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SC&H Financial Advisors’s McDonald's MCD Stock Holding History

SC&H Financial 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
2026
Q1 		$719K Hold
2,312
– – 0.11% 77
2025
Q4 		$707K Buy
2,312
+420
+22% +$129K 0.11% 80
2025
Q3 		$575K Hold
1,892
– – 0.09% 86
2025
Q2 		$553K Sell
1,892
-51
-3% -$15.7K 0.09% 86
2025
Q1 		$607K Hold
1,943
– – 0.12% 85
2024
Q4 		$563K Hold
1,943
– – 0.12% 88
2024
Q3 		$592K Sell
1,943
-20
-1% -$5.51K 0.13% 86
2024
Q2 		$500K Hold
1,963
– – 0.12% 87
2024
Q1 		$554K Sell
1,963
-223
-10% -$64.9K 0.14% 84
2023
Q4 		$648K Hold
2,186
– – 0.19% 76
2023
Q3 		$576K Buy
2,186
+1
+0% +$285 0.19% 78
2023
Q2 		$652K Hold
2,185
– – 0.22% 79
2023
Q1 		$611K Buy
2,185
+219
+11% +$58.7K 0.22% 77
2022
Q4 		$518K Sell
1,966
-36
-2% -$9.5K 0.21% 80
2022
Q3 		$462K Sell
2,002
-161
-7% -$41.2K 0.23% 79
2022
Q2 		$534K Sell
2,163
-139
-6% -$34.2K 0.25% 80
2022
Q1 		$569K Sell
2,302
-35
-1% -$8.72K 0.27% 77
2021
Q4 		$626K Buy
+2,337
New +$590K 0.35% 67

Other funds holding MCD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return