Plan Group Financial’s McDonald's MCD Stock Holding History

Plan Group Financial’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	-806	Closed	-$234K	–	153
2024 Q4	$234K	Sell	806 -20	-2%	-$5.96K	0.12%	102
2024 Q3	$252K	Buy	+826	New	+$228K	0.13%	97

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 Group Financial's MCD Position: Q1 2025 in Review

Plan Group Financial sold out of McDonald's (MCD) in Q1 2025, closing a stake of 806 shares — an estimated $234K sold.

Plan Group Financial first reported a position in MCD in Q3 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Plan Group Financial reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Plan Group Financial sold 806 McDonald's shares in Q1 2025, an estimated $234K.
Plan Group Financial first reported a position in McDonald's in Q3 2024 and held it in 2 quarters.
Plan Group Financial's McDonald's position peaked at $252K in Q3 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.