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Richard W. Paul & Associates’s McDonald's MCD Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-119
Closed -$34.5K – 442
2024
Q4 		$34.5K Hold
119
– – 0.01% 224
2024
Q3 		$36.2K Hold
119
– – 0.01% 226
2024
Q2 		$30.3K Sell
119
-89
-43% -$23.6K 0.01% 225
2024
Q1 		$58.6K Sell
208
-1,674
-89% -$487K 0.02% 208
2023
Q4 		$558K Buy
1,882
+7
+0.4% +$1.91K 0.23% 107
2023
Q3 		$494K Buy
1,875
+102
+6% +$29.1K 0.23% 102
2023
Q2 		$529K Buy
1,773
+52
+3% +$15.1K 0.23% 107
2023
Q1 		$481K Buy
1,721
+36
+2% +$9.64K 0.22% 106
2022
Q4 		$444K Buy
+1,685
New +$445K 0.22% 104

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

Richard W. Paul & Associates's MCD Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of McDonald's (MCD) in Q1 2025, closing a stake of 119 shares — an estimated $34.5K sold.

Richard W. Paul & Associates first reported a position in MCD in Q4 2022 and held it in 9 quarters. The position peaked at $558K in Q4 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 119 McDonald's shares in Q1 2025, an estimated $34.5K.
  • Richard W. Paul & Associates first reported a position in McDonald's in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's McDonald's position peaked at $558K in Q4 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.