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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
2024
Q4 		– Sell
-2,150
Closed -$655K – 198
2024
Q3 		$655K Buy
+2,150
New +$593K 0.16% 59
2024
Q2 		– Sell
-2,470
Closed -$696K – 172
2024
Q1 		$696K Buy
+2,470
New +$718K 0.22% 46

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
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.