AP
MCD icon

Adero Partners’s McDonald's MCD Stock Holding History

Adero 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 		$303K Buy
969
+71
+8% +$21.2K 0.02% 172
2024
Q4 		$260K Buy
898
+82
+10% +$24.5K 0.02% 193
2024
Q3 		$249K Buy
816
+11
+1% +$3.03K 0.02% 191
2024
Q2 		$205K Buy
805
+21
+3% +$5.57K 0.02% 197
2024
Q1 		$221K Sell
784
-67
-8% -$19.5K 0.02% 179
2023
Q4 		$252K Sell
851
-23
-3% -$6.26K 0.02% 160
2023
Q3 		$230K Buy
874
+151
+21% +$43.1K 0.02% 159
2023
Q2 		$216K Hold
723
– – 0.02% 151
2023
Q1 		$202K Buy
+723
New +$194K 0.02% 154
2022
Q2 		– Sell
-1,166
Closed -$288K – 162
2022
Q1 		$288K Sell
1,166
-119
-9% -$29.6K 0.04% 130
2021
Q4 		$344K Buy
1,285
+41
+3% +$10.4K 0.06% 126
2021
Q3 		$300K Buy
1,244
+6
+0.5% +$1.43K 0.05% 121
2021
Q2 		$286K Buy
+1,238
New +$288K 0.07% 114

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

Adero Partners's MCD Position: Q1 2025 in Review

Adero Partners increased its McDonald's (MCD) stake by 7.9% in Q1 2025, buying an estimated $21.2K and bringing the position to 969 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #172.

Adero Partners first reported a position in MCD in Q2 2021 and has held it in 13 quarters since. The position peaked at $344K in Q4 2021. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Adero Partners held 969 shares of McDonald's worth $303K as of Q1 2025.
  • Adero Partners bought 71 McDonald's shares in Q1 2025, an estimated $21.2K.
  • McDonald's made up 0.02% of Adero Partners's portfolio in Q1 2025, its #172 holding.
  • Adero Partners first reported a position in McDonald's in Q2 2021 and has held it in 13 quarters since.
  • Adero Partners's McDonald's position peaked at $344K in Q4 2021.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.