Accuvest Global Advisors’s McDonald's MCD Stock Holding History

Accuvest Global Advisors’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 Q2	–	Sell	-6,070	Closed	-$1.9M	–	86
2025 Q1	$1.9M	Buy	+6,070	New	+$1.82M	1.61%	18
2023 Q3	–	Sell	-7,413	Closed	-$2.21M	–	121
2023 Q2	$2.21M	Buy	7,413 +2,413	+48%	+$701K	1.13%	28
2023 Q1	$1.4M	Buy	+5,000	New	+$1.34M	0.63%	34
2021 Q4	–	Sell	-4,563	Closed	-$1.11M	–	124
2021 Q3	$1.11M	Buy	+4,563	New	+$1.09M	0.53%	50
2019 Q2	–	Sell	-2,577	Closed	-$489K	–	109
2019 Q1	$489K	Sell	2,577 -2,862	-53%	-$519K	0.26%	83
2018 Q4	$966K	Buy	+5,439	New	+$965K	0.5%	37
2017 Q4	–	Sell	-34	Closed	-$5K	–	104
2017 Q3	$5K	Sell	34 -3,282	-99%	-$514K	﹤0.01%	74
2017 Q2	$508K	Buy	+3,316	New	+$479K	0.17%	68

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accuvest Global Advisors's MCD Position: Q2 2025 in Review

Accuvest Global Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 6,070 shares — an estimated $1.9M sold.

Accuvest Global Advisors first reported a position in MCD in Q2 2017 and held it in 8 quarters. The position peaked at $2.21M in Q2 2023. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Accuvest Global Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Accuvest Global Advisors sold 6,070 McDonald's shares in Q2 2025, an estimated $1.9M.
Accuvest Global Advisors first reported a position in McDonald's in Q2 2017 and held it in 8 quarters.
Accuvest Global Advisors's McDonald's position peaked at $2.21M in Q2 2023.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Accuvest Global Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.