Alethea Capital Management’s McDonald's MCD Stock Holding History

Alethea Capital 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 Q4	–	Sell	-1,739	Closed	-$528K	–	27
2025 Q3	$528K	Buy	+1,739	New	+$529K	0.34%	12
2024 Q4	–	Sell	-1,457	Closed	-$444K	–	45
2024 Q3	$444K	Sell	1,457 -371	-20%	-$102K	0.32%	9
2024 Q2	$466K	Buy	+1,828	New	+$485K	0.35%	15
2021 Q2	–	Sell	-3,371	Closed	-$756K	–	101
2021 Q1	$756K	Buy	+3,371	New	+$721K	0.46%	33
2020 Q1	–	Sell	-4,207	Closed	-$831K	–	99
2019 Q4	$831K	Buy	+4,207	New	+$835K	0.36%	24
2018 Q4	–	Sell	-3,162	Closed	-$529K	–	80
2018 Q3	$529K	Buy	+3,162	New	+$507K	0.79%	41
2018 Q1	–	Sell	-6,728	Closed	-$1.16M	–	99
2017 Q4	$1.16M	Buy	+6,728	New	+$1.13M	1.84%	12
2017 Q3	–	Sell	-19,213	Closed	-$2.94M	–	96
2017 Q2	$2.94M	Buy	+19,213	New	+$2.78M	3.34%	2
2016 Q4	–	Sell	-17,105	Closed	-$1.97M	–	83
2016 Q3	$1.97M	Buy	+17,105	New	+$2.03M	2.74%	11
2015 Q4	–	Sell	-11,788	Closed	-$1.16M	–	82
2015 Q3	$1.16M	Buy	11,788 +7,076	+150%	+$689K	1.76%	18
2015 Q2	$448K	Buy	+4,712	New	+$456K	0.69%	37

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Alethea Capital Management's MCD Position: Q4 2025 in Review

Alethea Capital Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 1,739 shares — an estimated $528K sold.

Alethea Capital Management first reported a position in MCD in Q2 2015 and held it in 11 quarters. The position peaked at $2.94M in Q2 2017. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Alethea Capital Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 1,739 McDonald's shares in Q4 2025, an estimated $528K.
Alethea Capital Management first reported a position in McDonald's in Q2 2015 and held it in 11 quarters.
Alethea Capital Management's McDonald's position peaked at $2.94M in Q2 2017.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.