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
2021 Q2	–	Sell	-200	Closed	-$1K	–	100
2021 Q1	$1K	Buy	+200	New	+$42.8K	﹤0.01%	77

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.