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Wealthstream Advisors’s McDonald's MCD Stock Holding History

Wealthstream Advisors’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 		$302K Buy
995
+31
+3% +$9.44K 0.05% 127
2025
Q2 		$282K Buy
964
+73
+8% +$22.5K 0.05% 124
2025
Q1 		$278K Buy
891
+17
+2% +$5.08K 0.05% 122
2024
Q4 		$253K Sell
874
-403
-32% -$120K 0.05% 126
2024
Q3 		$389K Buy
1,277
+107
+9% +$29.5K 0.07% 84
2024
Q2 		$298K Sell
1,170
-102
-8% -$27.1K 0.11% 94
2024
Q1 		$359K Sell
1,272
-591
-32% -$172K 0.14% 86
2023
Q4 		$552K Buy
1,863
+602
+48% +$164K 0.23% 61
2023
Q3 		$332K Sell
1,261
-2
-0.2% -$570 0.17% 70
2023
Q2 		$377K Buy
+1,263
New +$367K 0.2% 61

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

Wealthstream Advisors's MCD Position: Q3 2025 in Review

Wealthstream Advisors increased its McDonald's (MCD) stake by 3.2% in Q3 2025, buying an estimated $9.44K and bringing the position to 995 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #127.

Wealthstream Advisors first reported a position in MCD in Q2 2023 and has held it in 10 quarters since. The position peaked at $552K in Q4 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Wealthstream Advisors held 995 shares of McDonald's worth $302K as of Q3 2025.
  • Wealthstream Advisors bought 31 McDonald's shares in Q3 2025, an estimated $9.44K.
  • McDonald's made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #127 holding.
  • Wealthstream Advisors first reported a position in McDonald's in Q2 2023 and has held it in 10 quarters since.
  • Wealthstream Advisors's McDonald's position peaked at $552K in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.