Nvest Financial’s McDonald's MCD Stock Holding History

Nvest 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 Q1	–	Sell	-3,068	Closed	-$889K	–	106
2024 Q4	$889K	Buy	3,068 +618	+25%	+$184K	0.45%	57
2024 Q3	$746K	Buy	2,450 +1,274	+108%	+$351K	0.43%	59
2024 Q2	$300K	Buy	+1,176	New	+$312K	0.18%	73

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

Nvest Financial's MCD Position: Q1 2025 in Review

Nvest Financial sold out of McDonald's (MCD) in Q1 2025, closing a stake of 3,068 shares — an estimated $889K sold.

Nvest Financial first reported a position in MCD in Q2 2024 and held it in 3 quarters. The position peaked at $889K in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Nvest Financial reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Nvest Financial sold 3,068 McDonald's shares in Q1 2025, an estimated $889K.
Nvest Financial first reported a position in McDonald's in Q2 2024 and held it in 3 quarters.
Nvest Financial's McDonald's position peaked at $889K in Q4 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.