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Parkside Advisors’s McDonald's MCD Stock Holding History

Parkside 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 		$317K Sell
1,084
-44
-4% -$13.6K 0.07% 70
2025
Q1 		$352K Hold
1,128
– – 0.08% 63
2024
Q4 		$327K Hold
1,128
– – 0.08% 66
2024
Q3 		$344K Sell
1,128
-23
-2% -$6.34K 0.08% 64
2024
Q2 		$293K Hold
1,151
– – 0.08% 68
2024
Q1 		$325K Hold
1,151
– – 0.08% 67
2023
Q4 		$341K Hold
1,151
– – 0.09% 62
2023
Q3 		$303K Hold
1,151
– – 0.09% 63
2023
Q2 		$344K Hold
1,151
– – 0.11% 55
2023
Q1 		$322K Buy
1,151
+76
+7% +$20.4K 0.11% 54
2022
Q4 		$283K Buy
+1,075
New +$284K 0.1% 63

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkside Advisors's MCD Position: Q2 2025 in Review

Parkside Advisors reduced its McDonald's (MCD) stake by 3.9% in Q2 2025, selling an estimated $13.6K and leaving 1,084 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #70.

Parkside Advisors first reported a position in MCD in Q4 2022 and has held it in 11 quarters since. The position peaked at $352K in Q1 2025. 3,419 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Parkside Advisors held 1,084 shares of McDonald's worth $317K as of Q2 2025.
  • Parkside Advisors sold 44 McDonald's shares in Q2 2025, an estimated $13.6K.
  • McDonald's made up 0.07% of Parkside Advisors's portfolio in Q2 2025, its #70 holding.
  • Parkside Advisors first reported a position in McDonald's in Q4 2022 and has held it in 11 quarters since.
  • Parkside Advisors's McDonald's position peaked at $352K in Q1 2025.
  • 3,419 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.