MAM
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Marotta Asset Management’s McDonald's MCD Stock Holding History

Marotta Asset 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
Q2 		– Sell
-2,438
Closed -$742K – 111
2025
Q1 		$742K Hold
2,438
– – 0.15% 62
2024
Q4 		$713K Hold
2,438
– – 0.15% 60
2024
Q3 		$742K Sell
2,438
-14
-0.6% -$3.86K 0.15% 62
2024
Q2 		$613K Buy
2,452
+648
+36% +$172K 0.13% 64
2024
Q1 		$509K Sell
1,804
-142
-7% -$41.3K 0.11% 68
2023
Q4 		$577K Sell
1,946
-133
-6% -$36.2K 0.12% 62
2023
Q3 		$548K Buy
2,079
+50
+2% +$14.3K 0.13% 67
2023
Q2 		$606K Buy
+2,029
New +$589K 0.14% 61
2022
Q4 		$546K Sell
2,073
-40
-2% -$10.6K 0.13% 65
2022
Q3 		$488K Hold
2,113
– – 0.13% 64
2022
Q2 		$535K Sell
2,113
-151
-7% -$37.2K 0.13% 68
2022
Q1 		$560K Buy
2,264
+68
+3% +$16.9K 0.13% 68
2021
Q4 		$589K Sell
2,196
-14
-0.6% -$3.54K 0.13% 63
2021
Q3 		$533K Buy
2,210
+126
+6% +$30.1K 0.13% 62
2021
Q2 		$484K Buy
2,084
+56
+3% +$13K 0.12% 66
2021
Q1 		$457K Buy
2,028
+65
+3% +$13.9K 0.12% 64
2020
Q4 		$421K Hold
1,963
– – 0.11% 53
2020
Q3 		$431K Hold
1,963
– – 0.13% 56
2020
Q2 		$362K Hold
1,963
– – 0.12% 61
2020
Q1 		$310K Hold
1,963
– – 0.12% 62
2019
Q4 		$422K Buy
+1,963
New +$389K 0.13% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marotta Asset Management's MCD Position: Q2 2025 in Review

Marotta Asset Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 2,438 shares — an estimated $742K sold.

Marotta Asset Management first reported a position in MCD in Q4 2019 and held it in 21 quarters. The position peaked at $742K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Marotta Asset Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Marotta Asset Management sold 2,438 McDonald's shares in Q2 2025, an estimated $742K.
  • Marotta Asset Management first reported a position in McDonald's in Q4 2019 and held it in 21 quarters.
  • Marotta Asset Management's McDonald's position peaked at $742K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Marotta Asset Management's 13F filing for Q2 2025, filed 2 Jul 2025.