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PCA Investment Advisory Services’s McDonald's MCD Stock Holding History

PCA Investment Advisory Services’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
-2,304
Closed -$668K – 106
2024
Q4 		$668K Buy
2,304
+221
+11% +$65.9K 0.31% 50
2024
Q3 		$634K Buy
2,083
+136
+7% +$37.5K 0.3% 53
2024
Q2 		$496K Buy
1,947
+43
+2% +$11.4K 0.26% 55
2024
Q1 		$537K Buy
1,904
+272
+17% +$79.1K 0.3% 54
2023
Q4 		$484K Buy
1,632
+3
+0.2% +$817 0.32% 50
2023
Q3 		$429K Buy
1,629
+2
+0.1% +$570 0.31% 53
2023
Q2 		$486K Buy
1,627
+42
+3% +$12.2K 0.29% 49
2023
Q1 		$443K Buy
+1,585
New +$425K 0.31% 52

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

PCA Investment Advisory Services's MCD Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of McDonald's (MCD) in Q1 2025, closing a stake of 2,304 shares — an estimated $668K sold.

PCA Investment Advisory Services first reported a position in MCD in Q1 2023 and held it in 8 quarters. The position peaked at $668K in Q4 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 2,304 McDonald's shares in Q1 2025, an estimated $668K.
  • PCA Investment Advisory Services first reported a position in McDonald's in Q1 2023 and held it in 8 quarters.
  • PCA Investment Advisory Services's McDonald's position peaked at $668K in Q4 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.