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

Wellington 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 Q2	$825K	Buy	+2,822	New	+$870K	1.23%	13

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wellington Capital Management's MCD Position: Q2 2025 in Review

Wellington Capital Management opened a new position in McDonald's (MCD) in Q2 2025: 2,822 shares worth $825K. The stake represents 1.23% of the portfolio and ranks #13 among its holdings.

3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Wellington Capital Management held 2,822 shares of McDonald's worth $825K as of Q2 2025.
McDonald's was a new Wellington Capital Management position in Q2 2025.
McDonald's made up 1.23% of Wellington Capital Management's portfolio in Q2 2025, its #13 holding.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.