MBL Wealth’s McDonald's MCD Stock Holding History

MBL 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
2026 Q1	$1.03M	Buy	3,309 +27	+0.8%	+$8.6K	0.08%	120
2025 Q4	$1M	Buy	3,282 +422	+15%	+$129K	0.08%	118
2025 Q3	$869K	Buy	2,860 +855	+43%	+$260K	0.08%	122
2025 Q2	$586K	Buy	2,005 +87	+5%	+$26.8K	0.06%	134
2025 Q1	$599K	Buy	1,918 +796	+71%	+$238K	0.06%	124
2024 Q4	$325K	Sell	1,122 -110	-9%	-$32.8K	0.03%	166
2024 Q3	$375K	Sell	1,232 -227	-16%	-$62.6K	0.04%	145
2024 Q2	$372K	Sell	1,459 -1,281	-47%	-$340K	0.04%	146
2024 Q1	$773K	Sell	2,740 -305	-10%	-$88.7K	0.09%	101
2023 Q4	$903K	Buy	3,045 +780	+34%	+$212K	0.11%	88
2023 Q3	$597K	Sell	2,265 -120	-5%	-$34.2K	0.08%	100
2023 Q2	$712K	Sell	2,385 -85	-3%	-$24.7K	0.1%	89
2023 Q1	$691K	Sell	2,470 -24	-1%	-$6.43K	0.11%	80
2022 Q4	$657K	Buy	2,494 +77	+3%	+$20.3K	0.13%	83
2022 Q3	$558K	Buy	2,417 +75	+3%	+$19.2K	0.12%	86
2022 Q2	$578K	Sell	2,342 -119	-5%	-$29.3K	0.14%	83
2022 Q1	$609K	Buy	+2,461	New	+$613K	0.15%	84
2021 Q1	$427K	Buy	1,903 +135	+8%	+$28.9K	0.15%	96
2020 Q4	$379K	Buy	+1,768	New	+$384K	0.15%	87

Other funds holding MCD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return