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Quantum Private Wealth’s McDonald's MCD Stock Holding History

Quantum Private 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
-1,200
Closed -$348K – 177
2024
Q4 		$348K Buy
+1,200
New +$358K 0.11% 138
2023
Q4 		– Sell
-1,814
Closed -$478K – 184
2023
Q3 		$478K Hold
1,814
– – 0.23% 94
2023
Q2 		$541K Buy
1,814
+1,014
+127% +$295K 0.25% 90
2023
Q1 		$224K Hold
800
– – 0.12% 166
2022
Q4 		$211K Buy
+800
New +$211K 0.13% 161
2022
Q3 		– Sell
-1,200
Closed -$296K – 190
2022
Q2 		$296K Hold
1,200
– – 0.17% 126
2022
Q1 		$296K Hold
1,200
– – 0.13% 145
2021
Q4 		$321K Buy
+1,200
New +$303K 0.12% 150

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Quantum Private Wealth's MCD Position: Q1 2025 in Review

Quantum Private Wealth sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,200 shares — an estimated $348K sold.

Quantum Private Wealth first reported a position in MCD in Q4 2021 and held it in 8 quarters. The position peaked at $541K in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Quantum Private Wealth reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 1,200 McDonald's shares in Q1 2025, an estimated $348K.
  • Quantum Private Wealth first reported a position in McDonald's in Q4 2021 and held it in 8 quarters.
  • Quantum Private Wealth's McDonald's position peaked at $541K in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Quantum Private Wealth's 13F filing for Q1 2025, filed 13 May 2025.