West Tower Group’s McDonald's MCD Stock Holding History

West Tower 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 Q1	–	Sell	-1,400	Closed	-$406K	–	85
2024 Q4	$406K	Buy	1,400 +400	+40%	+$119K	0.9%	50
2024 Q3	$305K	Buy	+1,000	New	+$276K	0.65%	36
2023 Q4	–	Sell	-378	Closed	-$99.6K	–	656
2023 Q3	$99.6K	Buy	378 +354	+1,475%	+$101K	0.05%	96
2023 Q2	$7.16K	Buy	+24	New	+$6.97K	0.01%	469

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

West Tower Group's MCD Position: Q1 2025 in Review

West Tower Group sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,400 shares — an estimated $406K sold.

West Tower Group first reported a position in MCD in Q2 2023 and held it in 4 quarters. The position peaked at $406K in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

West Tower Group reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
West Tower Group sold 1,400 McDonald's shares in Q1 2025, an estimated $406K.
West Tower Group first reported a position in McDonald's in Q2 2023 and held it in 4 quarters.
West Tower Group's McDonald's position peaked at $406K in Q4 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on West Tower Group's 13F filing for Q1 2025, filed 9 May 2025.