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Transcendent Capital Group’s McDonald's MCD Stock Holding History

Transcendent Capital Group’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 		– Sell
-153
Closed -$44.4K – 282
2024
Q4 		$44.4K Hold
153
– – 0.02% 200
2024
Q3 		$46.6K Hold
153
– – 0.02% 204
2024
Q2 		$39K Hold
153
– – 0.02% 212
2024
Q1 		$43.1K Hold
153
– – 0.03% 190
2023
Q4 		$45.4K Buy
+153
New +$41.6K 0.03% 151

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Transcendent Capital Group's MCD Position: Q1 2025 in Review

Transcendent Capital Group sold out of McDonald's (MCD) in Q1 2025, closing a stake of 153 shares — an estimated $44.4K sold.

Transcendent Capital Group first reported a position in MCD in Q4 2023 and held it in 5 quarters. The position peaked at $46.6K in Q3 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Transcendent Capital Group reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 153 McDonald's shares in Q1 2025, an estimated $44.4K.
  • Transcendent Capital Group first reported a position in McDonald's in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's McDonald's position peaked at $46.6K in Q3 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.