Wesleyan Assurance Society’s McDonald's MCD Stock Holding History

Wesleyan Assurance Society’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 Q1	–	Sell	-21,000	Closed	-$6.09M	–	107
2024 Q4	$6.09M	Hold	21,000	–	–	0.47%	58
2024 Q3	$6.39M	Hold	21,000	–	–	0.51%	55
2024 Q2	$5.35M	Hold	21,000	–	–	0.46%	55
2024 Q1	$5.92M	Hold	21,000	–	–	0.52%	52
2023 Q4	$6.22M	Hold	21,000	–	–	0.62%	49
2023 Q3	$5.53M	Hold	21,000	–	–	0.61%	50
2023 Q2	$6.26M	Hold	21,000	–	–	0.67%	46
2023 Q1	$5.87M	Hold	21,000	–	–	0.68%	47
2022 Q4	$5.53M	Hold	21,000	–	–	0.68%	49
2022 Q3	$4.85M	Hold	21,000	–	–	0.75%	46
2022 Q2	$5.18M	Hold	21,000	–	–	0.74%	45
2022 Q1	$5.19M	Hold	21,000	–	–	0.63%	54
2021 Q4	$5.63M	Hold	21,000	–	–	0.67%	49
2021 Q3	$5.06M	Hold	21,000	–	–	0.65%	52
2021 Q2	$4.85M	Hold	21,000	–	–	0.61%	56
2021 Q1	$4.71M	Hold	21,000	–	–	0.63%	54
2020 Q4	$4.51M	Hold	21,000	–	–	0.65%	52
2020 Q3	$4.61M	Hold	21,000	–	–	0.76%	45
2020 Q2	$3.87M	Hold	21,000	–	–	0.68%	50
2020 Q1	$3.47M	Hold	21,000	–	–	0.74%	48
2019 Q4	$4.15M	Hold	21,000	–	–	0.78%	42
2019 Q3	$4.51M	Hold	21,000	–	–	0.9%	38
2019 Q2	$4.36M	Hold	21,000	–	–	0.86%	42
2019 Q1	$3.99M	Buy	+21,000	New	+$3.81M	0.83%	41

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wesleyan Assurance Society's MCD Position: Q1 2025 in Review

Wesleyan Assurance Society sold out of McDonald's (MCD) in Q1 2025, closing a stake of 21,000 shares — an estimated $6.09M sold.

Wesleyan Assurance Society first reported a position in MCD in Q1 2019 and held it in 24 quarters. The position peaked at $6.39M in Q3 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Wesleyan Assurance Society reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Wesleyan Assurance Society sold 21,000 McDonald's shares in Q1 2025, an estimated $6.09M.
Wesleyan Assurance Society first reported a position in McDonald's in Q1 2019 and held it in 24 quarters.
Wesleyan Assurance Society's McDonald's position peaked at $6.39M in Q3 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Wesleyan Assurance Society's 13F filing for Q1 2025, filed 6 May 2025.