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Proquility Private Wealth Partners’s McDonald's MCD Stock Holding History

Proquility Private Wealth Partners’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
Q1 		$2.22M Buy
7,095
+3,590
+102% +$1.07M 0.68% 48
2024
Q4 		$1.02M Buy
3,505
+33
+1% +$9.84K 0.33% 68
2024
Q3 		$1.06M Buy
3,472
+35
+1% +$9.65K 0.34% 71
2024
Q2 		$876K Buy
3,437
+117
+4% +$31K 0.3% 76
2024
Q1 		$936K Sell
3,320
-118
-3% -$34.3K 0.32% 72
2023
Q4 		$1.02M Buy
3,438
+13
+0.4% +$3.54K 0.39% 64
2023
Q3 		$902K Sell
3,425
-25
-0.7% -$7.13K 0.37% 69
2023
Q2 		$1.03M Sell
3,450
-82
-2% -$23.8K 0.4% 65
2023
Q1 		$987K Sell
3,532
-205
-5% -$54.9K 0.39% 66
2022
Q4 		$985K Buy
3,737
+38
+1% +$10K 0.41% 64
2022
Q3 		$854K Sell
3,699
-60
-2% -$15.3K 0.39% 65
2022
Q2 		$928K Buy
3,759
+10
+0.3% +$2.46K 0.4% 69
2022
Q1 		$915K Sell
3,749
-8
-0.2% -$1.99K 0.38% 65
2021
Q4 		$965K Sell
3,757
-241
-6% -$60.8K 0.34% 71
2021
Q3 		$964K Buy
3,998
+94
+2% +$22.4K 0.36% 65
2021
Q2 		$902K Buy
3,904
+247
+7% +$57.5K 0.34% 67
2021
Q1 		$820K Buy
3,657
+1,075
+42% +$230K 0.33% 70
2020
Q4 		$554K Buy
+2,582
New +$561K 0.25% 70

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Proquility Private Wealth Partners's MCD Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its McDonald's (MCD) stake by 102% in Q1 2025, buying an estimated $1.07M and bringing the position to 7,095 shares worth $2.22M. The position accounts for 0.68% of the portfolio, ranked #48.

Proquility Private Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 18 quarters since. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Proquility Private Wealth Partners held 7,095 shares of McDonald's worth $2.22M as of Q1 2025.
  • Proquility Private Wealth Partners bought 3,590 McDonald's shares in Q1 2025, an estimated $1.07M.
  • McDonald's made up 0.68% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #48 holding.
  • Proquility Private Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 18 quarters since.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.