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Ruedi Wealth Management’s McDonald's MCD Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-277
Closed -$86.4K – 215
2025
Q1 		$86.4K Buy
277
+1
+0.4% +$299 0.03% 73
2024
Q4 		$80.1K Hold
276
– – 0.03% 74
2024
Q3 		$84K Sell
276
-21
-7% -$5.79K 0.03% 74
2024
Q2 		$75.8K Sell
297
-90
-23% -$23.9K 0.03% 72
2024
Q1 		$109K Buy
387
+1
+0.3% +$291 0.05% 60
2023
Q4 		$115K Hold
386
– – 0.05% 57
2023
Q3 		$102K Buy
386
+200
+108% +$57K 0.06% 55
2023
Q2 		$55.4K Sell
186
-136
-42% -$39.5K 0.03% 73
2023
Q1 		$90.1K Buy
322
+249
+341% +$66.7K 0.06% 59
2022
Q4 		$19.2K Buy
+73
New +$19.3K 0.01% 113

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ruedi Wealth Management's MCD Position: Q2 2025 in Review

Ruedi Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 277 shares — an estimated $86.4K sold.

Ruedi Wealth Management first reported a position in MCD in Q4 2022 and held it in 10 quarters. The position peaked at $115K in Q4 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Ruedi Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 277 McDonald's shares in Q2 2025, an estimated $86.4K.
  • Ruedi Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's McDonald's position peaked at $115K in Q4 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.