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Inspire Advisors’s McDonald's MCD Stock Holding History

Inspire 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
-735
Closed -$230K – 539
2025
Q1 		$230K Sell
735
-3
-0.4% -$897 0.03% 381
2024
Q4 		$214K Buy
738
+10
+1% +$2.98K 0.03% 355
2024
Q3 		$222K Buy
+728
New +$201K 0.03% 351
2024
Q2 		– Sell
-804
Closed -$227K – 437
2024
Q1 		$227K Sell
804
-37
-4% -$10.8K 0.03% 299
2023
Q4 		$249K Buy
+841
New +$229K 0.04% 258
2021
Q1 		– Sell
-114
Closed -$24K – 463
2020
Q4 		$24K Buy
+114
New +$24.8K 0.01% 363

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 $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Inspire Advisors's MCD Position: Q2 2025 in Review

Inspire Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 735 shares — an estimated $230K sold.

Inspire Advisors first reported a position in MCD in Q4 2020 and held it in 6 quarters. The position peaked at $249K in Q4 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Inspire Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 735 McDonald's shares in Q2 2025, an estimated $230K.
  • Inspire Advisors first reported a position in McDonald's in Q4 2020 and held it in 6 quarters.
  • Inspire Advisors's McDonald's position peaked at $249K in Q4 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.