ROI Financial Advisors’s McDonald's MCD Stock Holding History

ROI Financial 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 Q4	–	Sell	-703	Closed	-$214K	–	67
2025 Q3	$214K	Sell	703 -117	-14%	-$35.6K	0.13%	66
2025 Q2	$240K	Sell	820 -31	-4%	-$9.56K	0.15%	62
2025 Q1	$266K	Sell	851 -69	-8%	-$20.6K	0.19%	55
2024 Q4	$267K	Sell	920 -40	-4%	-$11.9K	0.18%	55
2024 Q3	$292K	Buy	+960	New	+$265K	0.2%	52
2024 Q2	–	Sell	-759	Closed	-$214K	–	65
2024 Q1	$214K	Buy	+759	New	+$221K	0.17%	59

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

ROI Financial Advisors's MCD Position: Q4 2025 in Review

ROI Financial Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 703 shares — an estimated $214K sold.

ROI Financial Advisors first reported a position in MCD in Q1 2024 and held it in 6 quarters. The position peaked at $292K in Q3 2024. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

ROI Financial Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
ROI Financial Advisors sold 703 McDonald's shares in Q4 2025, an estimated $214K.
ROI Financial Advisors first reported a position in McDonald's in Q1 2024 and held it in 6 quarters.
ROI Financial Advisors's McDonald's position peaked at $292K in Q3 2024.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on ROI Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.