Wells Trecaso Financial Group’s McDonald's MCD Stock Holding History

Wells Trecaso Financial Group’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	–	Sell	-642	Closed	-$201K	–	93
2025 Q1	$201K	Buy	+642	New	+$192K	0.07%	92
2023 Q2	–	Sell	-773	Closed	-$216K	–	94
2023 Q1	$216K	Buy	773 +1	+0.1%	+$268	0.1%	81
2022 Q4	$203K	Buy	+772	New	+$204K	0.1%	81
2022 Q2	–	Sell	-830	Closed	-$205K	–	88
2022 Q1	$205K	Sell	830 -10	-1%	-$2.49K	0.09%	84
2021 Q4	$225K	Hold	840	–	–	0.1%	84
2021 Q3	$203K	Sell	840 -50	-6%	-$11.9K	0.1%	84
2021 Q2	$206K	Sell	890 -111	-11%	-$25.8K	0.1%	82
2021 Q1	$224K	Hold	1,001	–	–	0.12%	75
2020 Q4	$215K	Hold	1,001	–	–	0.12%	69
2020 Q3	$220K	Buy	+1,001	New	+$206K	0.14%	63
2018 Q2	–	Sell	-1,295	Closed	-$203K	–	70
2018 Q1	$203K	Sell	1,295 -629	-33%	-$103K	0.19%	64
2017 Q4	$331K	Buy	+1,924	New	+$323K	0.32%	47

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 $138M AUM 28.86% 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

Wells Trecaso Financial Group's MCD Position: Q2 2025 in Review

Wells Trecaso Financial Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 642 shares — an estimated $201K sold.

Wells Trecaso Financial Group first reported a position in MCD in Q4 2017 and held it in 12 quarters. The position peaked at $331K in Q4 2017. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Wells Trecaso Financial Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Wells Trecaso Financial Group sold 642 McDonald's shares in Q2 2025, an estimated $201K.
Wells Trecaso Financial Group first reported a position in McDonald's in Q4 2017 and held it in 12 quarters.
Wells Trecaso Financial Group's McDonald's position peaked at $331K in Q4 2017.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.