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Sheaff Brock Investment Advisors’s McDonald's MCD Stock Holding History

Sheaff Brock Investment 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 		$3.27M Sell
10,462
-816
-7% -$244K 0.3% 73
2024
Q4 		$3.27M Sell
11,278
-293
-3% -$87.4K 0.28% 76
2024
Q3 		$3.52M Sell
11,571
-55
-0.5% -$15.2K 0.31% 71
2024
Q2 		$2.96M Sell
11,626
-715
-6% -$190K 0.27% 77
2024
Q1 		$3.48M Buy
12,341
+80
+0.7% +$23.3K 0.22% 76
2023
Q4 		$3.64M Buy
12,261
+46
+0.4% +$12.5K 0.28% 66
2023
Q3 		$3.22M Buy
12,215
+110
+0.9% +$31.4K 0.29% 72
2023
Q2 		$3.61M Sell
12,105
-202
-2% -$58.7K 0.3% 67
2023
Q1 		$3.44M Sell
12,307
-605
-5% -$162K 0.32% 70
2022
Q4 		$3.4M Buy
12,912
+52
+0.4% +$13.7K 0.34% 65
2022
Q3 		$2.97M Buy
12,860
+109
+0.9% +$27.9K 0.32% 69
2022
Q2 		$3.15M Buy
12,751
+51
+0.4% +$12.6K 0.26% 67
2022
Q1 		$3.14M Sell
12,700
-327
-3% -$81.5K 0.22% 79
2021
Q4 		$3.49M Sell
13,027
-400
-3% -$101K 0.23% 75
2021
Q3 		$3.24M Buy
13,427
+2,597
+24% +$620K 0.24% 77
2021
Q2 		$2.5M Buy
10,830
+1,000
+10% +$233K 0.18% 83
2021
Q1 		$2.2M Sell
9,830
-178
-2% -$38.1K 0.17% 83
2020
Q4 		$2.15M Sell
10,008
-75
-0.7% -$16.3K 0.18% 81
2020
Q3 		$2.21M Sell
10,083
-227
-2% -$46.6K 0.2% 82
2020
Q2 		$1.9M Sell
10,310
-967
-9% -$177K 0.19% 78
2020
Q1 		$1.86M Buy
11,277
+194
+2% +$38.2K 0.25% 71
2019
Q4 		$2.19M Sell
11,083
-20
-0.2% -$3.97K 0.21% 73
2019
Q3 		$2.38M Buy
11,103
+163
+1% +$34.9K 0.26% 70
2019
Q2 		$2.27M Sell
10,940
-694
-6% -$137K 0.24% 71
2019
Q1 		$2.21M Sell
11,634
-37,772
-76% -$6.85M 0.27% 78
2018
Q4 		$8.77M Sell
49,406
-1,608
-3% -$285K 1.38% 14
2018
Q3 		$8.53M Sell
51,014
-1,718
-3% -$275K 0.81% 18
2018
Q2 		$8.26M Sell
52,732
-36
-0.1% -$5.84K 0.81% 18
2018
Q1 		$8.25M Buy
52,768
+1,594
+3% +$262K 0.85% 20
2017
Q4 		$8.81M Sell
51,174
-1,063
-2% -$179K 1.14% 18
2017
Q3 		$8.19M Sell
52,237
-1,308
-2% -$205K 1.08% 17
2017
Q2 		$8.2M Sell
53,545
-8,840
-14% -$1.28M 1.08% 14
2017
Q1 		$8.09M Buy
62,385
+810
+1% +$102K 1.05% 17
2016
Q4 		$7.5M Buy
61,575
+44,896
+269% +$5.26M 0.95% 20
2016
Q3 		$1.92M Sell
16,679
-546
-3% -$64.7K 0.26% 84
2016
Q2 		$2.07M Sell
17,225
-1,189
-6% -$149K 0.26% 83
2016
Q1 		$2.31M Sell
18,414
-2,151
-10% -$257K 0.28% 75
2015
Q4 		$2.43M Buy
+20,565
New +$2.3M 0.28% 86

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

Sheaff Brock Investment Advisors's MCD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its McDonald's (MCD) stake by 7.2% in Q1 2025, selling an estimated $244K and leaving 10,462 shares worth $3.27M. The position accounts for 0.3% of the portfolio, ranked #73.

Sheaff Brock Investment Advisors first reported a position in MCD in Q4 2015 and has held it in 38 quarters since. The position peaked at $8.81M in Q4 2017. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,462 shares of McDonald's worth $3.27M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 816 McDonald's shares in Q1 2025, an estimated $244K.
  • McDonald's made up 0.3% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #73 holding.
  • Sheaff Brock Investment Advisors first reported a position in McDonald's in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's McDonald's position peaked at $8.81M in Q4 2017.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.