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Oldfather Financial Services’s McDonald's MCD Stock Holding History

Oldfather Financial 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
Q4 		$762K Buy
2,494
+110
+5% +$33.7K 0.23% 46
2025
Q3 		$725K Buy
2,384
+2
+0.1% +$609 0.23% 44
2025
Q2 		$696K Sell
2,382
-79
-3% -$24.4K 0.24% 42
2025
Q1 		$769K Sell
2,461
-35
-1% -$10.5K 0.29% 38
2024
Q4 		$724K Buy
2,496
+2
+0.1% +$596 0.28% 38
2024
Q3 		$759K Buy
2,494
+16
+0.6% +$4.41K 0.29% 36
2024
Q2 		$631K Buy
2,478
+3
+0.1% +$796 0.26% 36
2024
Q1 		$698K Sell
2,475
-41
-2% -$11.9K 0.29% 34
2023
Q4 		$746K Buy
2,516
+47
+2% +$12.8K 0.33% 34
2023
Q3 		$651K Buy
2,469
+2
+0.1% +$570 0.33% 35
2023
Q2 		$736K Buy
2,467
+2
+0.1% +$581 0.36% 35
2023
Q1 		$689K Buy
2,465
+3
+0.1% +$804 0.36% 35
2022
Q4 		$649K Sell
2,462
-297
-11% -$78.4K 0.37% 36
2022
Q3 		$637K Buy
2,759
+3
+0.1% +$767 0.4% 32
2022
Q2 		$713K Buy
2,756
+5
+0.2% +$1.23K 0.41% 32
2022
Q1 		$699K Buy
2,751
+4
+0.1% +$996 0.38% 35
2021
Q4 		$695K Buy
2,747
+14
+0.5% +$3.54K 0.36% 34
2021
Q3 		$685K Buy
2,733
+3
+0.1% +$716 0.35% 36
2021
Q2 		$637K Buy
2,730
+4
+0.1% +$931 0.35% 37
2021
Q1 		$628K Sell
2,726
-96
-3% -$20.5K 0.36% 35
2020
Q4 		$600K Sell
2,822
-95
-3% -$20.7K 0.36% 35
2020
Q3 		$664K Buy
2,917
+4
+0.1% +$821 0.47% 27
2020
Q2 		$569K Buy
2,913
+104
+4% +$19.1K 0.44% 30
2020
Q1 		$496K Buy
2,809
+604
+27% +$119K 0.47% 27
2019
Q4 		$473K Buy
+2,205
New +$437K 0.44% 33

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Oldfather Financial Services's MCD Position: Q4 2025 in Review

Oldfather Financial Services increased its McDonald's (MCD) stake by 4.6% in Q4 2025, buying an estimated $33.7K and bringing the position to 2,494 shares worth $762K. The position accounts for 0.23% of the portfolio, ranked #46.

Oldfather Financial Services first reported a position in MCD in Q4 2019 and has held it in 25 quarters since. The position peaked at $769K in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Oldfather Financial Services held 2,494 shares of McDonald's worth $762K as of Q4 2025.
  • Oldfather Financial Services bought 110 McDonald's shares in Q4 2025, an estimated $33.7K.
  • McDonald's made up 0.23% of Oldfather Financial Services's portfolio in Q4 2025, its #46 holding.
  • Oldfather Financial Services first reported a position in McDonald's in Q4 2019 and has held it in 25 quarters since.
  • Oldfather Financial Services's McDonald's position peaked at $769K in Q1 2025.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.