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Providence Capital Advisors’s McDonald's MCD Stock Holding History

Providence Capital 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
2024
Q4 		– Sell
-57
Closed -$17.4K – 238
2024
Q3 		$17.4K Hold
57
– – ﹤0.01% 224
2024
Q2 		$14.5K Buy
57
+4
+8% +$1.06K ﹤0.01% 220
2024
Q1 		$14.9K Hold
53
– – ﹤0.01% 217
2023
Q4 		$15.7K Buy
53
+34
+179% +$9.25K ﹤0.01% 224
2023
Q3 		$5K Buy
19
+7
+58% +$2K ﹤0.01% 269
2023
Q2 		$3.58K Sell
12
-41
-77% -$11.9K ﹤0.01% 255
2023
Q1 		$14.8K Hold
53
– – ﹤0.01% 197
2022
Q4 		$14K Hold
53
– – ﹤0.01% 190
2022
Q3 		$12K Hold
53
– – ﹤0.01% 208
2022
Q2 		$13K Sell
53
-24
-31% -$5.91K ﹤0.01% 198
2022
Q1 		$19K Sell
77
-16,200
-100% -$4.04M ﹤0.01% 216
2021
Q4 		$4.36M Buy
16,277
+1,300
+9% +$328K 1.2% 30
2021
Q3 		$3.61M Buy
14,977
+1,200
+9% +$286K 1.13% 40
2021
Q2 		$3.18M Buy
13,777
+13,700
+17,792% +$3.19M 1.03% 43
2021
Q1 		$17K Hold
77
– – 0.01% 186
2020
Q4 		$17K Sell
77
-24
-24% -$5.22K 0.01% 193
2020
Q3 		$22K Buy
101
+12
+13% +$2.46K 0.01% 132
2020
Q2 		$16K Sell
89
-35
-28% -$6.42K 0.01% 138
2020
Q1 		$21K Hold
124
– – 0.01% 142
2019
Q4 		$25K Hold
124
– – 0.01% 145
2019
Q3 		$27K Hold
124
– – 0.02% 131
2019
Q2 		$26K Hold
124
– – 0.02% 134
2019
Q1 		$24K Hold
124
– – 0.02% 146
2018
Q4 		$22K Sell
124
-13,900
-99% -$2.47M 0.02% 160
2018
Q3 		$2.35M Buy
14,024
+13,900
+11,210% +$2.23M 1.53% 17
2018
Q2 		$19K Sell
124
-249
-67% -$40.4K 0.01% 159
2018
Q1 		$58K Buy
373
+74
+25% +$12.2K 0.04% 112
2017
Q4 		$51K Buy
+299
New +$50.2K 0.04% 119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Providence Capital Advisors's MCD Position: Q4 2024 in Review

Providence Capital Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 57 shares — an estimated $17.4K sold.

Providence Capital Advisors first reported a position in MCD in Q4 2017 and held it in 28 quarters. The position peaked at $4.36M in Q4 2021. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Providence Capital Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 57 McDonald's shares in Q4 2024, an estimated $17.4K.
  • Providence Capital Advisors first reported a position in McDonald's in Q4 2017 and held it in 28 quarters.
  • Providence Capital Advisors's McDonald's position peaked at $4.36M in Q4 2021.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.