Oak Hill Wealth Advisors’s McDonald's MCD Stock Holding History

Oak Hill Wealth Advisors’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 Q3	$944K	Buy	3,108 +13	+0.4%	+$3.96K	0.18%	69
2025 Q2	$903K	Hold	3,095	–	–	0.19%	64
2025 Q1	$967K	Hold	3,095	–	–	0.22%	56
2024 Q4	$897K	Buy	+3,095	New	+$923K	0.21%	54
2024 Q3	–	Sell	-2,250	Closed	-$620K	–	177
2024 Q2	$573K	Buy	+2,250	New	+$597K	0.17%	56
2024 Q1	–	Sell	-2,470	Closed	-$718K	–	163
2023 Q4	$732K	Hold	2,470	–	–	0.25%	46
2023 Q3	$651K	Buy	2,470 +235	+11%	+$67K	0.25%	48
2023 Q2	$667K	Sell	2,235 -945	-30%	-$275K	0.25%	52
2023 Q1	$889K	Buy	3,180 +945	+42%	+$253K	0.35%	40
2022 Q4	$589K	Buy	+2,235	New	+$590K	0.24%	58

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Hill Wealth Advisors's MCD Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its McDonald's (MCD) stake by 0.42% in Q3 2025, buying an estimated $3.96K and bringing the position to 3,108 shares worth $944K. The position accounts for 0.18% of the portfolio, ranked #69.

Oak Hill Wealth Advisors first reported a position in MCD in Q4 2022 and has held it in 10 quarters since. The position peaked at $967K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Oak Hill Wealth Advisors held 3,108 shares of McDonald's worth $944K as of Q3 2025.
Oak Hill Wealth Advisors bought 13 McDonald's shares in Q3 2025, an estimated $3.96K.
McDonald's made up 0.18% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #69 holding.
Oak Hill Wealth Advisors first reported a position in McDonald's in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's McDonald's position peaked at $967K in Q1 2025.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.