WWM
MCD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WT Wealth Management's MCD Position: Q3 2025 in Review

WT Wealth Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 5,751 shares — an estimated $1.68M sold.

WT Wealth Management first reported a position in MCD in Q2 2022 and held it in 10 quarters. The position peaked at $2.17M in Q1 2024. 3,420 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • WT Wealth Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • WT Wealth Management sold 5,751 McDonald's shares in Q3 2025, an estimated $1.68M.
  • WT Wealth Management first reported a position in McDonald's in Q2 2022 and held it in 10 quarters.
  • WT Wealth Management's McDonald's position peaked at $2.17M in Q1 2024.
  • 3,420 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.