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Moser Wealth Advisors’s McDonald's MCD Stock Holding History

Moser Wealth Advisors’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
Q2 		$6.43K Hold
22
– – ﹤0.01% 152
2025
Q1 		$6.87K Buy
+22
New +$6.58K ﹤0.01% 134

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moser Wealth Advisors's MCD Position: Q2 2025 in Review

Moser Wealth Advisors held its McDonald's (MCD) position steady in Q2 2025 at 22 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #152.

Moser Wealth Advisors first reported a position in MCD in Q1 2025 and has held it in 2 quarters since. The position peaked at $6.87K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Moser Wealth Advisors held 22 shares of McDonald's worth $6.43K as of Q2 2025.
  • Moser Wealth Advisors left its McDonald's share count unchanged in Q2 2025.
  • McDonald's made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #152 holding.
  • Moser Wealth Advisors first reported a position in McDonald's in Q1 2025 and has held it in 2 quarters since.
  • Moser Wealth Advisors's McDonald's position peaked at $6.87K in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.