Alpha DNA Investment Management’s McDonald's MCD Stock Holding History

Alpha DNA 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 Q1	–	Sell	-14,124	Closed	-$4.09M	–	100
2024 Q4	$4.09M	Buy	14,124 +10,297	+269%	+$3.07M	1.56%	9
2024 Q3	$1.17M	Sell	3,827 -14	-0.4%	-$3.86K	0.44%	42
2024 Q2	$979K	Sell	3,841 -9,561	-71%	-$2.54M	0.38%	50
2024 Q1	$3.78M	Buy	13,402 +6,864	+105%	+$2M	1.4%	6
2023 Q4	$1.94M	Sell	6,538 -6,140	-48%	-$1.67M	0.76%	23
2023 Q3	$3.34M	Buy	12,678 +2,296	+22%	+$655K	1.37%	6
2023 Q2	$3.1M	Sell	10,382 -4,520	-30%	-$1.31M	1.03%	9
2023 Q1	$4.17M	Buy	14,902 +1,279	+9%	+$343K	1.23%	6
2022 Q4	$3.59M	Buy	13,623 +9,028	+196%	+$2.38M	1.27%	6
2022 Q3	$1.06M	Buy	+4,595	New	+$1.17M	0.88%	33
2022 Q1	–	Sell	-7,012	Closed	-$1.88M	–	139
2021 Q4	$1.88M	Buy	+7,012	New	+$1.77M	1.19%	14
2021 Q2	–	Sell	-32	Closed	-$7K	–	412
2021 Q1	$7K	Sell	32 -11	-26%	-$2.35K	0.01%	318
2020 Q4	$9K	Buy	+43	New	+$9.35K	0.01%	308

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Alpha DNA Investment Management's MCD Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 14,124 shares — an estimated $4.09M sold.

Alpha DNA Investment Management first reported a position in MCD in Q4 2020 and held it in 13 quarters. The position peaked at $4.17M in Q1 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Alpha DNA Investment Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 14,124 McDonald's shares in Q1 2025, an estimated $4.09M.
Alpha DNA Investment Management first reported a position in McDonald's in Q4 2020 and held it in 13 quarters.
Alpha DNA Investment Management's McDonald's position peaked at $4.17M in Q1 2023.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.