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PCG Wealth Advisors’s McDonald's MCD Stock Holding History

PCG 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
Q4 		– Sell
-663
Closed -$201K – 155
2025
Q3 		$201K Buy
+663
New +$202K 0.06% 146
2025
Q2 		– Sell
-685
Closed -$214K – 121
2025
Q1 		$214K Sell
685
-14
-2% -$4.19K 0.07% 125
2024
Q4 		$202K Buy
699
+22
+3% +$6.56K 0.07% 123
2024
Q3 		$206K Buy
+677
New +$187K 0.08% 118
2024
Q1 		– Sell
-677
Closed -$201K – 116
2023
Q4 		$201K Sell
677
-295
-30% -$80.3K 0.11% 98
2023
Q3 		$256K Hold
972
– – 0.17% 82
2023
Q2 		$290K Sell
972
-60
-6% -$17.4K 0.18% 81
2023
Q1 		$289K Sell
1,032
-105
-9% -$28.1K 0.18% 85
2022
Q4 		$300K Sell
1,137
-1,125
-50% -$297K 0.19% 79
2022
Q3 		$523K Buy
2,262
+1,289
+132% +$329K 0.19% 73
2022
Q2 		$240K Hold
973
– – 0.17% 74
2022
Q1 		$241K Buy
973
+136
+16% +$33.9K 0.15% 74
2021
Q4 		$223K Buy
+837
New +$211K 0.16% 71

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
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
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

PCG Wealth Advisors's MCD Position: Q4 2025 in Review

PCG Wealth Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 663 shares — an estimated $201K sold.

PCG Wealth Advisors first reported a position in MCD in Q4 2021 and held it in 13 quarters. The position peaked at $523K in Q3 2022. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • PCG Wealth Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 663 McDonald's shares in Q4 2025, an estimated $201K.
  • PCG Wealth Advisors first reported a position in McDonald's in Q4 2021 and held it in 13 quarters.
  • PCG Wealth Advisors's McDonald's position peaked at $523K in Q3 2022.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on PCG Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.