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Applied Capital’s McDonald's MCD Stock Holding History

Applied Capital’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
-732
Closed -$212K – 48
2024
Q4 		$212K Hold
732
– – 0.11% 47
2024
Q3 		$223K Buy
+732
New +$202K 0.11% 44
2024
Q2 		– Sell
-752
Closed -$212K – 39
2024
Q1 		$212K Sell
752
-1,552
-67% -$451K 0.13% 37
2023
Q4 		$683K Hold
2,304
– – 0.38% 29
2023
Q3 		$607K Hold
2,304
– – 0.37% 30
2023
Q2 		$688K Sell
2,304
-1,198
-34% -$348K 0.43% 27
2023
Q1 		$979K Buy
+3,502
New +$938K 0.65% 25

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Applied Capital's MCD Position: Q1 2025 in Review

Applied Capital sold out of McDonald's (MCD) in Q1 2025, closing a stake of 732 shares — an estimated $212K sold.

Applied Capital first reported a position in MCD in Q1 2023 and held it in 7 quarters. The position peaked at $979K in Q1 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Applied Capital reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Applied Capital sold 732 McDonald's shares in Q1 2025, an estimated $212K.
  • Applied Capital first reported a position in McDonald's in Q1 2023 and held it in 7 quarters.
  • Applied Capital's McDonald's position peaked at $979K in Q1 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Applied Capital's 13F filing for Q1 2025, filed 22 Apr 2025.