West Coast Financial’s McDonald's MCD Stock Holding History

West Coast Financial’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	-896	Closed	-$280K	–	93
2025 Q1	$280K	Sell	896 -5	-0.6%	-$1.5K	0.03%	144
2024 Q4	$261K	Sell	901 -17	-2%	-$5.07K	0.03%	147
2024 Q3	$280K	Hold	918	–	–	0.03%	151
2024 Q2	$234K	Sell	918 -50	-5%	-$13.3K	0.03%	156
2024 Q1	$273K	Sell	968 -106	-10%	-$30.8K	0.03%	142
2023 Q4	$318K	Hold	1,074	–	–	0.04%	119
2023 Q3	$283K	Sell	1,074 -3	-0.3%	-$856	0.04%	122
2023 Q2	$321K	Buy	1,077 +16	+2%	+$4.65K	0.05%	119
2023 Q1	$297K	Hold	1,061	–	–	0.05%	114
2022 Q4	$280K	Sell	1,061 -3	-0.3%	-$791	0.05%	110
2022 Q3	$246K	Buy	1,064 +13	+1%	+$3.32K	0.05%	106
2022 Q2	$259K	Hold	1,051	–	–	0.05%	104
2022 Q1	$260K	Sell	1,051 -12	-1%	-$2.99K	0.04%	118
2021 Q4	$285K	Buy	1,063 +88	+9%	+$22.2K	0.04%	116
2021 Q3	$235K	Sell	975 -812	-45%	-$194K	0.04%	120
2021 Q2	$413K	Buy	1,787 +5	+0.3%	+$1.16K	0.07%	99
2021 Q1	$399K	Buy	1,782 +100	+6%	+$21.4K	0.07%	92
2020 Q4	$361K	Sell	1,682 -20	-1%	-$4.35K	0.07%	87
2020 Q3	$374K	Sell	1,702 -318	-16%	-$65.3K	0.08%	86
2020 Q2	$373K	Buy	2,020 +320	+19%	+$58.7K	0.09%	81
2020 Q1	$281K	Sell	1,700 -77	-4%	-$15.2K	0.07%	85
2019 Q4	$351K	Sell	1,777 -13	-0.7%	-$2.58K	0.07%	90
2019 Q3	$384K	Hold	1,790	–	–	0.09%	89
2019 Q2	$372K	Sell	1,790 -33	-2%	-$6.54K	0.09%	90
2019 Q1	$346K	Buy	1,823 +8	+0.4%	+$1.45K	0.08%	94
2018 Q4	$322K	Sell	1,815 -907	-33%	-$161K	0.09%	93
2018 Q3	$455K	Buy	2,722 +1,067	+64%	+$171K	0.1%	104
2018 Q2	$259K	Hold	1,655	–	–	0.07%	96
2018 Q1	$259K	Hold	1,655	–	–	0.07%	95
2017 Q4	$285K	Sell	1,655 -1,327	-45%	-$223K	0.08%	97
2017 Q3	$467K	Buy	2,982 +1,002	+51%	+$157K	0.13%	101
2017 Q2	$303K	Sell	1,980 -2	-0.1%	-$289	0.1%	93
2017 Q1	$257K	Sell	1,982 -32	-2%	-$4.01K	0.08%	108
2016 Q4	$241K	Buy	2,014 +142	+8%	+$16.6K	0.08%	117
2016 Q3	$216K	Sell	1,872 -126	-6%	-$14.9K	0.07%	128
2016 Q2	$240K	Buy	1,998 +128	+7%	+$16K	0.09%	97
2016 Q1	$235K	Buy	+1,870	New	+$223K	0.1%	79
2014 Q3	–	Sell	-2,245	Closed	-$226K	–	90
2014 Q2	$226K	Sell	2,245 -550	-20%	-$55.5K	0.12%	84
2014 Q1	$274K	Buy	2,795 +275	+11%	+$26.3K	0.14%	84
2013 Q4	$245K	Sell	2,520 -100	-4%	-$9.61K	0.13%	85
2013 Q3	$252K	Sell	2,620 -125	-5%	-$12.2K	0.14%	82
2013 Q2	$272K	Buy	+2,745	New	+$275K	0.15%	84

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

West Coast Financial's MCD Position: Q2 2025 in Review

West Coast Financial sold out of McDonald's (MCD) in Q2 2025, closing a stake of 896 shares — an estimated $280K sold.

West Coast Financial first reported a position in MCD in Q2 2013 and held it in 42 quarters. The position peaked at $467K in Q3 2017. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

West Coast Financial reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 896 McDonald's shares in Q2 2025, an estimated $280K.
West Coast Financial first reported a position in McDonald's in Q2 2013 and held it in 42 quarters.
West Coast Financial's McDonald's position peaked at $467K in Q3 2017.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.