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Wambolt & Associates’s McDonald's MCD Stock Holding History

Wambolt & Associates’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
Q2 		$2.7M Sell
9,070
-563
-6% -$174K 0.91% 34
2025
Q1 		$3.02M Sell
9,633
-299
-3% -$89.4K 1.03% 29
2024
Q4 		$2.88M Sell
9,932
-1,516
-13% -$452K 0.92% 30
2024
Q3 		$3.47M Buy
11,448
+678
+6% +$187K 0.95% 33
2024
Q2 		$2.69M Buy
10,770
+581
+6% +$154K 0.78% 38
2024
Q1 		$2.86M Sell
10,189
-355
-3% -$103K 0.85% 32
2023
Q4 		$3.13M Buy
10,544
+622
+6% +$169K 1.02% 22
2023
Q3 		$2.56M Buy
9,922
+213
+2% +$60.7K 0.93% 24
2023
Q2 		$2.9M Buy
9,709
+241
+3% +$70K 1.03% 17
2023
Q1 		$2.67M Buy
9,468
+380
+4% +$102K 0.95% 21
2022
Q4 		$2.4M Buy
9,088
+284
+3% +$74.9K 0.92% 26
2022
Q3 		$2.03M Buy
8,804
+10
+0.1% +$2.56K 0.86% 29
2022
Q2 		$2.17M Buy
8,794
+333
+4% +$82K 0.87% 24
2022
Q1 		$2.11M Buy
8,461
+177
+2% +$44.1K 0.77% 33
2021
Q4 		$2.22M Buy
8,284
+794
+11% +$200K 0.8% 32
2021
Q3 		$1.82M Buy
7,490
+1,220
+19% +$291K 0.73% 41
2021
Q2 		$1.46M Buy
6,270
+438
+8% +$102K 0.62% 47
2021
Q1 		$1.31M Buy
5,832
+223
+4% +$47.7K 0.68% 50
2020
Q4 		$1.2M Buy
5,609
+675
+14% +$147K 0.72% 41
2020
Q3 		$1.08M Sell
4,934
-165
-3% -$33.9K 0.81% 33
2020
Q2 		$941K Buy
5,099
+324
+7% +$59.4K 0.74% 39
2020
Q1 		$790K Sell
4,775
-76
-2% -$15K 0.82% 37
2019
Q4 		$959K Buy
4,851
+238
+5% +$47.2K 0.73% 42
2019
Q3 		$990K Buy
4,613
+219
+5% +$47K 0.82% 34
2019
Q2 		$913K Buy
4,394
+642
+17% +$127K 0.77% 36
2019
Q1 		$713K Buy
3,752
+939
+33% +$170K 0.65% 45
2018
Q4 		$500K Buy
+2,813
New +$499K 0.55% 52

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wambolt & Associates's MCD Position: Q2 2025 in Review

Wambolt & Associates reduced its McDonald's (MCD) stake by 5.8% in Q2 2025, selling an estimated $174K and leaving 9,070 shares worth $2.7M. The position accounts for 0.91% of the portfolio, ranked #34.

Wambolt & Associates first reported a position in MCD in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.47M in Q3 2024. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Wambolt & Associates held 9,070 shares of McDonald's worth $2.7M as of Q2 2025.
  • Wambolt & Associates sold 563 McDonald's shares in Q2 2025, an estimated $174K.
  • McDonald's made up 0.91% of Wambolt & Associates's portfolio in Q2 2025, its #34 holding.
  • Wambolt & Associates first reported a position in McDonald's in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's McDonald's position peaked at $3.47M in Q3 2024.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.