Safeguard Financial’s McDonald's MCD Stock Holding History

Safeguard Financial’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	-903	Closed	-$262K	–	113
2024 Q4	$262K	Buy	+903	New	+$269K	0.06%	95
2023 Q3	–	Sell	-243	Closed	-$72K	–	351
2023 Q2	$72K	Buy	+243	New	+$70.6K	0.03%	123

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Safeguard Financial's MCD Position: Q1 2025 in Review

Safeguard Financial sold out of McDonald's (MCD) in Q1 2025, closing a stake of 903 shares — an estimated $262K sold.

Safeguard Financial first reported a position in MCD in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Safeguard Financial reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Safeguard Financial sold 903 McDonald's shares in Q1 2025, an estimated $262K.
Safeguard Financial first reported a position in McDonald's in Q2 2023 and held it in 2 quarters.
Safeguard Financial's McDonald's position peaked at $262K in Q4 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.