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Transform Wealth’s McDonald's MCD Stock Holding History

Transform Wealth’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 		$437K Sell
1,399
-126
-8% -$37.7K 0.03% 182
2024
Q4 		$442K Buy
1,525
+651
+74% +$194K 0.02% 194
2024
Q3 		$266K Sell
874
-3,861
-82% -$1.06M 0.02% 191
2024
Q2 		$1.21M Sell
4,735
-239
-5% -$63.4K 0.09% 114
2024
Q1 		$1.4M Sell
4,974
-145
-3% -$42.2K 0.13% 112
2023
Q4 		$1.52M Buy
5,119
+4,238
+481% +$1.15M 0.15% 116
2023
Q3 		$232K Sell
881
-75
-8% -$21.4K 0.02% 222
2023
Q2 		$285K Sell
956
-70
-7% -$20.3K 0.03% 222
2023
Q1 		$287K Buy
1,026
+54
+6% +$14.5K 0.03% 217
2022
Q4 		$256K Buy
972
+52
+6% +$13.7K 0.03% 200
2022
Q3 		$212K Hold
920
– – 0.03% 173
2022
Q2 		$227K Sell
920
-100
-10% -$24.6K 0.03% 184
2022
Q1 		$252K Hold
1,020
– – 0.03% 207
2021
Q4 		$273K Buy
1,020
+72
+8% +$18.2K 0.03% 194
2021
Q3 		$229K Sell
948
-38
-4% -$9.07K 0.03% 209
2021
Q2 		$228K Buy
+986
New +$229K 0.03% 213
2019
Q1 		– Sell
-1,305
Closed -$232K – 183
2018
Q4 		$232K Hold
1,305
– – 0.05% 162
2018
Q3 		$218K Sell
1,305
-1,550
-54% -$248K 0.04% 180
2018
Q2 		$447K Sell
2,855
-200
-7% -$32.4K 0.08% 160
2018
Q1 		$478K Sell
3,055
-100
-3% -$16.5K 0.09% 173
2017
Q4 		$543K Hold
3,155
– – 0.1% 182
2017
Q3 		$494K Buy
+3,155
New +$494K 0.17% 148
2017
Q2 		– Sell
-3,160
Closed -$410K – 104
2017
Q1 		$410K Sell
3,160
-80
-2% -$10K 0.15% 162
2016
Q4 		$394K Sell
3,240
-100
-3% -$11.7K 0.16% 163
2016
Q3 		$385K Sell
3,340
-200
-6% -$23.7K 0.17% 160
2016
Q2 		$426K Buy
+3,540
New +$443K 0.18% 153

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

Transform Wealth's MCD Position: Q1 2025 in Review

Transform Wealth reduced its McDonald's (MCD) stake by 8.3% in Q1 2025, selling an estimated $37.7K and leaving 1,399 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #182.

Transform Wealth first reported a position in MCD in Q2 2016 and has held it in 26 quarters since. The position peaked at $1.52M in Q4 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Transform Wealth held 1,399 shares of McDonald's worth $437K as of Q1 2025.
  • Transform Wealth sold 126 McDonald's shares in Q1 2025, an estimated $37.7K.
  • McDonald's made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #182 holding.
  • Transform Wealth first reported a position in McDonald's in Q2 2016 and has held it in 26 quarters since.
  • Transform Wealth's McDonald's position peaked at $1.52M in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.