Advanced Portfolio Management’s McDonald's MCD Stock Holding History

Advanced Portfolio 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 Q1	–	Sell	-4,520	Closed	-$1.3M	–	62
2024 Q4	$1.3M	Buy	+4,520	New	+$1.35M	1.49%	24

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advanced Portfolio Management's MCD Position: Q1 2025 in Review

Advanced Portfolio Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 4,520 shares — an estimated $1.3M sold.

Advanced Portfolio Management first reported a position in MCD in Q4 2024 and held it in 1 quarter. The position peaked at $1.3M in Q4 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Advanced Portfolio Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Advanced Portfolio Management sold 4,520 McDonald's shares in Q1 2025, an estimated $1.3M.
Advanced Portfolio Management first reported a position in McDonald's in Q4 2024 and held it in 1 quarter.
Advanced Portfolio Management's McDonald's position peaked at $1.3M in Q4 2024.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Advanced Portfolio Management's 13F filing for Q1 2025, filed 14 May 2025.