Principia Wealth Advisory’s McDonald's MCD Stock Holding History

Principia Wealth Advisory’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	$73.4K	Buy	240 +6	+3%	+$1.84K	0.05%	120
2025 Q3	$71.1K	Buy	234 +2	+0.9%	+$609	0.05%	107
2025 Q2	$67.8K	Buy	232 +4	+2%	+$1.23K	0.06%	100
2025 Q1	$69.3K	Buy	228 +10	+5%	+$2.99K	0.07%	80
2024 Q4	$63.2K	Buy	+218	New	+$65K	0.06%	78

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's MCD Position: Q4 2025 in Review

Principia Wealth Advisory increased its McDonald's (MCD) stake by 2.6% in Q4 2025, buying an estimated $1.84K and bringing the position to 240 shares worth $73.4K. The position accounts for 0.05% of the portfolio, ranked #120.

Principia Wealth Advisory first reported a position in MCD in Q4 2024 and has held it in 5 quarters since. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Principia Wealth Advisory held 240 shares of McDonald's worth $73.4K as of Q4 2025.
Principia Wealth Advisory bought 6 McDonald's shares in Q4 2025, an estimated $1.84K.
McDonald's made up 0.05% of Principia Wealth Advisory's portfolio in Q4 2025, its #120 holding.
Principia Wealth Advisory first reported a position in McDonald's in Q4 2024 and has held it in 5 quarters since.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.