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Orion Portfolio Solutions’s McDonald's MCD Stock Holding History

Orion Portfolio Solutions’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 		$16.5M Buy
52,864
+4,555
+9% +$1.36M 0.16% 117
2024
Q4 		$14M Buy
48,309
+3,876
+9% +$1.16M 0.14% 132
2024
Q3 		$13.5M Buy
44,433
+136
+0.3% +$37.5K 0.13% 146
2024
Q2 		$11.3M Buy
44,297
+5,295
+14% +$1.4M 0.12% 163
2024
Q1 		$11M Buy
39,002
+1,777
+5% +$517K 0.12% 175
2023
Q4 		$10.9M Buy
37,225
+94
+0.3% +$25.6K 0.13% 167
2023
Q3 		$9.78M Sell
37,131
-1,143
-3% -$326K 0.12% 168
2023
Q2 		$11.4M Buy
38,274
+2,862
+8% +$832K 0.12% 162
2023
Q1 		$9.9M Buy
35,412
+23,834
+206% +$6.39M 0.12% 159
2022
Q4 		$3.05M Sell
11,578
-564
-5% -$149K 0.11% 135
2022
Q3 		$2.8M Buy
12,142
+1,023
+9% +$261K 0.11% 127
2022
Q2 		$2.75M Buy
11,119
+821
+8% +$202K 0.11% 122
2022
Q1 		$2.55M Sell
10,298
-423
-4% -$105K 0.09% 142
2021
Q4 		$2.87M Buy
10,721
+351
+3% +$88.6K 0.1% 132
2021
Q3 		$2.5M Buy
10,370
+2,201
+27% +$525K 0.09% 136
2021
Q2 		$1.89M Buy
8,169
+833
+11% +$194K 0.07% 152
2021
Q1 		$1.64M Buy
7,336
+114
+2% +$24.4K 0.07% 145
2020
Q4 		$1.55M Buy
7,222
+75
+1% +$16.3K 0.07% 151
2020
Q3 		$1.57M Buy
7,147
+1,196
+20% +$246K 0.08% 137
2020
Q2 		$1.1M Buy
5,951
+791
+15% +$145K 0.06% 144
2020
Q1 		$853K Sell
5,160
-1,728
-25% -$340K 0.06% 141
2019
Q4 		$1.36M Buy
+6,888
New +$1.37M 0.11% 114

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's MCD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its McDonald's (MCD) stake by 9.4% in Q1 2025, buying an estimated $1.36M and bringing the position to 52,864 shares worth $16.5M. The position accounts for 0.16% of the portfolio, ranked #117.

Orion Portfolio Solutions first reported a position in MCD in Q4 2019 and has held it in 22 quarters since. 3,421 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Orion Portfolio Solutions held 52,864 shares of McDonald's worth $16.5M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,555 McDonald's shares in Q1 2025, an estimated $1.36M.
  • McDonald's made up 0.16% of Orion Portfolio Solutions's portfolio in Q1 2025, its #117 holding.
  • Orion Portfolio Solutions first reported a position in McDonald's in Q4 2019 and has held it in 22 quarters since.
  • 3,421 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.