NRI Wealth Management’s McDonald's MCD Stock Holding History

NRI Wealth Management’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	–	Sell	-6,445	Closed	-$1.87M	–	28
2024 Q4	$1.87M	Buy	+6,445	New	+$1.92M	1.29%	15
2024 Q2	$1.52M	Buy	5,953 +289	+5%	+$76.7K	1.18%	16
2024 Q1	$1.6M	Buy	5,664 +131	+2%	+$38.1K	1.35%	16
2023 Q4	$1.64M	Buy	+5,533	New	+$1.51M	1.64%	14

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NRI Wealth Management's MCD Position: Q1 2025 in Review

NRI Wealth Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 6,445 shares — an estimated $1.87M sold.

NRI Wealth Management first reported a position in MCD in Q4 2023 and held it in 4 quarters. The position peaked at $1.87M in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

NRI Wealth Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
NRI Wealth Management sold 6,445 McDonald's shares in Q1 2025, an estimated $1.87M.
NRI Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 4 quarters.
NRI Wealth Management's McDonald's position peaked at $1.87M in Q4 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on NRI Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.