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Monterey Private Wealth’s McDonald's MCD Stock Holding History

Monterey Private 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
2025
Q1 		$411K Sell
1,314
-205
-13% -$61.3K 0.12% 79
2024
Q4 		$440K Buy
1,519
+152
+11% +$45.3K 0.15% 71
2024
Q3 		$416K Hold
1,367
– – 0.14% 65
2024
Q2 		$348K Buy
1,367
+133
+11% +$35.3K 0.13% 72
2024
Q1 		$348K Buy
1,234
+25
+2% +$7.27K 0.14% 70
2023
Q4 		$359K Buy
1,209
+1
+0.1% +$272 0.16% 62
2023
Q3 		$318K Buy
1,208
+20
+2% +$5.7K 0.16% 63
2023
Q2 		$355K Sell
1,188
-26
-2% -$7.55K 0.17% 60
2023
Q1 		$340K Buy
1,214
+17
+1% +$4.55K 0.17% 67
2022
Q4 		$316K Sell
1,197
-16
-1% -$4.22K 0.17% 70
2022
Q3 		$284K Sell
1,213
-25
-2% -$6.39K 0.17% 73
2022
Q2 		$306K Buy
1,238
+152
+14% +$37.4K 0.17% 73
2022
Q1 		$270K Buy
1,086
+1
+0.1% +$249 0.13% 93
2021
Q4 		$291K Buy
1,085
+1
+0.1% +$252 0.14% 87
2021
Q3 		$266K Buy
1,084
+43
+4% +$10.3K 0.15% 84
2021
Q2 		$240K Buy
1,041
+1
+0.1% +$233 0.14% 89
2021
Q1 		$242K Buy
1,040
+1
+0.1% +$214 0.13% 84
2020
Q4 		$223K Buy
1,039
+1
+0.1% +$217 0.13% 84
2020
Q3 		$228K Buy
+1,038
New +$213K 0.15% 76
2020
Q1 		– Sell
-1,256
Closed -$248K – 75
2019
Q4 		$248K Buy
+1,256
New +$249K 0.2% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monterey Private Wealth's MCD Position: Q1 2025 in Review

Monterey Private Wealth reduced its McDonald's (MCD) stake by 13% in Q1 2025, selling an estimated $61.3K and leaving 1,314 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #79.

Monterey Private Wealth first reported a position in MCD in Q4 2019 and has held it in 20 quarters since. The position peaked at $440K in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Monterey Private Wealth held 1,314 shares of McDonald's worth $411K as of Q1 2025.
  • Monterey Private Wealth sold 205 McDonald's shares in Q1 2025, an estimated $61.3K.
  • McDonald's made up 0.12% of Monterey Private Wealth's portfolio in Q1 2025, its #79 holding.
  • Monterey Private Wealth first reported a position in McDonald's in Q4 2019 and has held it in 20 quarters since.
  • Monterey Private Wealth's McDonald's position peaked at $440K in Q4 2024.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.