Pollock Investment Advisors’s McDonald's MCD Stock Holding History

Pollock Investment 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	–	Sell	-885	Closed	-$276K	–	41
2025 Q1	$276K	Hold	885	–	–	0.22%	38
2024 Q4	$257K	Buy	+885	New	+$264K	0.21%	40

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pollock Investment Advisors's MCD Position: Q2 2025 in Review

Pollock Investment Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 885 shares — an estimated $276K sold.

Pollock Investment Advisors first reported a position in MCD in Q4 2024 and held it in 2 quarters. The position peaked at $276K in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Pollock Investment Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Pollock Investment Advisors sold 885 McDonald's shares in Q2 2025, an estimated $276K.
Pollock Investment Advisors first reported a position in McDonald's in Q4 2024 and held it in 2 quarters.
Pollock Investment Advisors's McDonald's position peaked at $276K in Q1 2025.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Pollock Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.