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Roberts, Glore & Co’s McDonald's MCD Stock Holding History

Roberts, Glore & Co’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
Q2 		– Sell
-761
Closed -$238K – 208
2025
Q1 		$238K Buy
761
+10
+1% +$2.99K 0.07% 183
2024
Q4 		$218K Hold
751
– – 0.06% 194
2024
Q3 		$229K Buy
+751
New +$207K 0.07% 197
2024
Q2 		– Sell
-756
Closed -$213K – 210
2024
Q1 		$213K Sell
756
-10
-1% -$2.91K 0.06% 198
2023
Q4 		$227K Hold
766
– – 0.07% 191
2023
Q3 		$202K Sell
766
-25
-3% -$7.13K 0.07% 193
2023
Q2 		$236K Sell
791
-25
-3% -$7.26K 0.08% 184
2023
Q1 		$228K Sell
816
-15
-2% -$4.02K 0.08% 181
2022
Q4 		$219K Buy
+831
New +$219K 0.08% 180
2022
Q3 		– Sell
-915
Closed -$226K – 188
2022
Q2 		$226K Buy
915
+17
+2% +$4.19K 0.08% 171
2022
Q1 		$222K Sell
898
-56
-6% -$13.9K 0.06% 189
2021
Q4 		$256K Sell
954
-10
-1% -$2.52K 0.07% 173
2021
Q3 		$232K Buy
+964
New +$230K 0.07% 174

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roberts, Glore & Co's MCD Position: Q2 2025 in Review

Roberts, Glore & Co sold out of McDonald's (MCD) in Q2 2025, closing a stake of 761 shares — an estimated $238K sold.

Roberts, Glore & Co first reported a position in MCD in Q3 2021 and held it in 13 quarters. The position peaked at $256K in Q4 2021. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Roberts, Glore & Co reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Roberts, Glore & Co sold 761 McDonald's shares in Q2 2025, an estimated $238K.
  • Roberts, Glore & Co first reported a position in McDonald's in Q3 2021 and held it in 13 quarters.
  • Roberts, Glore & Co's McDonald's position peaked at $256K in Q4 2021.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Roberts, Glore & Co's 13F filing for Q2 2025, filed 7 Aug 2025.