Stephens Consulting’s McDonald's MCD Stock Holding History

Stephens Consulting’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	$107K	Hold	351	–	–	0.03%	97
2025 Q3	$107K	Sell	351 -148	-30%	-$45K	0.04%	97
2025 Q2	$146K	Buy	499 +42	+9%	+$12.9K	0.03%	120
2025 Q1	$143K	Sell	457 -59	-11%	-$17.6K	0.04%	113
2024 Q4	$150K	Buy	516 +75	+17%	+$22.4K	0.04%	113
2024 Q3	$134K	Hold	441	–	–	0.03%	120
2024 Q2	$112K	Hold	441	–	–	0.03%	127
2024 Q1	$124K	Sell	441 -2	-0.5%	-$582	0.04%	112
2023 Q4	$131K	Hold	443	–	–	0.04%	104
2023 Q3	$117K	Sell	443 -21	-5%	-$5.99K	0.05%	104
2023 Q2	$138K	Hold	464	–	–	0.05%	87
2023 Q1	$130K	Hold	464	–	–	0.08%	95
2022 Q4	$122K	Sell	464 -60	-11%	-$15.8K	0.08%	92
2022 Q3	$121K	Sell	524 -183	-26%	-$46.8K	0.11%	90
2022 Q2	$175K	Buy	707 +271	+62%	+$66.7K	0.14%	70
2022 Q1	$108K	Buy	436 +233	+115%	+$58K	0.09%	122
2021 Q4	$54.5K	Buy	+203	New	+$51.3K	0.05%	193

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Stephens Consulting's MCD Position: Q4 2025 in Review

Stephens Consulting held its McDonald's (MCD) position steady in Q4 2025 at 351 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #97.

Stephens Consulting first reported a position in MCD in Q4 2021 and has held it in 17 quarters since. The position peaked at $175K in Q2 2022. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Stephens Consulting held 351 shares of McDonald's worth $107K as of Q4 2025.
Stephens Consulting left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.03% of Stephens Consulting's portfolio in Q4 2025, its #97 holding.
Stephens Consulting first reported a position in McDonald's in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's McDonald's position peaked at $175K in Q2 2022.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.