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

Roberts 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
2025 Q1	–	Sell	-3,518	Closed	-$1.02M	–	96
2024 Q4	$1.02M	Hold	3,518	–	–	0.85%	28
2024 Q3	$1.07M	Hold	3,518	–	–	0.92%	24
2024 Q2	$992K	Hold	3,518	–	–	0.95%	24
2024 Q1	$992K	Buy	+3,518	New	+$1.02M	0.95%	24
2022 Q3	$870K	Hold	3,772	–	–	1.26%	15
2022 Q2	$931K	Hold	3,772	–	–	1.28%	17
2022 Q1	$933K	Hold	3,772	–	–	0.96%	24
2021 Q4	$1.01M	Buy	+3,772	New	+$952K	0.94%	28

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's MCD Position: Q1 2025 in Review

Roberts Capital Advisors sold out of McDonald's (MCD) in Q1 2025, closing a stake of 3,518 shares — an estimated $1.02M sold.

Roberts Capital Advisors first reported a position in MCD in Q4 2021 and held it in 8 quarters. The position peaked at $1.07M in Q3 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Roberts Capital Advisors reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Roberts Capital Advisors sold 3,518 McDonald's shares in Q1 2025, an estimated $1.02M.
Roberts Capital Advisors first reported a position in McDonald's in Q4 2021 and held it in 8 quarters.
Roberts Capital Advisors's McDonald's position peaked at $1.07M in Q3 2024.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.