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Vantage Financial Partners (Wisconsin)’s McDonald's MCD Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$452K Buy
1,480
+8
+0.5% +$2.45K 0.09% 127
2025
Q3 		$447K Sell
1,472
-9
-0.6% -$2.74K 0.09% 126
2025
Q2 		$433K Buy
1,481
+8
+0.5% +$2.47K 0.1% 122
2025
Q1 		$460K Buy
1,473
+73
+5% +$21.8K 0.11% 110
2024
Q4 		$406K Sell
1,400
-2
-0.1% -$596 0.1% 116
2024
Q3 		$427K Buy
1,402
+250
+22% +$68.9K 0.11% 114
2024
Q2 		$293K Buy
1,152
+181
+19% +$48K 0.08% 118
2024
Q1 		$274K Buy
+971
New +$282K 0.07% 118

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MCD Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its McDonald's (MCD) stake by 0.54% in Q4 2025, buying an estimated $2.45K and bringing the position to 1,480 shares worth $452K. The position accounts for 0.09% of the portfolio, ranked #127.

Vantage Financial Partners (Wisconsin) first reported a position in MCD in Q1 2024 and has held it in 8 quarters since. The position peaked at $460K in Q1 2025. 3,588 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,480 shares of McDonald's worth $452K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 8 McDonald's shares in Q4 2025, an estimated $2.45K.
  • McDonald's made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #127 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in McDonald's in Q1 2024 and has held it in 8 quarters since.
  • Vantage Financial Partners (Wisconsin)'s McDonald's position peaked at $460K in Q1 2025.
  • 3,588 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.