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Atria Wealth Solutions’s McDonald's MCD Stock Holding History

Atria Wealth Solutions’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 		$7.28M Sell
24,901
-29,091
-54% -$8.97M 0.16% 141
2025
Q1 		$16.9M Sell
53,992
-1,376
-2% -$412K 0.2% 107
2024
Q4 		$16.1M Buy
55,368
+6,087
+12% +$1.82M 0.18% 117
2024
Q3 		$15M Sell
49,281
-8,544
-15% -$2.35M 0.16% 129
2024
Q2 		$14.7M Buy
57,825
+4,847
+9% +$1.29M 0.16% 130
2024
Q1 		$14.9M Buy
52,978
+1,265
+2% +$368K 0.17% 131
2023
Q4 		$15.3M Buy
51,713
+3,171
+7% +$863K 0.19% 111
2023
Q3 		$12.8M Sell
48,542
-3,372
-6% -$962K 0.18% 122
2023
Q2 		$15.5M Buy
51,914
+4,013
+8% +$1.17M 0.21% 105
2023
Q1 		$13.4M Buy
47,901
+6,227
+15% +$1.67M 0.2% 114
2022
Q4 		$11M Buy
41,674
+2,528
+6% +$667K 0.18% 131
2022
Q3 		$9.03M Buy
39,146
+19,211
+96% +$4.91M 0.16% 142
2022
Q2 		$4.92M Sell
19,935
-9,301
-32% -$2.29M 0.09% 237
2022
Q1 		$7.23M Buy
+29,236
New +$7.28M 0.12% 181

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's MCD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its McDonald's (MCD) stake by 54% in Q2 2025, selling an estimated $8.97M and leaving 24,901 shares worth $7.28M. The position accounts for 0.16% of the portfolio, ranked #141.

Atria Wealth Solutions first reported a position in MCD in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.9M in Q1 2025. 3,419 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Atria Wealth Solutions held 24,901 shares of McDonald's worth $7.28M as of Q2 2025.
  • Atria Wealth Solutions sold 29,091 McDonald's shares in Q2 2025, an estimated $8.97M.
  • McDonald's made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #141 holding.
  • Atria Wealth Solutions first reported a position in McDonald's in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's McDonald's position peaked at $16.9M in Q1 2025.
  • 3,419 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.