Warm Springs Advisors’s McDonald's MCD Stock Holding History

Warm Springs 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	–	Sell	-667	Closed	-$208K	–	48
2025 Q1	$208K	Buy	+667	New	+$200K	0.21%	50

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Warm Springs Advisors's MCD Position: Q2 2025 in Review

Warm Springs Advisors sold out of McDonald's (MCD) in Q2 2025, closing a stake of 667 shares — an estimated $208K sold.

Warm Springs Advisors first reported a position in MCD in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Warm Springs Advisors reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Warm Springs Advisors sold 667 McDonald's shares in Q2 2025, an estimated $208K.
Warm Springs Advisors first reported a position in McDonald's in Q1 2025 and held it in 1 quarter.
Warm Springs Advisors's McDonald's position peaked at $208K in Q1 2025.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Warm Springs Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.