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Parkworth Wealth Management’s McDonald's MCD Stock Holding History

Parkworth 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
Q2 		$3.21K Buy
11
+4
+57% +$1.23K ﹤0.01% 213
2025
Q1 		$2.19K Hold
7
– – ﹤0.01% 174
2024
Q4 		$2.03K Buy
+7
New +$2.09K ﹤0.01% 195

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parkworth Wealth Management's MCD Position: Q2 2025 in Review

Parkworth Wealth Management increased its McDonald's (MCD) stake by 57% in Q2 2025, buying an estimated $1.23K and bringing the position to 11 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Parkworth Wealth Management first reported a position in MCD in Q4 2024 and has held it in 3 quarters since. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Parkworth Wealth Management held 11 shares of McDonald's worth $3.21K as of Q2 2025.
  • Parkworth Wealth Management bought 4 McDonald's shares in Q2 2025, an estimated $1.23K.
  • McDonald's made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #213 holding.
  • Parkworth Wealth Management first reported a position in McDonald's in Q4 2024 and has held it in 3 quarters since.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.