Significant Wealth Partners’s McDonald's MCD Stock Holding History

Significant Wealth Partners’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	–	Sell	-684	Closed	-$208K	–	92
2025 Q3	$208K	Buy	+684	New	+$208K	0.1%	91
2025 Q2	–	Sell	-711	Closed	-$222K	–	100
2025 Q1	$222K	Sell	711 -110	-13%	-$32.9K	0.11%	73
2024 Q4	$238K	Sell	821 -1,514	-65%	-$451K	0.12%	63
2024 Q3	$711K	Buy	2,335 +390	+20%	+$107K	0.37%	14
2024 Q2	$496K	Buy	1,945 +476	+32%	+$126K	0.28%	17
2024 Q1	$414K	Buy	1,469 +29	+2%	+$8.43K	0.27%	87
2023 Q4	$427K	Buy	+1,440	New	+$392K	0.31%	91

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Significant Wealth Partners's MCD Position: Q4 2025 in Review

Significant Wealth Partners sold out of McDonald's (MCD) in Q4 2025, closing a stake of 684 shares — an estimated $208K sold.

Significant Wealth Partners first reported a position in MCD in Q4 2023 and held it in 7 quarters. The position peaked at $711K in Q3 2024. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Significant Wealth Partners reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Significant Wealth Partners sold 684 McDonald's shares in Q4 2025, an estimated $208K.
Significant Wealth Partners first reported a position in McDonald's in Q4 2023 and held it in 7 quarters.
Significant Wealth Partners's McDonald's position peaked at $711K in Q3 2024.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.