BIP
MCD icon

Blueprint Investment Partners’s McDonald's MCD Stock Holding History

Blueprint Investment Partners’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
-4,552
Closed -$1.32M – 163
2024
Q4 		$1.32M Buy
4,552
+2,527
+125% +$754K 0.21% 71
2024
Q3 		$617K Buy
+2,025
New +$558K 0.11% 92
2024
Q2 		– Sell
-1,415
Closed -$399K – 137
2024
Q1 		$399K Sell
1,415
-16
-1% -$4.65K 0.08% 97
2023
Q4 		$425K Buy
+1,431
New +$389K 0.12% 78
2023
Q3 		– Sell
-2,108
Closed -$629K – 135
2023
Q2 		$629K Sell
2,108
-1,117
-35% -$325K 0.23% 72
2023
Q1 		$902K Sell
3,225
-3,448
-52% -$924K 0.21% 71
2022
Q4 		$1.76M Buy
6,673
+2,570
+63% +$678K 0.37% 62
2022
Q3 		$947K Buy
4,103
+1,157
+39% +$296K 0.26% 59
2022
Q2 		$727K Buy
2,946
+1,454
+97% +$358K 0.2% 73
2022
Q1 		$369K Sell
1,492
-739
-33% -$184K 0.1% 121
2021
Q4 		$598K Buy
2,231
+896
+67% +$226K 0.15% 108
2021
Q3 		$322K Buy
+1,335
New +$319K 0.16% 93

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

Blueprint Investment Partners's MCD Position: Q1 2025 in Review

Blueprint Investment Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 4,552 shares — an estimated $1.32M sold.

Blueprint Investment Partners first reported a position in MCD in Q3 2021 and held it in 12 quarters. The position peaked at $1.76M in Q4 2022. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Blueprint Investment Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 4,552 McDonald's shares in Q1 2025, an estimated $1.32M.
  • Blueprint Investment Partners first reported a position in McDonald's in Q3 2021 and held it in 12 quarters.
  • Blueprint Investment Partners's McDonald's position peaked at $1.76M in Q4 2022.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.