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Callan Capital’s McDonald's MCD Stock Holding History

Callan 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 		$795K Buy
2,546
+272
+12% +$81.4K 0.06% 143
2024
Q4 		$659K Buy
2,274
+170
+8% +$50.7K 0.05% 146
2024
Q3 		$641K Buy
2,104
+561
+36% +$155K 0.04% 149
2024
Q2 		$393K Sell
1,543
-33
-2% -$8.76K 0.03% 193
2024
Q1 		$444K Buy
1,576
+176
+13% +$51.2K 0.04% 154
2023
Q4 		$415K Buy
1,400
+142
+11% +$38.6K 0.04% 141
2023
Q3 		$331K Buy
1,258
+100
+9% +$28.5K 0.04% 150
2023
Q2 		$346K Sell
1,158
-655
-36% -$190K 0.04% 133
2023
Q1 		$507K Sell
1,813
-102
-5% -$27.3K 0.06% 110
2022
Q4 		$505K Buy
1,915
+665
+53% +$175K 0.06% 105
2022
Q3 		$288K Buy
+1,250
New +$319K 0.05% 108

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

Callan Capital's MCD Position: Q1 2025 in Review

Callan Capital increased its McDonald's (MCD) stake by 12% in Q1 2025, buying an estimated $81.4K and bringing the position to 2,546 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #143.

Callan Capital first reported a position in MCD in Q3 2022 and has held it in 11 quarters since. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Callan Capital held 2,546 shares of McDonald's worth $795K as of Q1 2025.
  • Callan Capital bought 272 McDonald's shares in Q1 2025, an estimated $81.4K.
  • McDonald's made up 0.06% of Callan Capital's portfolio in Q1 2025, its #143 holding.
  • Callan Capital first reported a position in McDonald's in Q3 2022 and has held it in 11 quarters since.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.