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WMS Partners’s McDonald's MCD Stock Holding History

WMS Partners’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
-19,625
Closed -$5.69M – 160
2024
Q4 		$5.69M Sell
19,625
-27
-0.1% -$8.05K 0.32% 38
2024
Q3 		$5.98M Buy
19,652
+1,547
+9% +$426K 0.34% 39
2024
Q2 		$4.61M Sell
18,105
-252
-1% -$66.9K 0.29% 39
2024
Q1 		$5.18M Sell
18,357
-540
-3% -$157K 0.36% 37
2023
Q4 		$5.6M Sell
18,897
-2,445
-11% -$665K 0.41% 36
2023
Q3 		$5.62M Buy
21,342
+280
+1% +$79.9K 0.44% 37
2023
Q2 		$6.29M Sell
21,062
-482
-2% -$140K 0.49% 34
2023
Q1 		$6.02M Sell
21,544
-147
-0.7% -$39.4K 0.53% 33
2022
Q4 		$5.72M Sell
21,691
-586
-3% -$155K 0.57% 34
2022
Q3 		$5.14M Sell
22,277
-515
-2% -$132K 0.7% 31
2022
Q2 		$5.63M Sell
22,792
-173
-0.8% -$42.6K 0.88% 21
2022
Q1 		$5.68M Buy
22,965
+1,511
+7% +$376K 0.78% 22
2021
Q4 		$5.75M Sell
21,454
-368
-2% -$92.9K 1.23% 19
2021
Q3 		$5.26M Sell
21,822
-754
-3% -$180K 0.77% 24
2021
Q2 		$5.21M Sell
22,576
-415
-2% -$96.6K 0.77% 24
2021
Q1 		$5.15M Sell
22,991
-1,794
-7% -$384K 1.17% 22
2020
Q4 		$5.32M Sell
24,785
-133
-0.5% -$28.9K 0.92% 22
2020
Q3 		$5.47M Buy
24,918
+68
+0.3% +$14K 1.06% 18
2020
Q2 		$4.58M Buy
24,850
+81
+0.3% +$14.9K 0.95% 19
2020
Q1 		$4.09M Buy
24,769
+18
+0.1% +$3.55K 1.14% 18
2019
Q4 		$4.89M Sell
24,751
-226
-0.9% -$44.8K 1.09% 18
2019
Q3 		$5.36M Sell
24,977
-161
-0.6% -$34.5K 1.29% 17
2019
Q2 		$5.22M Sell
25,138
-1,887
-7% -$374K 1.28% 18
2019
Q1 		$5.13M Sell
27,025
-462
-2% -$83.8K 1.28% 18
2018
Q4 		$4.88M Sell
27,487
-1,257
-4% -$223K 1.37% 18
2018
Q3 		$4.81M Sell
28,744
-469
-2% -$75.2K 0.54% 40
2018
Q2 		$4.58M Buy
29,213
+753
+3% +$122K 0.53% 42
2018
Q1 		$4.45M Sell
28,460
-2,920
-9% -$480K 0.53% 43
2017
Q4 		$5.4M Sell
31,380
-930
-3% -$156K 0.61% 39
2017
Q3 		$5.06M Sell
32,310
-839
-3% -$131K 0.6% 40
2017
Q2 		$5.08M Sell
33,149
-1,527
-4% -$221K 0.63% 39
2017
Q1 		$4.49M Sell
34,676
-484
-1% -$60.7K 0.57% 42
2016
Q4 		$4.28M Buy
35,160
+4
+0% +$469 0.57% 41
2016
Q3 		$4.06M Buy
35,156
+661
+2% +$78.3K 0.54% 48
2016
Q2 		$4.15M Buy
34,495
+500
+1% +$62.6K 0.58% 46
2016
Q1 		$4.27M Sell
33,995
-359
-1% -$42.9K 0.59% 47
2015
Q4 		$4.06M Sell
34,354
-1,342
-4% -$150K 0.58% 46
2015
Q3 		$3.52M Sell
35,696
-6,713
-16% -$654K 0.54% 47
2015
Q2 		$4.03M Sell
42,409
-248
-0.6% -$24K 0.47% 46
2015
Q1 		$4.16M Sell
42,657
-6,476
-13% -$614K 0.51% 46
2014
Q4 		$4.6M Sell
49,133
-2,624
-5% -$246K 0.71% 41
2014
Q3 		$4.91M Sell
51,757
-2,417
-4% -$231K 0.77% 37
2014
Q2 		$5.46M Sell
54,174
-3,415
-6% -$345K 0.84% 35
2014
Q1 		$5.64M Sell
57,589
-667
-1% -$63.8K 0.9% 34
2013
Q4 		$5.65M Sell
58,256
-929
-2% -$89.3K 0.93% 34
2013
Q3 		$5.69M Sell
59,185
-193
-0.3% -$18.8K 1.09% 28
2013
Q2 		$5.88M Buy
+59,378
New +$5.95M 1.07% 30

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WMS Partners's MCD Position: Q1 2025 in Review

WMS Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 19,625 shares — an estimated $5.69M sold.

WMS Partners first reported a position in MCD in Q2 2013 and held it in 47 quarters. The position peaked at $6.29M in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • WMS Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 19,625 McDonald's shares in Q1 2025, an estimated $5.69M.
  • WMS Partners first reported a position in McDonald's in Q2 2013 and held it in 47 quarters.
  • WMS Partners's McDonald's position peaked at $6.29M in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.