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

MGB 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 Q4	$938K	Buy	3,065 +5	+0.2%	+$1.53K	0.27%	78
2025 Q3	$929K	Sell	3,060 -357	-10%	-$109K	0.26%	79
2025 Q2	$998K	Sell	3,417 -308	-8%	-$95K	0.33%	72
2025 Q1	$1.15M	Sell	3,725 -118	-3%	-$35.3K	0.42%	62
2024 Q4	$1.11M	Buy	3,843 +69	+2%	+$20.6K	0.35%	61
2024 Q3	$1.15M	Sell	3,774 -430	-10%	-$119K	0.42%	57
2024 Q2	$1.07M	Sell	4,204 -501	-11%	-$133K	0.4%	65
2024 Q1	$1.33M	Buy	4,705 +395	+9%	+$115K	0.54%	46
2023 Q4	$1.28M	Buy	+4,310	New	+$1.17M	0.64%	45

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MGB Wealth Management's MCD Position: Q4 2025 in Review

MGB Wealth Management increased its McDonald's (MCD) stake by 0.16% in Q4 2025, buying an estimated $1.53K and bringing the position to 3,065 shares worth $938K. The position accounts for 0.27% of the portfolio, ranked #78.

MGB Wealth Management first reported a position in MCD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2024. 3,581 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

MGB Wealth Management held 3,065 shares of McDonald's worth $938K as of Q4 2025.
MGB Wealth Management bought 5 McDonald's shares in Q4 2025, an estimated $1.53K.
McDonald's made up 0.27% of MGB Wealth Management's portfolio in Q4 2025, its #78 holding.
MGB Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's McDonald's position peaked at $1.33M in Q1 2024.
3,581 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.