Avantax Advisory Services’s McDonald's MCD Stock Holding History

Avantax Advisory Services’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	$33.6M	Buy	114,866 +5,693	+5%	+$1.76M	0.18%	85
2025 Q1	$34.1M	Buy	109,173 +5,913	+6%	+$1.77M	0.21%	79
2024 Q4	$29.9M	Buy	103,260 +4,735	+5%	+$1.41M	0.19%	82
2024 Q3	$30M	Buy	98,525 +6,546	+7%	+$1.8M	0.2%	79
2024 Q2	$23.4M	Buy	91,979 +26,316	+40%	+$6.98M	0.17%	94
2024 Q1	$18.5M	Buy	65,663 +17,809	+37%	+$5.18M	0.16%	98
2023 Q4	$14.2M	Buy	47,854 +2,471	+5%	+$673K	0.14%	117
2023 Q3	$12M	Buy	45,383 +817	+2%	+$233K	0.13%	119
2023 Q2	$13.3M	Buy	44,566 +1,314	+3%	+$382K	0.15%	111
2023 Q1	$12.1M	Buy	43,252 +7,312	+20%	+$1.96M	0.15%	113
2022 Q4	$9.47M	Buy	35,940 +1,404	+4%	+$370K	0.13%	134
2022 Q3	$7.97M	Buy	34,536 +1,288	+4%	+$329K	0.12%	134
2022 Q2	$8.21M	Buy	33,248 +3,005	+10%	+$740K	0.12%	134
2022 Q1	$7.47M	Buy	30,243 +1,265	+4%	+$315K	0.1%	146
2021 Q4	$7.77M	Buy	28,978 +948	+3%	+$239K	0.12%	139
2021 Q3	$6.75M	Buy	28,030 +1,917	+7%	+$458K	0.11%	138
2021 Q2	$6.03M	Buy	26,113 +1,789	+7%	+$416K	0.11%	149
2021 Q1	$5.45M	Buy	24,324 +2,074	+9%	+$444K	0.12%	142
2020 Q4	$4.77M	Sell	22,250 -35,120	-61%	-$7.64M	0.11%	138
2020 Q3	$12.6M	Buy	57,370 +40,115	+232%	+$8.24M	0.2%	89
2020 Q2	$3.19M	Buy	17,255 +1,394	+9%	+$256K	0.09%	158
2020 Q1	$2.62M	Buy	15,861 +732	+5%	+$144K	0.08%	161
2019 Q4	$2.99M	Buy	15,129 +6,434	+74%	+$1.28M	0.07%	159
2019 Q3	$1.87M	Buy	8,695 +948	+12%	+$203K	0.08%	137
2019 Q2	$1.61M	Buy	7,747 +308	+4%	+$61K	0.07%	135
2019 Q1	$1.41M	Buy	7,439 +819	+12%	+$149K	0.08%	141
2018 Q4	$1.17M	Buy	+6,620	New	+$1.17M	0.2%	117

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

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Avantax Advisory Services's MCD Position: Q2 2025 in Review

Avantax Advisory Services increased its McDonald's (MCD) stake by 5.2% in Q2 2025, buying an estimated $1.76M and bringing the position to 114,866 shares worth $33.6M. The position accounts for 0.18% of the portfolio, ranked #85.

Avantax Advisory Services first reported a position in MCD in Q4 2018 and has held it in 27 quarters since. The position peaked at $34.1M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Avantax Advisory Services held 114,866 shares of McDonald's worth $33.6M as of Q2 2025.
Avantax Advisory Services bought 5,693 McDonald's shares in Q2 2025, an estimated $1.76M.
McDonald's made up 0.18% of Avantax Advisory Services's portfolio in Q2 2025, its #85 holding.
Avantax Advisory Services first reported a position in McDonald's in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's McDonald's position peaked at $34.1M in Q1 2025.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.