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Financial Advisors’s McDonald's MCD Stock Holding History

Financial 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
Q3 		$516K Buy
1,698
+1
+0.1% +$304 0.09% 51
2025
Q2 		$496K Buy
1,697
+1
+0.1% +$308 0.09% 47
2025
Q1 		$530K Buy
1,696
+1
+0.1% +$299 0.1% 44
2024
Q4 		$491K Buy
1,695
+1
+0.1% +$298 0.09% 44
2024
Q3 		$516K Buy
1,694
+1
+0.1% +$276 0.1% 44
2024
Q2 		$431K Buy
1,693
+2
+0.1% +$531 0.09% 45
2024
Q1 		$477K Buy
1,691
+1
+0.1% +$291 0.1% 44
2023
Q4 		$501K Buy
1,690
+1
+0.1% +$272 0.11% 43
2023
Q3 		$445K Sell
1,689
-15
-0.9% -$4.28K 0.11% 43
2023
Q2 		$509K Buy
1,704
+1
+0.1% +$291 0.12% 38
2023
Q1 		$476K Buy
1,703
+1
+0.1% +$268 0.12% 43
2022
Q4 		$449K Sell
1,702
-1,656
-49% -$437K 0.12% 44
2022
Q3 		$796K Buy
3,358
+7
+0.2% +$1.79K 0.28% 24
2022
Q2 		$827K Buy
3,351
+9
+0.3% +$2.22K 0.29% 25
2022
Q1 		$826K Buy
3,342
+8
+0.2% +$1.99K 0.26% 27
2021
Q4 		$894K Buy
3,334
+23
+0.7% +$5.81K 0.27% 27
2021
Q3 		$798K Buy
3,311
+1,425
+76% +$340K 0.27% 27
2021
Q2 		$436K Hold
1,886
– – 0.15% 49
2021
Q1 		$423K Buy
1,886
+84
+5% +$18K 0.17% 46
2020
Q4 		$387K Sell
1,802
-79
-4% -$17.2K 0.17% 47
2020
Q3 		$413K Buy
1,881
+41
+2% +$8.42K 0.22% 42
2020
Q2 		$339K Sell
1,840
-62
-3% -$11.4K 0.19% 44
2020
Q1 		$314K Buy
1,902
+75
+4% +$14.8K 0.21% 43
2019
Q4 		$361K Hold
1,827
– – 0.2% 42
2019
Q3 		$392K Hold
1,827
– – 0.24% 38
2019
Q2 		$379K Sell
1,827
-125
-6% -$24.8K 0.24% 38
2019
Q1 		$371K Sell
1,952
-30
-2% -$5.44K 0.25% 40
2018
Q4 		$352K Buy
+1,982
New +$351K 0.29% 37

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advisors's MCD Position: Q3 2025 in Review

Financial Advisors increased its McDonald's (MCD) stake by 0.06% in Q3 2025, buying an estimated $304 and bringing the position to 1,698 shares worth $516K. The position accounts for 0.09% of the portfolio, ranked #51.

Financial Advisors first reported a position in MCD in Q4 2018 and has held it in 28 quarters since. The position peaked at $894K in Q4 2021. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Financial Advisors held 1,698 shares of McDonald's worth $516K as of Q3 2025.
  • Financial Advisors bought 1 McDonald's share in Q3 2025, an estimated $304.
  • McDonald's made up 0.09% of Financial Advisors's portfolio in Q3 2025, its #51 holding.
  • Financial Advisors first reported a position in McDonald's in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's McDonald's position peaked at $894K in Q4 2021.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.