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

PBMares 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
Q3 		$773K Buy
2,545
+40
+2% +$12.2K 0.13% 87
2025
Q2 		$732K Sell
2,505
-15
-0.6% -$4.62K 0.13% 86
2025
Q1 		$787K Sell
2,520
-512
-17% -$153K 0.16% 81
2024
Q4 		$879K Sell
3,032
-8
-0.3% -$2.39K 0.18% 76
2024
Q3 		$926K Sell
3,040
-322
-10% -$88.8K 0.19% 72
2024
Q2 		$857K Sell
3,362
-135
-4% -$35.8K 0.21% 76
2024
Q1 		$986K Buy
3,497
+89
+3% +$25.9K 0.26% 62
2023
Q4 		$1.01M Buy
3,408
+11
+0.3% +$2.99K 0.3% 57
2023
Q3 		$895K Buy
3,397
+239
+8% +$68.2K 0.32% 60
2023
Q2 		$942K Sell
3,158
-40
-1% -$11.6K 0.34% 56
2023
Q1 		$894K Buy
3,198
+630
+25% +$169K 0.33% 59
2022
Q4 		$677K Hold
2,568
– – 0.27% 67
2022
Q3 		$592K Buy
2,568
+220
+9% +$56.2K 0.26% 73
2022
Q2 		$580K Buy
2,348
+1
+0% +$246 0.25% 76
2022
Q1 		$580K Hold
2,347
– – 0.36% 77
2021
Q4 		$629K Buy
2,347
+114
+5% +$28.8K 0.27% 78
2021
Q3 		$538K Buy
2,233
+41
+2% +$9.79K 0.26% 80
2021
Q2 		$506K Hold
2,192
– – 0.28% 83
2021
Q1 		$491K Sell
2,192
-300
-12% -$64.2K 0.4% 76
2020
Q4 		$535K Buy
2,492
+442
+22% +$96.1K 0.62% 63
2020
Q3 		$450K Buy
2,050
+340
+20% +$69.8K 0.66% 54
2020
Q2 		$316K Sell
1,710
-206
-11% -$37.8K 0.48% 71
2020
Q1 		$317K Buy
1,916
+1
+0.1% +$197 0.5% 71
2019
Q4 		$379K Buy
+1,915
New +$380K 0.45% 73

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

PBMares Wealth Management's MCD Position: Q3 2025 in Review

PBMares Wealth Management increased its McDonald's (MCD) stake by 1.6% in Q3 2025, buying an estimated $12.2K and bringing the position to 2,545 shares worth $773K. The position accounts for 0.13% of the portfolio, ranked #87.

PBMares Wealth Management first reported a position in MCD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • PBMares Wealth Management held 2,545 shares of McDonald's worth $773K as of Q3 2025.
  • PBMares Wealth Management bought 40 McDonald's shares in Q3 2025, an estimated $12.2K.
  • McDonald's made up 0.13% of PBMares Wealth Management's portfolio in Q3 2025, its #87 holding.
  • PBMares Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's McDonald's position peaked at $1.01M in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.