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MidWestOne Financial Group’s McDonald's MCD Stock Holding History

MidWestOne Financial Group’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 		$1.06M Buy
3,471
+10
+0.3% +$3.06K 0.12% 158
2025
Q3 		$1.05M Hold
3,461
– – 0.13% 150
2025
Q2 		$1.01M Sell
3,461
-2
-0.1% -$617 0.13% 153
2025
Q1 		$1.08M Buy
3,463
+100
+3% +$29.9K 0.15% 142
2024
Q4 		$975K Sell
3,363
-198
-6% -$59K 0.14% 150
2024
Q3 		$1.08M Sell
3,561
-1
-0% -$276 0.15% 143
2024
Q2 		$908K Sell
3,562
-17,944
-83% -$4.76M 0.16% 156
2024
Q1 		$6.06M Buy
21,506
+17,995
+513% +$5.23M 1.09% 10
2023
Q4 		$1.04M Hold
3,511
– – 0.2% 126
2023
Q3 		$925K Buy
3,511
+83
+2% +$23.7K 0.21% 124
2023
Q2 		$1.02M Buy
3,428
+145
+4% +$42.1K 0.22% 120
2023
Q1 		$918K Buy
3,283
+204
+7% +$54.7K 0.21% 123
2022
Q4 		$811K Sell
3,079
-204
-6% -$53.8K 0.18% 132
2022
Q3 		$758K Hold
3,283
– – 0.19% 124
2022
Q2 		$810K Buy
3,283
+404
+14% +$99.5K 0.2% 114
2022
Q1 		$712K Sell
2,879
-300
-9% -$74.7K 0.15% 150
2021
Q4 		$852K Sell
3,179
-112
-3% -$28.3K 0.18% 136
2021
Q3 		$794K Hold
3,291
– – 0.19% 127
2021
Q2 		$760K Buy
3,291
+84
+3% +$19.5K 0.18% 122
2021
Q1 		$719K Hold
3,207
– – 0.17% 123
2020
Q4 		$688K Hold
3,207
– – 0.19% 122
2020
Q3 		$704K Hold
3,207
– – 0.23% 116
2020
Q2 		$592K Hold
3,207
– – 0.25% 78
2020
Q1 		$530K Hold
3,207
– – 0.19% 116
2019
Q4 		$633K Buy
3,207
+381
+13% +$75.6K 0.13% 126
2019
Q3 		$606K Buy
2,826
+2
+0.1% +$429 0.19% 118
2019
Q2 		$586K Buy
+2,824
New +$559K 0.16% 149

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MidWestOne Financial Group's MCD Position: Q4 2025 in Review

MidWestOne Financial Group increased its McDonald's (MCD) stake by 0.29% in Q4 2025, buying an estimated $3.06K and bringing the position to 3,471 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #158.

MidWestOne Financial Group first reported a position in MCD in Q2 2019 and has held it in 27 quarters since. The position peaked at $6.06M in Q1 2024. 3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • MidWestOne Financial Group held 3,471 shares of McDonald's worth $1.06M as of Q4 2025.
  • MidWestOne Financial Group bought 10 McDonald's shares in Q4 2025, an estimated $3.06K.
  • McDonald's made up 0.12% of MidWestOne Financial Group's portfolio in Q4 2025, its #158 holding.
  • MidWestOne Financial Group first reported a position in McDonald's in Q2 2019 and has held it in 27 quarters since.
  • MidWestOne Financial Group's McDonald's position peaked at $6.06M in Q1 2024.
  • 3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.