OPPS
MCD icon

Obsidian Personal Planning Solutions’s McDonald's MCD Stock Holding History

Obsidian Personal Planning Solutions’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 		$473K Sell
1,586
-111
-7% -$33.8K 0.16% 54
2025
Q2 		$496K Buy
1,697
+1
+0.1% +$308 0.2% 46
2025
Q1 		$542K Buy
1,696
+2
+0.1% +$598 0.24% 39
2024
Q4 		$489K Sell
1,694
-16
-0.9% -$4.77K 0.24% 43
2024
Q3 		$499K Sell
1,710
-38
-2% -$10.5K 0.26% 42
2024
Q2 		$445K Buy
1,748
+4
+0.2% +$1.06K 0.27% 44
2024
Q1 		$476K Buy
1,744
+1
+0.1% +$291 0.31% 41
2023
Q4 		$517K Buy
1,743
+489
+39% +$133K 0.39% 33
2023
Q3 		$330K Hold
1,254
– – 0.28% 45
2023
Q2 		$374K Buy
1,254
+1
+0.1% +$291 0.46% 39
2023
Q1 		$350K Buy
1,253
+306
+32% +$82K 0.51% 31
2022
Q4 		$250K Buy
+947
New +$250K 0.4% 37

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

Obsidian Personal Planning Solutions's MCD Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its McDonald's (MCD) stake by 6.5% in Q3 2025, selling an estimated $33.8K and leaving 1,586 shares worth $473K. The position accounts for 0.16% of the portfolio, ranked #54.

Obsidian Personal Planning Solutions first reported a position in MCD in Q4 2022 and has held it in 12 quarters since. The position peaked at $542K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,586 shares of McDonald's worth $473K as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 111 McDonald's shares in Q3 2025, an estimated $33.8K.
  • McDonald's made up 0.16% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #54 holding.
  • Obsidian Personal Planning Solutions first reported a position in McDonald's in Q4 2022 and has held it in 12 quarters since.
  • Obsidian Personal Planning Solutions's McDonald's position peaked at $542K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.