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The Family Firm’s McDonald's MCD Stock Holding History

The Family Firm’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
-1,220
Closed -$381K – 155
2025
Q1 		$381K Buy
1,220
+85
+7% +$25.4K 0.09% 141
2024
Q4 		$329K Buy
1,135
+4
+0.4% +$1.19K 0.07% 156
2024
Q3 		$344K Buy
1,131
+4
+0.4% +$1.1K 0.08% 152
2024
Q2 		$287K Buy
1,127
+4
+0.4% +$1.06K 0.06% 160
2024
Q1 		$316K Buy
1,123
+5
+0.4% +$1.45K 0.08% 151
2023
Q4 		$332K Buy
1,118
+29
+3% +$7.89K 0.09% 139
2023
Q3 		$287K Buy
1,089
+3
+0.3% +$856 0.08% 138
2023
Q2 		$324K Buy
1,086
+4
+0.4% +$1.16K 0.09% 140
2023
Q1 		$303K Buy
1,082
+4
+0.4% +$1.07K 0.08% 141
2022
Q4 		$284K Buy
1,078
+4
+0.4% +$1.05K 0.08% 148
2022
Q3 		$248K Buy
1,074
+3
+0.3% +$767 0.08% 154
2022
Q2 		$264K Sell
1,071
-29
-3% -$7.14K 0.08% 157
2022
Q1 		$272K Buy
1,100
+4
+0.4% +$996 0.07% 156
2021
Q4 		$294K Buy
1,096
+4
+0.4% +$1.01K 0.08% 142
2021
Q3 		$262K Buy
1,092
+103
+10% +$24.6K 0.07% 146
2021
Q2 		$228K Buy
989
+24
+2% +$5.58K 0.06% 165
2021
Q1 		$216K Buy
965
+4
+0.4% +$855 0.06% 165
2020
Q4 		$202K Buy
961
+3
+0.3% +$652 0.06% 164
2020
Q3 		$210K Buy
+958
New +$197K 0.08% 133

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

The Family Firm's MCD Position: Q2 2025 in Review

The Family Firm sold out of McDonald's (MCD) in Q2 2025, closing a stake of 1,220 shares — an estimated $381K sold.

The Family Firm first reported a position in MCD in Q3 2020 and held it in 19 quarters. The position peaked at $381K in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • The Family Firm reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 1,220 McDonald's shares in Q2 2025, an estimated $381K.
  • The Family Firm first reported a position in McDonald's in Q3 2020 and held it in 19 quarters.
  • The Family Firm's McDonald's position peaked at $381K in Q1 2025.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.