ACP
MCD icon

Aveo Capital Partners’s McDonald's MCD Stock Holding History

Aveo Capital Partners’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
-1,695
Closed -$491K – 275
2024
Q4 		$491K Sell
1,695
-120
-7% -$35.8K 0.05% 211
2024
Q3 		$553K Buy
1,815
+59
+3% +$16.3K 0.06% 187
2024
Q2 		$448K Sell
1,756
-883
-33% -$234K 0.05% 204
2024
Q1 		$713K Buy
2,639
+740
+39% +$215K 0.08% 174
2023
Q4 		$563K Buy
1,899
+240
+14% +$65.3K 0.07% 192
2023
Q3 		$437K Sell
1,659
-101
-6% -$28.8K 0.06% 213
2023
Q2 		$525K Buy
1,760
+104
+6% +$30.2K 0.07% 198
2023
Q1 		$463K Buy
1,656
+190
+13% +$50.9K 0.06% 202
2022
Q4 		$386K Buy
1,466
+264
+22% +$69.6K 0.06% 225
2022
Q3 		$277K Sell
1,202
-1
-0.1% -$256 0.05% 224
2022
Q2 		$297K Buy
1,203
+147
+14% +$36.2K 0.05% 223
2022
Q1 		$261K Buy
1,056
+48
+5% +$12K 0.05% 238
2021
Q4 		$270K Buy
1,008
+31
+3% +$7.83K 0.05% 238
2021
Q3 		$236K Buy
977
+110
+13% +$26.3K 0.05% 231
2021
Q2 		$200K Buy
+867
New +$202K 0.04% 255
2017
Q3 		– Sell
-1,318
Closed -$202K – 142
2017
Q2 		$202K Buy
+1,318
New +$190K 0.07% 124
2017
Q1 		– Sell
-2,506
Closed -$305K – 190
2016
Q4 		$305K Buy
+2,506
New +$294K 0.09% 146

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

Aveo Capital Partners's MCD Position: Q1 2025 in Review

Aveo Capital Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,695 shares — an estimated $491K sold.

Aveo Capital Partners first reported a position in MCD in Q4 2016 and held it in 17 quarters. The position peaked at $713K in Q1 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Aveo Capital Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 1,695 McDonald's shares in Q1 2025, an estimated $491K.
  • Aveo Capital Partners first reported a position in McDonald's in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's McDonald's position peaked at $713K in Q1 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.