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Bristlecone Advisors’s McDonald's MCD Stock Holding History

Bristlecone Advisors’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 		$242K Hold
796
– – 0.02% 219
2025
Q2 		$233K Sell
796
-54
-6% -$16.6K 0.02% 209
2025
Q1 		$266K Sell
850
-52
-6% -$15.6K 0.02% 249
2024
Q4 		$261K Buy
902
+119
+15% +$35.5K 0.02% 254
2024
Q3 		$238K Buy
+783
New +$216K 0.02% 257
2024
Q2 		– Sell
-805
Closed -$227K – 295
2024
Q1 		$227K Buy
805
+18
+2% +$5.24K 0.02% 263
2023
Q4 		$233K Sell
787
-100
-11% -$27.2K 0.02% 250
2023
Q3 		$234K Buy
887
+39
+5% +$11.1K 0.03% 240
2023
Q2 		$253K Buy
848
+32
+4% +$9.3K 0.03% 237
2023
Q1 		$228K Hold
816
– – 0.03% 248
2022
Q4 		$215K Buy
+816
New +$215K 0.03% 247
2020
Q1 		– Sell
-3,567
Closed -$705K – 184
2019
Q4 		$705K Buy
+3,567
New +$708K 0.14% 113
2019
Q3 		– Sell
-3,273
Closed -$680K – 162
2019
Q2 		$680K Buy
+3,273
New +$648K 0.16% 104
2017
Q4 		– Sell
-306
Closed -$48K – 224
2017
Q3 		$48K Buy
+306
New +$48K 0.02% 199

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bristlecone Advisors's MCD Position: Q3 2025 in Review

Bristlecone Advisors held its McDonald's (MCD) position steady in Q3 2025 at 796 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #219.

Bristlecone Advisors first reported a position in MCD in Q3 2017 and has held it in 14 quarters since. The position peaked at $705K in Q4 2019. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Bristlecone Advisors held 796 shares of McDonald's worth $242K as of Q3 2025.
  • Bristlecone Advisors left its McDonald's share count unchanged in Q3 2025.
  • McDonald's made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #219 holding.
  • Bristlecone Advisors first reported a position in McDonald's in Q3 2017 and has held it in 14 quarters since.
  • Bristlecone Advisors's McDonald's position peaked at $705K in Q4 2019.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.