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S.E.E.D. Planning Group’s McDonald's MCD Stock Holding History

S.E.E.D. Planning 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
Q2 		– Sell
-655
Closed -$205K – 74
2025
Q1 		$205K Sell
655
-1,979
-75% -$592K 0.07% 72
2024
Q4 		$764K Buy
2,634
+1,662
+171% +$496K 0.25% 59
2024
Q3 		$296K Buy
972
+44
+5% +$12.1K 0.1% 71
2024
Q2 		$236K Buy
928
+117
+14% +$31K 0.09% 72
2024
Q1 		$229K Buy
811
+39
+5% +$11.3K 0.08% 72
2023
Q4 		$229K Hold
772
– – 0.09% 73
2023
Q3 		$203K Sell
772
-1
-0.1% -$285 0.08% 81
2023
Q2 		$231K Hold
773
– – 0.08% 79
2023
Q1 		$216K Hold
773
– – 0.08% 79
2022
Q4 		$204K Buy
+773
New +$204K 0.09% 81
2022
Q2 		– Sell
-2,203
Closed -$545K – 90
2022
Q1 		$545K Sell
2,203
-14
-0.6% -$3.49K 0.23% 53
2021
Q4 		$594K Sell
2,217
-102
-4% -$25.8K 0.26% 48
2021
Q3 		$559K Sell
2,319
-21
-0.9% -$5.01K 0.26% 48
2021
Q2 		$541K Hold
2,340
– – 0.27% 51
2021
Q1 		$524K Buy
2,340
+1,288
+122% +$275K 0.29% 50
2020
Q4 		$226K Buy
+1,052
New +$229K 0.14% 63

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 $134M AUM 21.11% 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

S.E.E.D. Planning Group's MCD Position: Q2 2025 in Review

S.E.E.D. Planning Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 655 shares — an estimated $205K sold.

S.E.E.D. Planning Group first reported a position in MCD in Q4 2020 and held it in 16 quarters. The position peaked at $764K in Q4 2024. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • S.E.E.D. Planning Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 655 McDonald's shares in Q2 2025, an estimated $205K.
  • S.E.E.D. Planning Group first reported a position in McDonald's in Q4 2020 and held it in 16 quarters.
  • S.E.E.D. Planning Group's McDonald's position peaked at $764K in Q4 2024.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2025, filed 8 Jul 2025.