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

GGM 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
Q1 		$1.38M Sell
4,370
-256
-6% -$76.6K 0.77% 41
2024
Q4 		$1.34M Sell
4,626
-567
-11% -$169K 0.7% 39
2024
Q3 		$1.58M Sell
5,193
-189
-4% -$52.1K 0.68% 38
2024
Q2 		$1.37M Sell
5,382
-75
-1% -$19.9K 0.63% 40
2024
Q1 		$1.47M Sell
5,457
-500
-8% -$145K 0.68% 38
2023
Q4 		$1.74M Sell
5,957
-83
-1% -$22.6K 0.72% 31
2023
Q3 		$1.59M Sell
6,040
-119
-2% -$33.9K 0.69% 34
2023
Q2 		$1.82M Buy
+6,159
New +$1.79M 0.74% 31
2023
Q1 		– Sell
-6,319
Closed -$1.7M – 102
2022
Q4 		$1.7M Sell
6,319
-122
-2% -$32.2K 0.88% 30
2022
Q3 		$1.65M Hold
6,441
– – 0.89% 26
2022
Q2 		$1.62M Buy
6,441
+20
+0.3% +$4.93K 0.9% 27
2022
Q1 		$1.64M Buy
6,421
+500
+8% +$125K 0.82% 28
2021
Q4 		$1.55M Sell
5,921
-421
-7% -$106K 1.23% 20
2021
Q3 		$1.5M Sell
6,342
-55
-0.9% -$13.1K 1.19% 20
2021
Q2 		$1.5M Sell
6,397
-221
-3% -$51.4K 1.28% 21
2021
Q1 		$1.56M Sell
6,618
-9
-0.1% -$1.93K 1.25% 19
2020
Q4 		$1.41M Buy
+6,627
New +$1.44M 1.39% 17

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

GGM Wealth Advisors's MCD Position: Q1 2025 in Review

GGM Wealth Advisors reduced its McDonald's (MCD) stake by 5.5% in Q1 2025, selling an estimated $76.6K and leaving 4,370 shares worth $1.38M. The position accounts for 0.77% of the portfolio, ranked #41.

GGM Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.82M in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • GGM Wealth Advisors held 4,370 shares of McDonald's worth $1.38M as of Q1 2025.
  • GGM Wealth Advisors sold 256 McDonald's shares in Q1 2025, an estimated $76.6K.
  • McDonald's made up 0.77% of GGM Wealth Advisors's portfolio in Q1 2025, its #41 holding.
  • GGM Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 17 quarters since.
  • GGM Wealth Advisors's McDonald's position peaked at $1.82M in Q2 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.