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

Primoris 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
Q3 		– Sell
-1,329
Closed -$388K – 112
2025
Q2 		$388K Sell
1,329
-285
-18% -$87.9K 0.26% 73
2025
Q1 		$504K Sell
1,614
-387
-19% -$116K 0.39% 57
2024
Q4 		$580K Sell
2,001
-250
-11% -$74.5K 0.44% 53
2024
Q3 		$685K Sell
2,251
-99
-4% -$27.3K 0.5% 56
2024
Q2 		$599K Sell
2,350
-680
-22% -$180K 0.48% 56
2024
Q1 		$854K Sell
3,030
-1,239
-29% -$360K 0.68% 42
2023
Q4 		$1.27M Sell
4,269
-662
-13% -$180K 1.19% 30
2023
Q3 		$1.3M Buy
+4,931
New +$1.41M 1.57% 23

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Primoris Wealth Advisors's MCD Position: Q3 2025 in Review

Primoris Wealth Advisors sold out of McDonald's (MCD) in Q3 2025, closing a stake of 1,329 shares — an estimated $388K sold.

Primoris Wealth Advisors first reported a position in MCD in Q3 2023 and held it in 8 quarters. The position peaked at $1.3M in Q3 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Primoris Wealth Advisors reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Primoris Wealth Advisors sold 1,329 McDonald's shares in Q3 2025, an estimated $388K.
  • Primoris Wealth Advisors first reported a position in McDonald's in Q3 2023 and held it in 8 quarters.
  • Primoris Wealth Advisors's McDonald's position peaked at $1.3M in Q3 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Primoris Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.