O'Brien Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.82M | Buy |
12,494
+1
| +0% | +$306 | 0.5% | 25 |
|
|
2025
Q3 | $3.8M | Buy |
12,493
+1,780
| +17% | +$542K | 0.51% | 25 |
|
|
2025
Q2 | $3.13M | Buy |
10,713
+25
| +0.2% | +$7.71K | 0.49% | 24 |
|
|
2025
Q1 | $3.34M | Buy |
10,688
+51
| +0.5% | +$15.3K | 0.62% | 21 |
|
|
2024
Q4 | $3.08M | Buy |
10,637
+1
| +0% | +$298 | 0.56% | 20 |
|
|
2024
Q3 | $3.24M | Sell |
10,636
-1
| -0% | -$276 | 0.64% | 20 |
|
|
2024
Q2 | $2.71M | Sell |
10,637
-34
| -0.3% | -$9.02K | 0.61% | 18 |
|
|
2024
Q1 | $3.01M | Sell |
10,671
-405
| -4% | -$118K | 0.7% | 18 |
|
|
2023
Q4 | $3.28M | Buy |
11,076
+20
| +0.2% | +$5.44K | 0.86% | 17 |
|
|
2023
Q3 | $2.91M | Buy |
11,056
+1
| +0% | +$285 | 0.84% | 15 |
|
|
2023
Q2 | $3.3M | Sell |
11,055
-7
| -0.1% | -$2.03K | 0.97% | 15 |
|
|
2023
Q1 | $3.09M | Sell |
11,062
-189
| -2% | -$50.6K | 0.97% | 15 |
|
|
2022
Q4 | $2.96M | Buy |
11,251
+566
| +5% | +$149K | 1.18% | 11 |
|
|
2022
Q3 | $2.46M | Buy |
10,685
+4
| +0% | +$1.02K | 1.04% | 12 |
|
|
2022
Q2 | $2.64M | Sell |
10,681
-127
| -1% | -$31.3K | 1.1% | 11 |
|
|
2022
Q1 | $2.67M | Buy |
10,808
+157
| +1% | +$39.1K | 1.06% | 10 |
|
|
2021
Q4 | $2.77M | Buy |
10,651
+10
| +0.1% | +$2.52K | 0.96% | 10 |
|
|
2021
Q3 | $2.61M | Sell |
10,641
-218
| -2% | -$52K | 0.91% | 10 |
|
|
2021
Q2 | $2.56M | Buy |
10,859
+54
| +0.5% | +$12.6K | 0.85% | 12 |
|
|
2021
Q1 | $2.49M | Buy |
10,805
+1
| +0% | +$214 | 0.82% | 11 |
|
|
2020
Q4 | $2.33M | Buy |
10,804
+15
| +0.1% | +$3.26K | 0.84% | 9 |
|
|
2020
Q3 | $2.44M | Buy |
10,789
+91
| +0.9% | +$18.7K | 1% | 8 |
|
|
2020
Q2 | $1.97M | Buy |
10,698
+47
| +0.4% | +$8.62K | 0.82% | 8 |
|
|
2020
Q1 | $1.72M | Buy |
10,651
+23
| +0.2% | +$4.53K | 0.97% | 9 |
|
|
2019
Q4 | $2.15M | Buy |
10,628
+10
| +0.1% | +$1.98K | 1.54% | 9 |
|
|
2019
Q3 | $2.28M | Buy |
10,618
+1
| +0% | +$214 | 1.79% | 6 |
|
|
2019
Q2 | $2.24M | Buy |
10,617
+1
| +0% | +$198 | 1.64% | 9 |
|
|
2019
Q1 | $2.02M | Buy |
10,616
+1
| +0% | +$181 | 1.43% | 9 |
|
|
2018
Q4 | $1.9M | Sell |
10,615
-114
| -1% | -$20.2K | 1.3% | 9 |
|
|
2018
Q3 | $1.79M | Buy |
+10,729
| New | +$1.72M | 1.17% | 9 |
|
|
2018
Q2 | – | Sell |
-10,728
| Closed | -$1.68M | – | 145 |
|
|
2018
Q1 | $1.68M | Buy |
10,728
+116
| +1% | +$19.1K | 1.15% | 10 |
|
|
2017
Q4 | $1.83M | Buy |
10,612
+1
| +0% | +$168 | 1.15% | 11 |
|
|
2017
Q3 | $1.66M | Buy |
10,611
+1
| +0% | +$157 | 0.87% | 13 |
|
|
2017
Q2 | $1.63M | Buy |
10,610
+1
| +0% | +$145 | 0.86% | 13 |
|
|
2017
Q1 | $1.38M | Buy |
10,609
+1
| +0% | +$125 | 0.76% | 15 |
|
|
2016
Q4 | $1.29M | Sell |
10,608
-54
| -0.5% | -$6.33K | 0.77% | 18 |
|
|
2016
Q3 | $1.23M | Buy |
10,662
+1
| +0% | +$118 | 0.8% | 19 |
|
|
2016
Q2 | $1.28M | Sell |
10,661
-37
| -0.3% | -$4.63K | 0.89% | 18 |
|
|
2016
Q1 | $1.34M | Buy |
10,698
+1
| +0% | +$119 | 1.05% | 16 |
|
|
2015
Q4 | $1.26M | Buy |
+10,697
| New | +$1.2M | 1.24% | 16 |
|
Other funds holding MCD
O'Brien Wealth Partners's MCD Position: Q4 2025 in Review
O'Brien Wealth Partners increased its McDonald's (MCD) stake by 0.01% in Q4 2025, buying an estimated $306 and bringing the position to 12,494 shares worth $3.82M. The position accounts for 0.5% of the portfolio, ranked #25.
O'Brien Wealth Partners first reported a position in MCD in Q4 2015 and has held it in 40 quarters since. 3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.
- O'Brien Wealth Partners held 12,494 shares of McDonald's worth $3.82M as of Q4 2025.
- O'Brien Wealth Partners bought 1 McDonald's share in Q4 2025, an estimated $306.
- McDonald's made up 0.5% of O'Brien Wealth Partners's portfolio in Q4 2025, its #25 holding.
- O'Brien Wealth Partners first reported a position in McDonald's in Q4 2015 and has held it in 40 quarters since.
- 3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.
Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.