NWF Advisory Services’s McDonald's MCD Stock Holding History

NWF Advisory Services’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	-912	Closed	-$264K	–	399
2024 Q4	$264K	Buy	+912	New	+$272K	0.04%	209
2024 Q1	–	Sell	-677	Closed	-$201K	–	347
2023 Q4	$201K	Buy	+677	New	+$184K	0.04%	253

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

NWF Advisory Services's MCD Position: Q1 2025 in Review

NWF Advisory Services sold out of McDonald's (MCD) in Q1 2025, closing a stake of 912 shares — an estimated $264K sold.

NWF Advisory Services first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $264K in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

NWF Advisory Services reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
NWF Advisory Services sold 912 McDonald's shares in Q1 2025, an estimated $264K.
NWF Advisory Services first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
NWF Advisory Services's McDonald's position peaked at $264K in Q4 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on NWF Advisory Services's 13F filing for Q1 2025, filed 12 Aug 2025.