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AHL Investment Management’s McDonald's MCD Stock Holding History

AHL Investment Management’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
Q3 		$1.98M Sell
6,519
-168
-3% -$51.1K 1.35% 29
2025
Q2 		$1.95M Sell
6,687
-30
-0.4% -$9.25K 1.3% 29
2025
Q1 		$2.1M Sell
6,717
-17
-0.3% -$5.08K 1.45% 25
2024
Q4 		$1.95M Buy
6,734
+29
+0.4% +$8.65K 1.37% 27
2024
Q3 		$2.04M Buy
6,705
+19
+0.3% +$5.24K 1.41% 26
2024
Q2 		$1.7M Buy
+6,686
New +$1.77M 1.25% 30
2022
Q1 		– Sell
-276
Closed -$74K – 200
2021
Q4 		$74K Buy
+276
New +$69.7K 0.07% 89

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AHL Investment Management's MCD Position: Q3 2025 in Review

AHL Investment Management reduced its McDonald's (MCD) stake by 2.5% in Q3 2025, selling an estimated $51.1K and leaving 6,519 shares worth $1.98M. The position accounts for 1.35% of the portfolio, ranked #29.

AHL Investment Management first reported a position in MCD in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • AHL Investment Management held 6,519 shares of McDonald's worth $1.98M as of Q3 2025.
  • AHL Investment Management sold 168 McDonald's shares in Q3 2025, an estimated $51.1K.
  • McDonald's made up 1.35% of AHL Investment Management's portfolio in Q3 2025, its #29 holding.
  • AHL Investment Management first reported a position in McDonald's in Q4 2021 and has held it in 7 quarters since.
  • AHL Investment Management's McDonald's position peaked at $2.1M in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.