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

Bordeaux 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
Q2 		$547K Sell
1,870
-261
-12% -$80.5K 0.07% 82
2025
Q1 		$666K Sell
2,131
-1,015
-32% -$304K 0.12% 74
2024
Q4 		$912K Buy
3,146
+107
+4% +$31.9K 0.15% 61
2024
Q3 		$925K Buy
3,039
+224
+8% +$61.7K 0.17% 60
2024
Q2 		$717K Sell
2,815
-7
-0.2% -$1.86K 0.14% 66
2024
Q1 		$796K Sell
2,822
-2
-0.1% -$582 0.26% 42
2023
Q4 		$837K Buy
2,824
+109
+4% +$29.7K 0.28% 43
2023
Q3 		$715K Sell
2,715
-174
-6% -$49.6K 0.29% 43
2023
Q2 		$862K Sell
2,889
-254
-8% -$73.8K 0.35% 36
2023
Q1 		$879K Sell
3,143
-7
-0.2% -$1.88K 0.45% 32
2022
Q4 		$830K Sell
3,150
-47
-1% -$12.4K 0.46% 34
2022
Q3 		$738K Buy
3,197
+132
+4% +$33.7K 0.46% 37
2022
Q2 		$757K Sell
3,065
-62
-2% -$15.3K 0.52% 35
2022
Q1 		$773K Sell
3,127
-638
-17% -$159K 0.42% 41
2021
Q4 		$1.01M Hold
3,765
– – 0.46% 36
2021
Q3 		$908K Sell
3,765
-700
-16% -$167K 0.51% 32
2021
Q2 		$1.03M Hold
4,465
– – 0.59% 26
2021
Q1 		$1M Sell
4,465
-104
-2% -$22.2K 0.69% 22
2020
Q4 		$980K Buy
+4,569
New +$994K 0.74% 18

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bordeaux Wealth Advisors's MCD Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its McDonald's (MCD) stake by 12% in Q2 2025, selling an estimated $80.5K and leaving 1,870 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #82.

Bordeaux Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.03M in Q2 2021. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,870 shares of McDonald's worth $547K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 261 McDonald's shares in Q2 2025, an estimated $80.5K.
  • McDonald's made up 0.07% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #82 holding.
  • Bordeaux Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's McDonald's position peaked at $1.03M in Q2 2021.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.