Plan A Wealth’s McDonald's MCD Stock Holding History

Plan A Wealth’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 Q1	–	Sell	-738	Closed	-$214K	–	127
2024 Q4	$214K	Buy	+738	New	+$220K	0.2%	79

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Plan A Wealth's MCD Position: Q1 2025 in Review

Plan A Wealth sold out of McDonald's (MCD) in Q1 2025, closing a stake of 738 shares — an estimated $214K sold.

Plan A Wealth first reported a position in MCD in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Plan A Wealth reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Plan A Wealth sold 738 McDonald's shares in Q1 2025, an estimated $214K.
Plan A Wealth first reported a position in McDonald's in Q4 2024 and held it in 1 quarter.
Plan A Wealth's McDonald's position peaked at $214K in Q4 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Plan A Wealth's 13F filing for Q1 2025, filed 6 Nov 2025.