Amica Retiree Medical Trust’s McDonald's MCD Stock Holding History

Amica Retiree Medical Trust’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	$707K	Buy	2,326 +831	+56%	+$253K	0.97%	32
2025 Q2	$437K	Hold	1,495	–	–	0.63%	52
2025 Q1	$467K	Sell	1,495 -1,021	-41%	-$305K	0.71%	46
2024 Q4	$729K	Sell	2,516 -658	-21%	-$196K	0.69%	40
2024 Q3	$967K	Buy	+3,174	New	+$875K	0.8%	33
2023 Q3	$451K	Buy	1,711 +764	+81%	+$218K	0.53%	62
2023 Q2	$283K	Sell	947 -60	-6%	-$17.4K	0.32%	83
2023 Q1	$282K	Sell	1,007 -189	-16%	-$50.6K	0.3%	89
2022 Q4	$315K	Hold	1,196	–	–	0.4%	78
2022 Q3	$276K	Buy	1,196 +313	+35%	+$80K	0.35%	90
2022 Q2	$218K	Sell	883 -1,013	-53%	-$249K	0.25%	99
2022 Q1	$469K	Hold	1,896	–	–	0.44%	77
2021 Q4	$508K	Hold	1,896	–	–	0.43%	77
2021 Q3	$457K	Sell	1,896 -838	-31%	-$200K	0.41%	77
2021 Q2	$632K	Sell	2,734 -717	-21%	-$167K	0.4%	83
2021 Q1	$774K	Hold	3,451	–	–	0.52%	66
2020 Q4	$741K	Hold	3,451	–	–	0.52%	63
2020 Q3	$757K	Hold	3,451	–	–	0.59%	47
2020 Q2	$637K	Hold	3,451	–	–	0.5%	59
2020 Q1	$571K	Hold	3,451	–	–	0.51%	51
2019 Q4	$682K	Hold	3,451	–	–	0.53%	48
2019 Q3	$741K	Sell	3,451 -904	-21%	-$194K	0.59%	39
2019 Q2	$904K	Hold	4,355	–	–	0.74%	32
2019 Q1	$827K	Hold	4,355	–	–	0.73%	29
2018 Q4	$773K	Hold	4,355	–	–	0.74%	30
2018 Q3	$729K	Hold	4,355	–	–	0.6%	38
2018 Q2	$682K	Hold	4,355	–	–	0.59%	40
2018 Q1	$681K	Sell	4,355 -171	-4%	-$28.1K	0.6%	37
2017 Q4	$779K	Hold	4,526	–	–	0.59%	40
2017 Q3	$709K	Hold	4,526	–	–	0.56%	43
2017 Q2	$693K	Sell	4,526 -984	-18%	-$142K	0.56%	41
2017 Q1	$714K	Hold	5,510	–	–	0.58%	38
2016 Q4	$671K	Hold	5,510	–	–	0.53%	40
2016 Q3	$636K	Hold	5,510	–	–	0.54%	43
2016 Q2	$663K	Sell	5,510 -1,533	-22%	-$192K	0.57%	43
2016 Q1	$885K	Hold	7,043	–	–	0.75%	32
2015 Q4	$832K	Hold	7,043	–	–	0.72%	34
2015 Q3	$694K	Hold	7,043	–	–	0.63%	40
2015 Q2	$670K	Hold	7,043	–	–	0.57%	47
2015 Q1	$686K	Hold	7,043	–	–	0.58%	51
2014 Q4	$660K	Hold	7,043	–	–	0.53%	52
2014 Q3	$668K	Hold	7,043	–	–	0.57%	43
2014 Q2	$710K	Hold	7,043	–	–	0.59%	42
2014 Q1	$690K	Hold	7,043	–	–	0.59%	42
2013 Q4	$683K	Buy	+7,043	New	+$677K	0.59%	40

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amica Retiree Medical Trust's MCD Position: Q3 2025 in Review

Amica Retiree Medical Trust increased its McDonald's (MCD) stake by 56% in Q3 2025, buying an estimated $253K and bringing the position to 2,326 shares worth $707K. The position accounts for 0.97% of the portfolio, ranked #32.

Amica Retiree Medical Trust first reported a position in MCD in Q4 2013 and has held it in 45 quarters since. The position peaked at $967K in Q3 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Amica Retiree Medical Trust held 2,326 shares of McDonald's worth $707K as of Q3 2025.
Amica Retiree Medical Trust bought 831 McDonald's shares in Q3 2025, an estimated $253K.
McDonald's made up 0.97% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #32 holding.
Amica Retiree Medical Trust first reported a position in McDonald's in Q4 2013 and has held it in 45 quarters since.
Amica Retiree Medical Trust's McDonald's position peaked at $967K in Q3 2024.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.