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MeadowBrook Investment Advisors’s McDonald's MCD Stock Holding History

MeadowBrook Investment 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
-35
Closed -$10.9K – 269
2025
Q1 		$10.9K Hold
35
– – 0.01% 247
2024
Q4 		$10.1K Hold
35
– – 0.01% 251
2024
Q3 		$10.7K Buy
35
+14
+67% +$3.86K 0.01% 244
2024
Q2 		$5.35K Hold
21
– – 0.01% 266
2024
Q1 		$5.92K Hold
21
– – 0.01% 267
2023
Q4 		$6.23K Buy
+21
New +$5.72K 0.01% 271

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

MeadowBrook Investment Advisors's MCD Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 35 shares — an estimated $10.9K sold.

MeadowBrook Investment Advisors first reported a position in MCD in Q4 2023 and held it in 6 quarters. The position peaked at $10.9K in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • MeadowBrook Investment Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 35 McDonald's shares in Q2 2025, an estimated $10.9K.
  • MeadowBrook Investment Advisors first reported a position in McDonald's in Q4 2023 and held it in 6 quarters.
  • MeadowBrook Investment Advisors's McDonald's position peaked at $10.9K in Q1 2025.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.