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Wealth Management Nebraska’s McDonald's MCD Stock Holding History

Wealth Management Nebraska’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 		– Sell
-698
Closed -$204K – 95
2025
Q2 		$204K Hold
698
– – 0.03% 81
2025
Q1 		$218K Buy
+698
New +$209K 0.03% 68

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

Wealth Management Nebraska's MCD Position: Q3 2025 in Review

Wealth Management Nebraska sold out of McDonald's (MCD) in Q3 2025, closing a stake of 698 shares — an estimated $204K sold.

Wealth Management Nebraska first reported a position in MCD in Q1 2025 and held it in 2 quarters. The position peaked at $218K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Wealth Management Nebraska reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Wealth Management Nebraska sold 698 McDonald's shares in Q3 2025, an estimated $204K.
  • Wealth Management Nebraska first reported a position in McDonald's in Q1 2025 and held it in 2 quarters.
  • Wealth Management Nebraska's McDonald's position peaked at $218K in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Wealth Management Nebraska's 13F filing for Q3 2025, filed 3 Nov 2025.