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

Partners 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
-720
Closed -$219K – 116
2025
Q3 		$219K Sell
720
-249
-26% -$75.8K 0.22% 109
2025
Q2 		$304K Hold
969
– – 0.35% 78
2025
Q1 		$303K Buy
969
+7
+0.7% +$2.09K 0.34% 78
2024
Q4 		$279K Buy
+962
New +$287K 0.32% 85

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

Partners Wealth Management's MCD Position: Q4 2025 in Review

Partners Wealth Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 720 shares — an estimated $219K sold.

Partners Wealth Management first reported a position in MCD in Q4 2024 and held it in 4 quarters. The position peaked at $304K in Q2 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Partners Wealth Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Partners Wealth Management sold 720 McDonald's shares in Q4 2025, an estimated $219K.
  • Partners Wealth Management first reported a position in McDonald's in Q4 2024 and held it in 4 quarters.
  • Partners Wealth Management's McDonald's position peaked at $304K in Q2 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.