Willow Creek Wealth Management’s McDonald's MCD Stock Holding History

Willow Creek Wealth 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	$339K	Buy	1,116 +97	+10%	+$29.5K	0.03%	133
2025 Q2	$298K	Buy	1,019 +46	+5%	+$14.2K	0.03%	141
2025 Q1	$304K	Buy	973 +204	+27%	+$61K	0.03%	123
2024 Q4	$223K	Hold	769	–	–	0.02%	147
2024 Q3	$234K	Buy	+769	New	+$212K	0.02%	144
2024 Q2	–	Sell	-747	Closed	-$211K	–	154
2024 Q1	$211K	Sell	747 -55	-7%	-$16K	0.02%	147
2023 Q4	$238K	Sell	802 -2	-0.2%	-$544	0.03%	129
2023 Q3	$212K	Buy	804 +6	+0.8%	+$1.71K	0.03%	128
2023 Q2	$238K	Buy	798 +33	+4%	+$9.59K	0.03%	128
2023 Q1	$214K	Hold	765	–	–	0.03%	126
2022 Q4	$202K	Buy	+765	New	+$202K	0.03%	128
2022 Q2	–	Sell	-841	Closed	-$208K	–	130
2022 Q1	$208K	Hold	841	–	–	0.04%	114
2021 Q4	$225K	Buy	+841	New	+$212K	0.05%	116

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Willow Creek Wealth Management's MCD Position: Q3 2025 in Review

Willow Creek Wealth Management increased its McDonald's (MCD) stake by 9.5% in Q3 2025, buying an estimated $29.5K and bringing the position to 1,116 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #133.

Willow Creek Wealth Management first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Willow Creek Wealth Management held 1,116 shares of McDonald's worth $339K as of Q3 2025.
Willow Creek Wealth Management bought 97 McDonald's shares in Q3 2025, an estimated $29.5K.
McDonald's made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #133 holding.
Willow Creek Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.