Spectrum Wealth Counsel’s McDonald's MCD Stock Holding History

Spectrum Wealth Counsel’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	$430K	Hold	1,377	–	–	0.05%	92
2024 Q4	$399K	Hold	1,377	–	–	0.05%	99
2024 Q3	$419K	Hold	1,377	–	–	0.05%	98
2024 Q2	$351K	Hold	1,377	–	–	0.04%	102
2024 Q1	$388K	Hold	1,377	–	–	0.05%	111
2023 Q4	$408K	Buy	+1,377	New	+$375K	0.06%	103

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

Spectrum Wealth Counsel's MCD Position: Q1 2025 in Review

Spectrum Wealth Counsel held its McDonald's (MCD) position steady in Q1 2025 at 1,377 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #92.

Spectrum Wealth Counsel first reported a position in MCD in Q4 2023 and has held it in 6 quarters since. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Spectrum Wealth Counsel held 1,377 shares of McDonald's worth $430K as of Q1 2025.
Spectrum Wealth Counsel left its McDonald's share count unchanged in Q1 2025.
McDonald's made up 0.05% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #92 holding.
Spectrum Wealth Counsel first reported a position in McDonald's in Q4 2023 and has held it in 6 quarters since.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.