WT Wealth Management’s McDonald's MCD Stock Holding History

WT 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	–	Sell	-5,751	Closed	-$1.68M	–	151
2025 Q2	$1.68M	Buy	+5,751	New	+$1.77M	0.5%	54
2024 Q3	–	Sell	-7,672	Closed	-$1.96M	–	134
2024 Q2	$1.96M	Sell	7,672 -41	-0.5%	-$10.9K	0.67%	50
2024 Q1	$2.17M	Buy	7,713 +789	+11%	+$229K	0.78%	42
2023 Q4	$2.05M	Buy	6,924 +1,601	+30%	+$436K	0.81%	37
2023 Q3	$1.4M	Buy	5,323 +406	+8%	+$116K	0.6%	39
2023 Q2	$1.47M	Sell	4,917 -54	-1%	-$15.7K	0.61%	43
2023 Q1	$1.39M	Sell	4,971 -297	-6%	-$79.6K	0.6%	45
2022 Q4	$1.39M	Sell	5,268 -328	-6%	-$86.5K	0.67%	44
2022 Q3	$1.29M	Sell	5,596 -14	-0.2%	-$3.58K	0.65%	44
2022 Q2	$1.39M	Buy	+5,610	New	+$1.38M	0.68%	45

Other funds holding MCD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

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 $501B AUM 22.01% 1-Year Est. Return