WFA Asset Management’s McDonald's MCD Stock Holding History

WFA Asset 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 Q3	$322K	Sell	1,056 -30	-3%	-$9.13K	0.17%	40
2025 Q2	$277K	Buy	1,086 +3	+0.3%	+$925	0.16%	46
2025 Q1	$305K	Buy	1,083 +57	+6%	+$17K	0.16%	46
2024 Q4	$297K	Sell	1,026 -30	-3%	-$8.95K	0.16%	42
2024 Q3	$322K	Sell	1,056 -30	-3%	-$8.27K	0.17%	40
2024 Q2	$277K	Buy	1,086 +3	+0.3%	+$796	0.16%	46
2024 Q1	$305K	Buy	1,083 +188	+21%	+$54.7K	0.16%	46
2023 Q4	$265K	Sell	895 -125	-12%	-$34K	0.14%	45
2023 Q3	$269K	Sell	1,020 -25	-2%	-$7.13K	0.16%	45
2023 Q2	$312K	Buy	1,045 +4	+0.4%	+$1.16K	0.18%	40
2023 Q1	$291K	Buy	1,041 +114	+12%	+$30.5K	0.18%	40
2022 Q4	$244K	Sell	927 -9	-1%	-$2.37K	0.16%	44
2022 Q3	$216K	Buy	936 +82	+10%	+$21K	0.15%	42
2022 Q2	$211K	Sell	854 -13	-1%	-$3.2K	0.15%	43
2022 Q1	$214K	Buy	867 +13	+2%	+$3.24K	0.14%	45
2021 Q4	$229K	Buy	+854	New	+$216K	0.15%	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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA Asset Management's MCD Position: Q3 2025 in Review

WFA Asset Management reduced its McDonald's (MCD) stake by 2.8% in Q3 2025, selling an estimated $9.13K and leaving 1,056 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #40.

WFA Asset Management first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

WFA Asset Management held 1,056 shares of McDonald's worth $322K as of Q3 2025.
WFA Asset Management sold 30 McDonald's shares in Q3 2025, an estimated $9.13K.
McDonald's made up 0.17% of WFA Asset Management's portfolio in Q3 2025, its #40 holding.
WFA Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.