Aire Advisors’s McDonald's MCD Stock Holding History

Aire 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
2026 Q1	$1.08M	Buy	3,474 +18	+0.5%	+$5.73K	0.2%	73
2025 Q4	$1.06M	Buy	3,456 +2	+0.1%	+$613	0.19%	74
2025 Q3	$1.05M	Buy	3,454 +1	+0%	+$304	0.19%	76
2025 Q2	$1.01M	Buy	3,453 +2	+0.1%	+$617	0.2%	76
2025 Q1	$1.08M	Sell	3,451 -271	-7%	-$81.1K	0.23%	66
2024 Q4	$1.08M	Buy	3,722 +143	+4%	+$42.6K	0.22%	71
2024 Q3	$1.09M	Sell	3,579 -133	-4%	-$36.7K	0.24%	67
2024 Q2	$946K	Sell	3,712 -233	-6%	-$61.8K	0.22%	71
2024 Q1	$1.11M	Buy	3,945 +3	+0.1%	+$872	0.25%	67
2023 Q4	$1.17M	Sell	3,942 -22	-0.6%	-$5.99K	0.29%	63
2023 Q3	$1.04M	Buy	3,964 +1	+0%	+$285	0.28%	59
2023 Q2	$1.18M	Buy	3,963 +2	+0.1%	+$581	0.31%	60
2023 Q1	$1.11M	Sell	3,961 -10	-0.3%	-$2.68K	0.31%	61
2022 Q4	$1.05M	Sell	3,971 -497	-11%	-$131K	0.32%	54
2022 Q3	$1.03M	Sell	4,468 -1	-0%	-$256	0.36%	50
2022 Q2	$1.1M	Buy	4,469 +3,108	+228%	+$765K	0.39%	46
2022 Q1	$337K	Buy	1,361 +198	+17%	+$49.3K	0.12%	98
2021 Q4	$312K	Buy	+1,163	New	+$294K	0.13%	85

Other funds holding MCD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

T. Rowe Price Associates

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return