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Alta Wealth Advisors’s McDonald's MCD Stock Holding History

Alta Wealth 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
Q1 		– Sell
-2,199
Closed -$638K – 145
2024
Q4 		$638K Buy
2,199
+5
+0.2% +$1.49K 0.28% 70
2024
Q3 		$668K Sell
2,194
-164
-7% -$45.2K 0.31% 70
2024
Q2 		$601K Sell
2,358
-471
-17% -$125K 0.3% 69
2024
Q1 		$798K Sell
2,829
-47
-2% -$13.7K 0.41% 59
2023
Q4 		$853K Sell
2,876
-38
-1% -$10.3K 0.48% 57
2023
Q3 		$768K Sell
2,914
-153
-5% -$43.6K 0.47% 63
2023
Q2 		$915K Sell
3,067
-158
-5% -$45.9K 0.54% 53
2023
Q1 		$902K Buy
3,225
+6
+0.2% +$1.61K 0.57% 55
2022
Q4 		$848K Buy
3,219
+134
+4% +$35.4K 0.57% 50
2022
Q3 		$712K Buy
3,085
+165
+6% +$42.2K 0.51% 55
2022
Q2 		$717K Buy
2,920
+36
+1% +$8.87K 0.5% 57
2022
Q1 		$713K Sell
2,884
-34
-1% -$8.47K 0.42% 68
2021
Q4 		$782K Buy
2,918
+100
+4% +$25.2K 0.48% 65
2021
Q3 		$680K Buy
2,818
+53
+2% +$12.7K 0.49% 70
2021
Q2 		$639K Sell
2,765
-13
-0.5% -$3.02K 0.47% 81
2021
Q1 		$623K Hold
2,778
– – 0.52% 74
2020
Q4 		$596K Buy
+2,778
New +$604K 0.5% 69

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

Alta Wealth Advisors's MCD Position: Q1 2025 in Review

Alta Wealth Advisors sold out of McDonald's (MCD) in Q1 2025, closing a stake of 2,199 shares — an estimated $638K sold.

Alta Wealth Advisors first reported a position in MCD in Q4 2020 and held it in 17 quarters. The position peaked at $915K in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Alta Wealth Advisors reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 2,199 McDonald's shares in Q1 2025, an estimated $638K.
  • Alta Wealth Advisors first reported a position in McDonald's in Q4 2020 and held it in 17 quarters.
  • Alta Wealth Advisors's McDonald's position peaked at $915K in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Alta Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.