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Concourse Financial Group Securities’s McDonald's MCD Stock Holding History

Concourse Financial Group Securities’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
-11,727
Closed -$3.3M – 1250
2024
Q4 		$3.3M Sell
11,727
-177
-1% -$52.8K 0.19% 115
2024
Q3 		$3.63M Sell
11,904
-911
-7% -$251K 0.22% 112
2024
Q2 		$3.27M Buy
12,815
+156
+1% +$41.4K 0.2% 113
2024
Q1 		$3.57M Buy
12,659
+210
+2% +$61.1K 0.23% 105
2023
Q4 		$3.69M Buy
12,449
+113
+0.9% +$30.8K 0.26% 87
2023
Q3 		$3.25M Buy
12,336
+59
+0.5% +$16.8K 0.25% 94
2023
Q2 		$3.66M Sell
12,277
-516
-4% -$150K 0.28% 85
2023
Q1 		$3.58M Buy
12,793
+780
+6% +$209K 0.28% 83
2022
Q4 		$3.17M Buy
12,013
+408
+4% +$108K 0.26% 92
2022
Q3 		$2.68M Sell
11,605
-30
-0.3% -$7.67K 0.25% 95
2022
Q2 		$2.87M Sell
11,635
-309
-3% -$76.1K 0.24% 95
2022
Q1 		$2.95M Sell
11,944
-3,313
-22% -$825K 0.22% 102
2021
Q4 		$4.09M Buy
15,257
+840
+6% +$212K 0.23% 93
2021
Q3 		$3.48M Buy
14,417
+1,190
+9% +$284K 0.21% 103
2021
Q2 		$3.06M Sell
13,227
-126
-0.9% -$29.3K 0.19% 111
2021
Q1 		$2.99M Sell
13,353
-285
-2% -$61K 0.21% 106
2020
Q4 		$2.93M Buy
13,638
+1,418
+12% +$308K 0.22% 98
2020
Q3 		$2.68M Buy
12,220
+372
+3% +$76.4K 0.23% 93
2020
Q2 		$2.19M Buy
11,848
+1,053
+10% +$193K 0.21% 99
2020
Q1 		$1.78M Sell
10,795
-615
-5% -$121K 0.2% 111
2019
Q4 		$2.25M Buy
11,410
+8,994
+372% +$1.78M 0.22% 97
2019
Q3 		$519K Sell
2,416
-6,420
-73% -$1.38M 0.13% 132
2019
Q2 		$1.83M Sell
8,836
-3,082
-26% -$610K 0.19% 99
2019
Q1 		$2.26M Buy
11,918
+1,011
+9% +$183K 0.23% 81
2018
Q4 		$1.94M Buy
10,907
+4,620
+73% +$819K 0.23% 83
2018
Q3 		$1.05M Buy
+6,287
New +$1.01M 0.3% 77

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

Concourse Financial Group Securities's MCD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of McDonald's (MCD) in Q1 2025, closing a stake of 11,727 shares — an estimated $3.3M sold.

Concourse Financial Group Securities first reported a position in MCD in Q3 2018 and held it in 26 quarters. The position peaked at $4.09M in Q4 2021. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 11,727 McDonald's shares in Q1 2025, an estimated $3.3M.
  • Concourse Financial Group Securities first reported a position in McDonald's in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's McDonald's position peaked at $4.09M in Q4 2021.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.