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Sterling Group Wealth Management’s McDonald's MCD Stock Holding History

Sterling Group Wealth Management’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
Q2 		– Sell
-1,362
Closed -$425K – 58
2025
Q1 		$425K Hold
1,362
– – 0.23% 31
2024
Q4 		$395K Hold
1,362
– – 0.2% 38
2024
Q3 		$415K Sell
1,362
-52
-4% -$14.3K 0.22% 31
2024
Q2 		$360K Buy
+1,414
New +$375K 0.21% 34
2024
Q1 		– Sell
-1,462
Closed -$433K – 27
2023
Q4 		$433K Sell
1,462
-282
-16% -$76.8K 0.34% 30
2023
Q3 		$459K Sell
1,744
-2
-0.1% -$570 0.43% 25
2023
Q2 		$521K Buy
1,746
+19
+1% +$5.52K 0.45% 23
2023
Q1 		$483K Buy
1,727
+121
+8% +$32.4K 0.46% 23
2022
Q4 		$423K Buy
+1,606
New +$424K 0.42% 27

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sterling Group Wealth Management's MCD Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,362 shares — an estimated $425K sold.

Sterling Group Wealth Management first reported a position in MCD in Q4 2022 and held it in 9 quarters. The position peaked at $521K in Q2 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Sterling Group Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Sterling Group Wealth Management sold 1,362 McDonald's shares in Q2 2025, an estimated $425K.
  • Sterling Group Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 9 quarters.
  • Sterling Group Wealth Management's McDonald's position peaked at $521K in Q2 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.