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FSA Advisors’s McDonald's MCD Stock Holding History

FSA 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 		– Sell
-669
Closed -$209K – 193
2025
Q1 		$209K Sell
669
-30
-4% -$8.97K 0.17% 167
2024
Q4 		$203K Sell
699
-10
-1% -$2.98K 0.25% 135
2024
Q3 		$212K Sell
709
-532
-43% -$147K 0.21% 133
2024
Q2 		$331K Buy
1,241
+418
+51% +$111K 0.35% 85
2024
Q1 		$232K Buy
+823
New +$239K 0.25% 118

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 $134M AUM 21.11% 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

FSA Advisors's MCD Position: Q2 2025 in Review

FSA Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 669 shares — an estimated $209K sold.

FSA Advisors first reported a position in MCD in Q1 2024 and held it in 5 quarters. The position peaked at $331K in Q2 2024. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • FSA Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • FSA Advisors sold 669 McDonald's shares in Q2 2025, an estimated $209K.
  • FSA Advisors first reported a position in McDonald's in Q1 2024 and held it in 5 quarters.
  • FSA Advisors's McDonald's position peaked at $331K in Q2 2024.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on FSA Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.