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Redmont Wealth Advisors’s McDonald's MCD Stock Holding History

Redmont Wealth Advisors’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
Q4 		$43.7K Hold
143
– – 0.07% 100
2025
Q3 		$43.5K Hold
143
– – 0.06% 104
2025
Q2 		$41.8K Buy
143
+43
+43% +$13.3K 0.06% 105
2025
Q1 		$31.2K Buy
+100
New +$29.9K 0.06% 88
2024
Q4 		– Sell
-143
Closed -$43.5K – 201
2024
Q3 		$43.5K Hold
143
– – 0.07% 97
2024
Q2 		$36.4K Sell
143
-100
-41% -$26.5K 0.06% 101
2024
Q1 		$68.5K Buy
+243
New +$70.7K 0.09% 80

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's MCD Position: Q4 2025 in Review

Redmont Wealth Advisors held its McDonald's (MCD) position steady in Q4 2025 at 143 shares worth $43.7K. The position accounts for 0.07% of the portfolio, ranked #100.

Redmont Wealth Advisors first reported a position in MCD in Q1 2024 and has held it in 7 quarters since. The position peaked at $68.5K in Q1 2024. 3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Redmont Wealth Advisors held 143 shares of McDonald's worth $43.7K as of Q4 2025.
  • Redmont Wealth Advisors left its McDonald's share count unchanged in Q4 2025.
  • McDonald's made up 0.07% of Redmont Wealth Advisors's portfolio in Q4 2025, its #100 holding.
  • Redmont Wealth Advisors first reported a position in McDonald's in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's McDonald's position peaked at $68.5K in Q1 2024.
  • 3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.