New Century Financial Group’s McDonald's MCD Stock Holding History

New Century 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 Q2	–	Sell	-1,060	Closed	-$331K	–	134
2025 Q1	$331K	Sell	1,060 -327	-24%	-$97.8K	0.38%	89
2024 Q4	$409K	Sell	1,387 -68	-5%	-$20.3K	0.17%	157
2024 Q3	$443K	Buy	+1,455	New	+$401K	0.16%	169
2024 Q2	–	Sell	-1,076	Closed	-$303K	–	294
2024 Q1	$303K	Buy	+1,076	New	+$313K	0.21%	126

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New Century Financial Group's MCD Position: Q2 2025 in Review

New Century Financial Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,060 shares — an estimated $331K sold.

New Century Financial Group first reported a position in MCD in Q1 2024 and held it in 4 quarters. The position peaked at $443K in Q3 2024. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

New Century Financial Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
New Century Financial Group sold 1,060 McDonald's shares in Q2 2025, an estimated $331K.
New Century Financial Group first reported a position in McDonald's in Q1 2024 and held it in 4 quarters.
New Century Financial Group's McDonald's position peaked at $443K in Q3 2024.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.