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Wakefield Asset Management’s McDonald's MCD Stock Holding History

Wakefield Asset Management’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 		– Sell
-1,485
Closed -$451K – 221
2025
Q3 		$451K Buy
+1,485
New +$452K 0.12% 158
2018
Q4 		– Sell
-10
Closed -$2K – 222
2018
Q3 		$2K Buy
+10
New +$1.6K ﹤0.01% 154

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 $3.37T AUM 44.26% 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

Wakefield Asset Management's MCD Position: Q4 2025 in Review

Wakefield Asset Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,485 shares — an estimated $451K sold.

Wakefield Asset Management first reported a position in MCD in Q3 2018 and held it in 2 quarters. The position peaked at $451K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Wakefield Asset Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Wakefield Asset Management sold 1,485 McDonald's shares in Q4 2025, an estimated $451K.
  • Wakefield Asset Management first reported a position in McDonald's in Q3 2018 and held it in 2 quarters.
  • Wakefield Asset Management's McDonald's position peaked at $451K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Wakefield Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.