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

Semmax 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
Q2 		$76.2K Buy
250
+58
+30% +$17.9K 0.02% 167
2025
Q1 		$60.2K Buy
192
+7
+4% +$2.09K 0.02% 160
2024
Q4 		$57.2K Sell
185
-8
-4% -$2.39K 0.02% 152
2024
Q3 		$57.7K Buy
193
+20
+12% +$5.51K 0.02% 146
2024
Q2 		$46.7K Buy
173
+28
+19% +$7.43K 0.01% 155
2024
Q1 		$39.5K Sell
145
-3
-2% -$872 0.01% 156
2023
Q4 		$42.4K Sell
148
-43
-23% -$11.7K 0.02% 152
2023
Q3 		$51.5K Buy
+191
New +$54.5K 0.02% 117
2022
Q4 		$27K Sell
99
-13
-12% -$3.43K 0.01% 139
2022
Q3 		$31K Sell
112
-4,983
-98% -$1.27M 0.01% 128
2022
Q2 		$1.33M Buy
5,095
+488
+11% +$120K 0.54% 57
2022
Q1 		$1.14M Buy
4,607
+269
+6% +$67K 0.45% 69
2021
Q4 		$1.16M Sell
4,338
-428
-9% -$108K 0.43% 72
2021
Q3 		$1.15M Sell
4,766
-458
-9% -$109K 0.4% 75
2021
Q2 		$1.21M Sell
5,224
-2,112
-29% -$491K 0.39% 75
2021
Q1 		$1.64M Buy
7,336
+596
+9% +$127K 0.59% 61
2020
Q4 		$1.45M Buy
6,740
+320
+5% +$69.6K 0.6% 59
2020
Q3 		$1.41M Buy
6,420
+510
+9% +$105K 0.67% 56
2020
Q2 		$1.09M Buy
5,910
+1,689
+40% +$310K 0.57% 59
2020
Q1 		$698K Buy
4,221
+4,171
+8,342% +$822K 0.44% 67
2019
Q4 		$10K Sell
50
-109
-69% -$21.6K 0.01% 176
2019
Q3 		$34K Buy
159
+109
+218% +$23.4K 0.02% 129
2019
Q2 		$10K Sell
50
-473
-90% -$93.7K 0.01% 184
2019
Q1 		$99K Sell
523
-100
-16% -$18.1K 0.07% 167
2018
Q4 		$111K Buy
+623
New +$110K 0.09% 149

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

Semmax Financial Advisors's MCD Position: Q2 2025 in Review

Semmax Financial Advisors increased its McDonald's (MCD) stake by 30% in Q2 2025, buying an estimated $17.9K and bringing the position to 250 shares worth $76.2K. The position accounts for 0.02% of the portfolio, ranked #167.

Semmax Financial Advisors first reported a position in MCD in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.64M in Q1 2021. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Semmax Financial Advisors held 250 shares of McDonald's worth $76.2K as of Q2 2025.
  • Semmax Financial Advisors bought 58 McDonald's shares in Q2 2025, an estimated $17.9K.
  • McDonald's made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #167 holding.
  • Semmax Financial Advisors first reported a position in McDonald's in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's McDonald's position peaked at $1.64M in Q1 2021.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.