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J.W. Coons Advisors’s McDonald's MCD Stock Holding History

J.W. Coons 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 		$3.56M Buy
12,169
+723
+6% +$223K 0.8% 33
2025
Q1 		$3.58M Buy
11,446
+401
+4% +$120K 0.94% 29
2024
Q4 		$3.2M Sell
11,045
-75
-0.7% -$22.4K 0.82% 33
2024
Q3 		$3.39M Sell
11,120
-108
-1% -$29.8K 0.85% 32
2024
Q2 		$2.86M Buy
11,228
+100
+0.9% +$26.5K 0.69% 36
2024
Q1 		$3.14M Buy
11,128
+1
+0% +$291 0.71% 32
2023
Q4 		$3.3M Sell
11,127
-10
-0.1% -$2.72K 0.89% 25
2023
Q3 		$2.93M Sell
11,137
-700
-6% -$200K 0.85% 29
2023
Q2 		$3.53M Hold
11,837
– – 0.96% 24
2023
Q1 		$3.31M Sell
11,837
-70
-0.6% -$18.8K 0.95% 28
2022
Q4 		$3.14M Buy
11,907
+2,270
+24% +$599K 0.94% 27
2022
Q3 		$2.22M Buy
9,637
+1,017
+12% +$260K 0.84% 35
2022
Q2 		$2.13M Sell
8,620
-205
-2% -$50.5K 0.75% 39
2022
Q1 		$2.19M Buy
8,825
+1,356
+18% +$338K 0.65% 44
2021
Q4 		$2M Sell
7,469
-659
-8% -$166K 0.61% 46
2021
Q3 		$1.96M Sell
8,128
-215
-3% -$51.3K 0.67% 44
2021
Q2 		$1.92M Sell
8,343
-509
-6% -$118K 0.68% 45
2021
Q1 		$1.98M Sell
8,852
-1,298
-13% -$278K 0.71% 41
2020
Q4 		$2.17M Sell
10,150
-1,059
-9% -$230K 0.83% 32
2020
Q3 		$2.46M Buy
11,209
+387
+4% +$79.5K 1.02% 26
2020
Q2 		$1.99M Buy
10,822
+1,838
+20% +$337K 0.89% 32
2020
Q1 		$1.49M Buy
+8,984
New +$1.77M 0.78% 40

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

J.W. Coons Advisors's MCD Position: Q2 2025 in Review

J.W. Coons Advisors increased its McDonald's (MCD) stake by 6.3% in Q2 2025, buying an estimated $223K and bringing the position to 12,169 shares worth $3.56M. The position accounts for 0.8% of the portfolio, ranked #33.

J.W. Coons Advisors first reported a position in MCD in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.58M in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • J.W. Coons Advisors held 12,169 shares of McDonald's worth $3.56M as of Q2 2025.
  • J.W. Coons Advisors bought 723 McDonald's shares in Q2 2025, an estimated $223K.
  • McDonald's made up 0.8% of J.W. Coons Advisors's portfolio in Q2 2025, its #33 holding.
  • J.W. Coons Advisors first reported a position in McDonald's in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's McDonald's position peaked at $3.58M in Q1 2025.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.