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McClarren Financial Advisors’s McDonald's MCD Stock Holding History

McClarren Financial 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 		– Sell
-170
Closed -$49K – 338
2024
Q4 		$49K Buy
+170
New +$50.7K 0.14% 83
2024
Q3 		– Sell
-509
Closed -$43K – 313
2024
Q2 		$43K Buy
509
+330
+184% +$87.5K 0.03% 154
2024
Q1 		$51K Sell
179
-4
-2% -$1.16K 0.04% 143
2023
Q4 		$54K Buy
183
+1
+0.5% +$272 0.04% 154
2023
Q3 		$48K Hold
182
– – 0.04% 148
2023
Q2 		$54K Sell
182
-8
-4% -$2.32K 0.04% 147
2023
Q1 		$51K Hold
190
– – 0.05% 141
2022
Q4 		$50K Buy
190
+1
+0.5% +$264 0.05% 146
2022
Q3 		$43K Buy
+189
New +$48.3K 0.04% 146
2022
Q2 		– Sell
-193
Closed -$47K – 166
2022
Q1 		$47K Buy
193
+6
+3% +$1.5K 0.03% 132
2021
Q4 		$50K Buy
187
+122
+188% +$30.8K 0.03% 136
2021
Q3 		$15K Buy
65
+1
+2% +$239 0.01% 185
2021
Q2 		$14K Hold
64
– – 0.01% 204
2021
Q1 		$14K Buy
64
+1
+2% +$214 0.01% 177
2020
Q4 		$13K Buy
+63
New +$13.7K 0.01% 158

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

McClarren Financial Advisors's MCD Position: Q1 2025 in Review

McClarren Financial Advisors sold out of McDonald's (MCD) in Q1 2025, closing a stake of 170 shares — an estimated $49K sold.

McClarren Financial Advisors first reported a position in MCD in Q4 2020 and held it in 15 quarters. The position peaked at $54K in Q4 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • McClarren Financial Advisors reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 170 McDonald's shares in Q1 2025, an estimated $49K.
  • McClarren Financial Advisors first reported a position in McDonald's in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's McDonald's position peaked at $54K in Q4 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.