BAM
MCD icon

Bosun Asset Management’s McDonald's MCD Stock Holding History

Bosun Asset 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
Q2 		– Sell
-771
Closed -$241K – 215
2025
Q1 		$241K Buy
+771
New +$231K 0.1% 174
2024
Q4 		– Sell
-821
Closed -$250K – 213
2024
Q3 		$250K Buy
+821
New +$226K 0.12% 166
2024
Q2 		– Sell
-3,143
Closed -$886K – 185
2024
Q1 		$886K Sell
3,143
-208
-6% -$60.5K 0.5% 53
2023
Q4 		$994K Buy
3,351
+110
+3% +$29.9K 0.99% 22
2023
Q3 		$854K Sell
3,241
-199
-6% -$56.8K 0.92% 24
2023
Q2 		$1.03M Buy
3,440
+440
+15% +$128K 1.01% 21
2023
Q1 		$839K Buy
+3,000
New +$804K 0.96% 24

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

Bosun Asset Management's MCD Position: Q2 2025 in Review

Bosun Asset Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 771 shares — an estimated $241K sold.

Bosun Asset Management first reported a position in MCD in Q1 2023 and held it in 7 quarters. The position peaked at $1.03M in Q2 2023. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Bosun Asset Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Bosun Asset Management sold 771 McDonald's shares in Q2 2025, an estimated $241K.
  • Bosun Asset Management first reported a position in McDonald's in Q1 2023 and held it in 7 quarters.
  • Bosun Asset Management's McDonald's position peaked at $1.03M in Q2 2023.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Bosun Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.