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Visionary Horizons’s McDonald's MCD Stock Holding History

Visionary Horizons’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 		– Sell
-909
Closed -$264K – 104
2024
Q4 		$264K Sell
909
-50
-5% -$14.9K 0.17% 77
2024
Q3 		$292K Sell
959
-600
-38% -$165K 0.2% 73
2024
Q2 		$397K Sell
1,559
-3
-0.2% -$796 0.29% 66
2024
Q1 		$418K Buy
1,562
+74
+5% +$21.5K 0.32% 59
2023
Q4 		$441K Buy
+1,488
New +$405K 0.36% 52

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

Visionary Horizons's MCD Position: Q1 2025 in Review

Visionary Horizons sold out of McDonald's (MCD) in Q1 2025, closing a stake of 909 shares — an estimated $264K sold.

Visionary Horizons first reported a position in MCD in Q4 2023 and held it in 5 quarters. The position peaked at $441K in Q4 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Visionary Horizons reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Visionary Horizons sold 909 McDonald's shares in Q1 2025, an estimated $264K.
  • Visionary Horizons first reported a position in McDonald's in Q4 2023 and held it in 5 quarters.
  • Visionary Horizons's McDonald's position peaked at $441K in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Visionary Horizons's 13F filing for Q1 2025, filed 15 Apr 2025.