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Oregon Pacific Wealth Management’s McDonald's MCD Stock Holding History

Oregon Pacific Wealth Management’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 		– Sell
-4,240
Closed -$1.29M – 136
2025
Q3 		$1.29M Hold
4,240
– – 1.11% 17
2025
Q2 		$1.24M Sell
4,240
-62
-1% -$19.1K 1.17% 18
2025
Q1 		$1.34M Buy
4,302
+62
+1% +$18.5K 1.34% 14
2024
Q4 		$1.23M Buy
+4,240
New +$1.26M 1.2% 19

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Oregon Pacific Wealth Management's MCD Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 4,240 shares — an estimated $1.29M sold.

Oregon Pacific Wealth Management first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $1.34M in Q1 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 4,240 McDonald's shares in Q4 2025, an estimated $1.29M.
  • Oregon Pacific Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's McDonald's position peaked at $1.34M in Q1 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.