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Strategic Financial Concepts’s McDonald's MCD Stock Holding History

Strategic Financial Concepts’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
-1,001
Closed -$304K – 221
2025
Q3 		$304K Sell
1,001
-65
-6% -$19.8K 0.04% 189
2025
Q2 		$311K Buy
1,066
+166
+18% +$51.2K 0.04% 195
2025
Q1 		$281K Buy
900
+20
+2% +$5.98K 0.05% 249
2024
Q4 		$255K Buy
880
+38
+5% +$11.3K 0.05% 273
2024
Q3 		$257K Sell
842
-206,740
-100% -$57M 0.08% 198
2024
Q2 		$25K Buy
+207,582
New +$55.1M 0.01% 313

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Strategic Financial Concepts's MCD Position: Q4 2025 in Review

Strategic Financial Concepts sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,001 shares — an estimated $304K sold.

Strategic Financial Concepts first reported a position in MCD in Q2 2024 and held it in 6 quarters. The position peaked at $311K in Q2 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Strategic Financial Concepts reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 1,001 McDonald's shares in Q4 2025, an estimated $304K.
  • Strategic Financial Concepts first reported a position in McDonald's in Q2 2024 and held it in 6 quarters.
  • Strategic Financial Concepts's McDonald's position peaked at $311K in Q2 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.