PPWM
MCD icon

PFG Private Wealth Management’s McDonald's MCD Stock Holding History

PFG Private Wealth Management’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 		– Sell
-45
Closed -$14.1K – 167
2025
Q1 		$14.1K Buy
45
+26
+137% +$7.78K 0.01% 126
2024
Q4 		$5.51K Hold
19
– – ﹤0.01% 150
2024
Q3 		$5.79K Sell
19
-124
-87% -$34.2K ﹤0.01% 157
2024
Q2 		$36.4K Hold
143
– – 0.02% 103
2024
Q1 		$40.3K Hold
143
– – 0.03% 97
2023
Q4 		$42.4K Sell
143
-127
-47% -$34.6K 0.03% 86
2023
Q3 		$71.1K Sell
270
-305
-53% -$87K 0.05% 82
2023
Q2 		$172K Hold
575
– – 0.1% 61
2023
Q1 		$161K Buy
575
+13
+2% +$3.48K 0.1% 60
2022
Q4 		$148K Sell
562
-5
-0.9% -$1.32K 0.09% 65
2022
Q3 		$131K Sell
567
-84
-13% -$21.5K 0.09% 64
2022
Q2 		$161K Sell
651
-1,094
-63% -$269K 0.09% 68
2022
Q1 		$432K Buy
1,745
+1,602
+1,120% +$399K 0.22% 36
2021
Q4 		$38K Hold
143
– – 0.02% 164
2021
Q3 		$34K Buy
+143
New +$34.1K 0.02% 159

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFG Private Wealth Management's MCD Position: Q2 2025 in Review

PFG Private Wealth Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 45 shares — an estimated $14.1K sold.

PFG Private Wealth Management first reported a position in MCD in Q3 2021 and held it in 15 quarters. The position peaked at $432K in Q1 2022. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • PFG Private Wealth Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 45 McDonald's shares in Q2 2025, an estimated $14.1K.
  • PFG Private Wealth Management first reported a position in McDonald's in Q3 2021 and held it in 15 quarters.
  • PFG Private Wealth Management's McDonald's position peaked at $432K in Q1 2022.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.