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Carderock Capital Management’s McDonald's MCD Stock Holding History

Carderock Capital 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
-175
Closed -$51.1K – 98
2025
Q2 		$51.1K Buy
+175
New +$54K 0.01% 112
2023
Q2 		– Sell
-415
Closed -$116K – 93
2023
Q1 		$116K Buy
+415
New +$111K 0.04% 74
2021
Q4 		– Sell
-265
Closed -$64K – 115
2021
Q3 		$64K Buy
+265
New +$63.3K 0.02% 106
2014
Q3 		– Sell
-2,717
Closed -$274K – 95
2014
Q2 		$274K Sell
2,717
-7,793
-74% -$787K 0.14% 87
2014
Q1 		$1.03M Sell
10,510
-14,335
-58% -$1.37M 0.52% 63
2013
Q4 		$2.41M Sell
24,845
-1,039
-4% -$99.8K 1.26% 32
2013
Q3 		$2.49M Sell
25,884
-296
-1% -$28.9K 1.44% 29
2013
Q2 		$2.59M Buy
+26,180
New +$2.62M 1.53% 27

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

Carderock Capital Management's MCD Position: Q3 2025 in Review

Carderock Capital Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 175 shares — an estimated $51.1K sold.

Carderock Capital Management first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $2.59M in Q2 2013. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Carderock Capital Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 175 McDonald's shares in Q3 2025, an estimated $51.1K.
  • Carderock Capital Management first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
  • Carderock Capital Management's McDonald's position peaked at $2.59M in Q2 2013.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.