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Wormser Freres Gestion’s McDonald's MCD Stock Holding History

Wormser Freres Gestion’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
-33
Closed -$9.54K – 50
2024
Q4 		$9.54K Hold
33
– – 0.01% 45
2024
Q3 		$10.1K Hold
33
– – 0.01% 42
2024
Q2 		$8.69K Hold
33
– – 0.01% 43
2024
Q1 		$9.44K Sell
33
-17
-34% -$4.94K 0.01% 41
2023
Q4 		$14.8K Buy
+50
New +$13.6K 0.01% 40

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

Wormser Freres Gestion's MCD Position: Q1 2025 in Review

Wormser Freres Gestion sold out of McDonald's (MCD) in Q1 2025, closing a stake of 33 shares — an estimated $9.54K sold.

Wormser Freres Gestion first reported a position in MCD in Q4 2023 and held it in 5 quarters. The position peaked at $14.8K in Q4 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Wormser Freres Gestion reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Wormser Freres Gestion sold 33 McDonald's shares in Q1 2025, an estimated $9.54K.
  • Wormser Freres Gestion first reported a position in McDonald's in Q4 2023 and held it in 5 quarters.
  • Wormser Freres Gestion's McDonald's position peaked at $14.8K in Q4 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Wormser Freres Gestion's 13F filing for Q1 2025, filed 14 May 2025.