 2025, an estimated $208K.
  • Marietta Wealth Management first reported a position in McDonald's in Q4 2016 and held it in 19 quarters.
  • Marietta Wealth Management's McDonald's position peaked at $3.94M in Q3 2020.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Marietta Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.