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Watts Gwilliam & Co’s McDonald's MCD Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.29M Buy
4,243
+175
+4% +$53.3K 0.21% 76
2025
Q2 		$1.23M Buy
4,068
+1,023
+34% +$315K 0.2% 77
2025
Q1 		$951K Buy
3,045
+14
+0.5% +$4.19K 0.21% 85
2024
Q4 		$877K Sell
3,031
-92
-3% -$27.4K 0.19% 96
2024
Q3 		$943K Buy
+3,123
New +$861K 0.21% 86
2024
Q1 		$496K Buy
+1,833
New +$533K 0.15% 111

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Watts Gwilliam & Co's MCD Position: Q3 2025 in Review

Watts Gwilliam & Co increased its McDonald's (MCD) stake by 4.3% in Q3 2025, buying an estimated $53.3K and bringing the position to 4,243 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #76.

Watts Gwilliam & Co first reported a position in MCD in Q1 2024 and has held it in 6 quarters since. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Watts Gwilliam & Co held 4,243 shares of McDonald's worth $1.29M as of Q3 2025.
  • Watts Gwilliam & Co bought 175 McDonald's shares in Q3 2025, an estimated $53.3K.
  • McDonald's made up 0.21% of Watts Gwilliam & Co's portfolio in Q3 2025, its #76 holding.
  • Watts Gwilliam & Co first reported a position in McDonald's in Q1 2024 and has held it in 6 quarters since.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.