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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
2018
Q2 		– Sell
-5,500
Closed -$860K – 562
2018
Q1 		$860K Buy
+5,500
New +$905K 0.09% 177

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. 3,414 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.
  • 3,414 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.