New Jersey Better Educational Savings Trust’s McDonald's MCD Stock Holding History

New Jersey Better Educational Savings Trust’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	-713	Closed	-$223K	–	25
2025 Q1	$223K	Hold	713	–	–	0.43%	27
2024 Q4	$207K	Hold	713	–	–	0.4%	30
2024 Q3	$217K	Buy	+713	New	+$197K	0.41%	28
2024 Q2	–	Sell	-1,428	Closed	-$403K	–	65
2024 Q1	$403K	Hold	1,428	–	–	0.76%	34
2023 Q4	$423K	Hold	1,428	–	–	0.89%	29
2023 Q3	$376K	Hold	1,428	–	–	0.92%	33
2023 Q2	$426K	Hold	1,428	–	–	1%	27
2023 Q1	$399K	Hold	1,428	–	–	1.08%	29
2022 Q4	$376K	Hold	1,428	–	–	1.11%	29
2022 Q3	$329K	Hold	1,428	–	–	1.1%	33
2022 Q2	$353K	Hold	1,428	–	–	1.11%	33
2022 Q1	$353K	Hold	1,428	–	–	0.86%	41
2021 Q4	$383K	Sell	1,428 -400	-22%	-$101K	0.85%	35
2021 Q3	$441K	Hold	1,828	–	–	0.87%	33
2021 Q2	$422K	Hold	1,828	–	–	0.84%	35
2021 Q1	$410K	Hold	1,828	–	–	0.9%	33
2020 Q4	$392K	Sell	1,828 -572	-24%	-$124K	0.73%	46
2020 Q3	$527K	Hold	2,400	–	–	0.87%	39
2020 Q2	$443K	Hold	2,400	–	–	0.81%	42
2020 Q1	$397K	Sell	2,400 -500	-17%	-$98.5K	0.94%	40
2019 Q4	$573K	Buy	+2,900	New	+$575K	0.98%	31
2019 Q2	–	Sell	-2,000	Closed	-$380K	–	190
2019 Q1	$380K	Buy	+2,000	New	+$363K	0.51%	50
2018 Q4	–	Sell	-2,000	Closed	-$335K	–	190
2018 Q3	$335K	Hold	2,000	–	–	0.34%	117
2018 Q2	$313K	Sell	2,000 -1,000	-33%	-$162K	0.34%	111
2018 Q1	$469K	Buy	+3,000	New	+$494K	0.52%	65
2015 Q2	–	Sell	-14,000	Closed	-$1.36M	–	179
2015 Q1	$1.36M	Buy	14,000 +4,000	+40%	+$380K	0.6%	41
2014 Q4	$937K	Buy	+10,000	New	+$936K	0.42%	106

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 $134M AUM 21.11% 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 Jersey Better Educational Savings Trust's MCD Position: Q2 2025 in Review

New Jersey Better Educational Savings Trust sold out of McDonald's (MCD) in Q2 2025, closing a stake of 713 shares — an estimated $223K sold.

New Jersey Better Educational Savings Trust first reported a position in MCD in Q4 2014 and held it in 27 quarters. The position peaked at $1.36M in Q1 2015. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

New Jersey Better Educational Savings Trust reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 713 McDonald's shares in Q2 2025, an estimated $223K.
New Jersey Better Educational Savings Trust first reported a position in McDonald's in Q4 2014 and held it in 27 quarters.
New Jersey Better Educational Savings Trust's McDonald's position peaked at $1.36M in Q1 2015.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2025, filed 5 Aug 2025.