U.S. Wealth Group’s McDonald's MCD Stock Holding History

U.S. Wealth 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 Q4	$2.47M	Sell	8,067 -91	-1%	-$27.9K	1.62%	26
2025 Q3	$2.48M	Buy	8,158 +294	+4%	+$89.5K	1.62%	28
2025 Q2	$2.3M	Buy	7,864 +139	+2%	+$42.9K	1.79%	27
2025 Q1	$2.41M	Sell	7,725 -228	-3%	-$68.2K	1.91%	19
2024 Q4	$2.31M	Buy	+7,953	New	+$2.37M	1.74%	23

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

U.S. Wealth Group's MCD Position: Q4 2025 in Review

U.S. Wealth Group reduced its McDonald's (MCD) stake by 1.1% in Q4 2025, selling an estimated $27.9K and leaving 8,067 shares worth $2.47M. The position accounts for 1.62% of the portfolio, ranked #26.

U.S. Wealth Group first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

U.S. Wealth Group held 8,067 shares of McDonald's worth $2.47M as of Q4 2025.
U.S. Wealth Group sold 91 McDonald's shares in Q4 2025, an estimated $27.9K.
McDonald's made up 1.62% of U.S. Wealth Group's portfolio in Q4 2025, its #26 holding.
U.S. Wealth Group first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
U.S. Wealth Group's McDonald's position peaked at $2.48M in Q3 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.