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WealthTrak Capital Management’s McDonald's MCD Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-42
Closed -$12.3K – 571
2025
Q2 		$12.3K Buy
42
+6
+17% +$1.85K 0.01% 173
2025
Q1 		$11.2K Buy
36
+12
+50% +$3.59K 0.01% 160
2024
Q4 		$6.96K Buy
+24
New +$7.16K 0.01% 183

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

WealthTrak Capital Management's MCD Position: Q3 2025 in Review

WealthTrak Capital Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 42 shares — an estimated $12.3K sold.

WealthTrak Capital Management first reported a position in MCD in Q4 2024 and held it in 3 quarters. The position peaked at $12.3K in Q2 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • WealthTrak Capital Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 42 McDonald's shares in Q3 2025, an estimated $12.3K.
  • WealthTrak Capital Management first reported a position in McDonald's in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's McDonald's position peaked at $12.3K in Q2 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.