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Belmont Capital’s McDonald's MCD Stock Holding History

Belmont 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
Q2 		$317K Hold
1,085
– – 0.05% 101
2025
Q1 		$339K Buy
1,085
+533
+97% +$159K 0.06% 93
2024
Q4 		$160K Sell
552
-1,085
-66% -$324K 0.03% 86
2024
Q3 		$499K Sell
1,637
-6,155
-79% -$1.7M 0.08% 70
2024
Q2 		$1.99M Buy
7,792
+1,043
+15% +$277K 0.37% 26
2024
Q1 		$1.9M Sell
6,749
-236
-3% -$68.6K 0.52% 22
2023
Q4 		$2.07M Hold
6,985
– – 0.88% 16
2023
Q3 		$1.84M Buy
6,985
+6,878
+6,428% +$1.96M 0.99% 16
2023
Q2 		$32.1K Buy
107
+41
+62% +$11.9K 0.02% 80
2023
Q1 		$18.5K Hold
66
– – 0.02% 68
2022
Q4 		$17K Hold
66
– – 0.02% 74
2022
Q3 		$15K Buy
+66
New +$16.9K 0.02% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belmont Capital's MCD Position: Q2 2025 in Review

Belmont Capital held its McDonald's (MCD) position steady in Q2 2025 at 1,085 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #101.

Belmont Capital first reported a position in MCD in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.07M in Q4 2023. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Belmont Capital held 1,085 shares of McDonald's worth $317K as of Q2 2025.
  • Belmont Capital left its McDonald's share count unchanged in Q2 2025.
  • McDonald's made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #101 holding.
  • Belmont Capital first reported a position in McDonald's in Q3 2022 and has held it in 12 quarters since.
  • Belmont Capital's McDonald's position peaked at $2.07M in Q4 2023.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.