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Mustard Seed Financial’s McDonald's MCD Stock Holding History

Mustard Seed Financial’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 		– Sell
-651
Closed -$203K – 87
2025
Q1 		$203K Buy
+651
New +$195K 0.16% 78
2024
Q4 		– Sell
-1,051
Closed -$320K – 82
2024
Q3 		$320K Hold
1,051
– – 0.27% 65
2024
Q2 		$268K Hold
1,051
– – 0.26% 69
2024
Q1 		$296K Hold
1,051
– – 0.3% 62
2023
Q4 		$312K Buy
+1,051
New +$286K 0.35% 56

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

Mustard Seed Financial's MCD Position: Q2 2025 in Review

Mustard Seed Financial sold out of McDonald's (MCD) in Q2 2025, closing a stake of 651 shares — an estimated $203K sold.

Mustard Seed Financial first reported a position in MCD in Q4 2023 and held it in 5 quarters. The position peaked at $320K in Q3 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Mustard Seed Financial reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Mustard Seed Financial sold 651 McDonald's shares in Q2 2025, an estimated $203K.
  • Mustard Seed Financial first reported a position in McDonald's in Q4 2023 and held it in 5 quarters.
  • Mustard Seed Financial's McDonald's position peaked at $320K in Q3 2024.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Mustard Seed Financial's 13F filing for Q2 2025, filed 17 Jul 2025.