Horan Capital Advisors’s McDonald's MCD Stock Holding History

Horan Capital 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	$257K	Sell	824 -31	-4%	-$9.27K	0.09%	101
2024 Q4	$248K	Buy	855 +85	+11%	+$25.3K	0.08%	101
2024 Q3	$234K	Buy	+770	New	+$212K	0.08%	108
2024 Q2	–	Sell	-760	Closed	-$214K	–	117
2024 Q1	$214K	Sell	760 -195	-20%	-$56.7K	0.08%	110
2023 Q4	$283K	Buy	955 +50	+6%	+$13.6K	0.1%	95
2023 Q3	$238K	Hold	905	–	–	0.1%	102
2023 Q2	$270K	Hold	905	–	–	0.11%	90
2023 Q1	$253K	Buy	+905	New	+$242K	0.1%	91
2020 Q4	–	Sell	-582	Closed	-$128K	–	198
2020 Q3	$128K	Buy	+582	New	+$119K	0.07%	101
2020 Q1	–	Sell	-513	Closed	-$101K	–	183
2019 Q4	$101K	Hold	513	–	–	0.06%	103
2019 Q3	$110K	Buy	+513	New	+$110K	0.07%	95
2019 Q2	–	Sell	-513	Closed	-$97K	–	174
2019 Q1	$97K	Buy	+513	New	+$93.1K	0.06%	103
2017 Q4	–	Sell	-663	Closed	-$104K	–	182
2017 Q3	$104K	Buy	+663	New	+$104K	0.06%	99

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Horan Capital Advisors's MCD Position: Q1 2025 in Review

Horan Capital Advisors reduced its McDonald's (MCD) stake by 3.6% in Q1 2025, selling an estimated $9.27K and leaving 824 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #101.

Horan Capital Advisors first reported a position in MCD in Q3 2017 and has held it in 13 quarters since. The position peaked at $283K in Q4 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Horan Capital Advisors held 824 shares of McDonald's worth $257K as of Q1 2025.
Horan Capital Advisors sold 31 McDonald's shares in Q1 2025, an estimated $9.27K.
McDonald's made up 0.09% of Horan Capital Advisors's portfolio in Q1 2025, its #101 holding.
Horan Capital Advisors first reported a position in McDonald's in Q3 2017 and has held it in 13 quarters since.
Horan Capital Advisors's McDonald's position peaked at $283K in Q4 2023.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.