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Castleview Partners’s McDonald's MCD Stock Holding History

Castleview Partners’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 		– Sell
-726
Closed -$212K – 409
2024
Q4 		$212K Buy
726
+86
+13% +$25.6K 0.11% 181
2024
Q3 		$195K Buy
640
+2
+0.3% +$551 0.11% 175
2024
Q2 		$163K Sell
638
-449
-41% -$119K 0.09% 191
2024
Q1 		$306K Buy
1,087
+171
+19% +$49.7K 0.17% 134
2023
Q4 		$272K Buy
916
+236
+35% +$64.2K 0.19% 114
2023
Q3 		$179K Buy
680
+166
+32% +$47.3K 0.17% 125
2023
Q2 		$153K Sell
514
-306
-37% -$88.9K 0.14% 136
2023
Q1 		$229K Buy
820
+23
+3% +$6.16K 0.2% 115
2022
Q4 		$210K Buy
797
+48
+6% +$12.7K 0.2% 116
2022
Q3 		$173K Buy
749
+728
+3,467% +$186K 0.17% 133
2022
Q2 		$6.85K Sell
21
-1,692
-99% -$417K 0.01% 502
2022
Q1 		$423K Sell
1,713
-867,446
-100% -$216M 0.26% 77
2021
Q4 		$3.24K Buy
+869,159
New +$219M 0.03% 215
2021
Q2 		$433K Buy
+1,876
New +$437K 0.19% 109
2018
Q1 		$339K Buy
+2,168
New +$357K 0.28% 81

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

Castleview Partners's MCD Position: Q1 2025 in Review

Castleview Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 726 shares — an estimated $212K sold.

Castleview Partners first reported a position in MCD in Q1 2018 and held it in 15 quarters. The position peaked at $433K in Q2 2021. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Castleview Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 726 McDonald's shares in Q1 2025, an estimated $212K.
  • Castleview Partners first reported a position in McDonald's in Q1 2018 and held it in 15 quarters.
  • Castleview Partners's McDonald's position peaked at $433K in Q2 2021.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.