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Advisor Resource Council’s McDonald's MCD Stock Holding History

Advisor Resource Council’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
-2,523
Closed -$788K – 416
2025
Q1 		$788K Buy
+2,523
New +$755K 0.06% 292
2024
Q1 		– Sell
-2,548
Closed -$756K – 390
2023
Q4 		$756K Buy
+2,548
New +$693K 0.09% 223
2022
Q3 		– Sell
-2,801
Closed -$692K – 349
2022
Q2 		$692K Buy
+2,801
New +$690K 0.06% 246
2022
Q1 		– Sell
-2,732
Closed -$732K – 397
2021
Q4 		$732K Buy
+2,732
New +$690K 0.06% 274
2021
Q3 		– Sell
-2,215
Closed -$512K – 361
2021
Q2 		$512K Buy
+2,215
New +$515K 0.05% 302

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Resource Council's MCD Position: Q2 2025 in Review

Advisor Resource Council sold out of McDonald's (MCD) in Q2 2025, closing a stake of 2,523 shares — an estimated $788K sold.

Advisor Resource Council first reported a position in MCD in Q2 2021 and held it in 5 quarters. The position peaked at $788K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Advisor Resource Council reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,523 McDonald's shares in Q2 2025, an estimated $788K.
  • Advisor Resource Council first reported a position in McDonald's in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's McDonald's position peaked at $788K in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.