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

Putney Financial Group’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 		– Sell
-429
Closed -$125K – 196
2025
Q2 		$125K Hold
429
– – 0.13% 87
2025
Q1 		$134K Buy
429
+17
+4% +$5.08K 0.14% 77
2024
Q4 		$119K Buy
+412
New +$123K 0.11% 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
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

Putney Financial Group's MCD Position: Q3 2025 in Review

Putney Financial Group sold out of McDonald's (MCD) in Q3 2025, closing a stake of 429 shares — an estimated $125K sold.

Putney Financial Group first reported a position in MCD in Q4 2024 and held it in 3 quarters. The position peaked at $134K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Putney Financial Group reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 429 McDonald's shares in Q3 2025, an estimated $125K.
  • Putney Financial Group first reported a position in McDonald's in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's McDonald's position peaked at $134K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.