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Masso Torrence Wealth Management’s McDonald's MCD Stock Holding History

Masso Torrence 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
Q3 		$576K Buy
1,897
+145
+8% +$44.1K 0.24% 60
2025
Q2 		$512K Buy
1,752
+216
+14% +$66.6K 0.24% 66
2025
Q1 		$480K Buy
1,536
+161
+12% +$48.2K 0.26% 66
2024
Q4 		$399K Buy
1,375
+96
+8% +$28.6K 0.21% 66
2024
Q3 		$389K Sell
1,279
-73
-5% -$20.1K 0.21% 67
2024
Q2 		$345K Buy
1,352
+130
+11% +$34.5K 0.19% 72
2024
Q1 		$345K Buy
1,222
+305
+33% +$88.7K 0.2% 68
2023
Q4 		$272K Buy
+917
New +$250K 0.19% 71
2022
Q1 		– Sell
-61
Closed -$16K – 241
2021
Q4 		$16K Buy
+61
New +$15.4K 0.01% 235

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Masso Torrence Wealth Management's MCD Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its McDonald's (MCD) stake by 8.3% in Q3 2025, buying an estimated $44.1K and bringing the position to 1,897 shares worth $576K. The position accounts for 0.24% of the portfolio, ranked #60.

Masso Torrence Wealth Management first reported a position in MCD in Q4 2021 and has held it in 9 quarters since. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Masso Torrence Wealth Management held 1,897 shares of McDonald's worth $576K as of Q3 2025.
  • Masso Torrence Wealth Management bought 145 McDonald's shares in Q3 2025, an estimated $44.1K.
  • McDonald's made up 0.24% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #60 holding.
  • Masso Torrence Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 9 quarters since.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.