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Caption Management’s McDonald's MCD Stock Holding History

Caption 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
Q3 		– Sell
-60,000
Closed -$17.5M – 1892
2025
Q2 		$17.5M Buy
60,000
+1,000
+2% +$308K 0.19% 107
2025
Q1 		$18.4M Buy
59,000
+9,000
+18% +$2.69M 0.18% 105
2024
Q4 		$14.5M Buy
+50,000
New +$14.9M 0.14% 123
2022
Q4 		– Sell
-3,600
Closed -$830K – 1538
2022
Q3 		$830K Sell
3,600
-21,400
-86% -$5.47M 0.01% 927
2022
Q2 		$6.17M Buy
+25,000
New +$6.16M 0.09% 292
2022
Q1 		– Sell
-10,000
Closed -$2.68M – 1747
2021
Q4 		$2.68M Buy
+10,000
New +$2.52M 0.03% 682
2019
Q1 		– Sell
-65,700
Closed -$11.7M – 670
2018
Q4 		$11.7M Buy
+65,700
New +$11.7M 0.93% 15

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

Caption Management's MCD Position: Q2 2025 in Review

Caption Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 16,000 shares — an estimated $4.93M sold.

Caption Management first reported a position in MCD in Q4 2018 and held it in 10 quarters. The position peaked at $5M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Caption Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Caption Management sold 16,000 McDonald's shares in Q2 2025, an estimated $4.93M.
  • Caption Management first reported a position in McDonald's in Q4 2018 and held it in 10 quarters.
  • Caption Management's McDonald's position peaked at $5M in Q1 2025.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Caption Management's 13F filing for Q2 2025, filed 14 Aug 2025.