New Wave Wealth Advisors’s McDonald's MCD Stock Holding History

New Wave Wealth 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	-310	Closed	-$89.8K	–	446
2024 Q4	$89.8K	Buy	+310	New	+$92.4K	0.04%	186

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

New Wave Wealth Advisors's MCD Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of McDonald's (MCD) in Q1 2025, closing a stake of 310 shares — an estimated $89.8K sold.

New Wave Wealth Advisors first reported a position in MCD in Q4 2024 and held it in 1 quarter. The position peaked at $89.8K in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

New Wave Wealth Advisors reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 310 McDonald's shares in Q1 2025, an estimated $89.8K.
New Wave Wealth Advisors first reported a position in McDonald's in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's McDonald's position peaked at $89.8K in Q4 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.