Catalina Capital Group’s McDonald's MCD Stock Holding History

Catalina Capital Group’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 Q2	–	Sell	-987	Closed	-$308K	–	190
2025 Q1	$308K	Sell	987 -1,425	-59%	-$426K	0.2%	102
2024 Q4	$699K	Buy	2,412 +45	+2%	+$13.4K	0.23%	89
2024 Q3	$721K	Buy	2,367 +311	+15%	+$85.7K	0.24%	86
2024 Q2	$524K	Buy	2,056 +6	+0.3%	+$1.59K	0.2%	108
2024 Q1	$578K	Buy	+2,050	New	+$596K	0.24%	84

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Catalina Capital Group's MCD Position: Q2 2025 in Review

Catalina Capital Group sold out of McDonald's (MCD) in Q2 2025, closing a stake of 987 shares — an estimated $308K sold.

Catalina Capital Group first reported a position in MCD in Q1 2024 and held it in 5 quarters. The position peaked at $721K in Q3 2024. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Catalina Capital Group reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Catalina Capital Group sold 987 McDonald's shares in Q2 2025, an estimated $308K.
Catalina Capital Group first reported a position in McDonald's in Q1 2024 and held it in 5 quarters.
Catalina Capital Group's McDonald's position peaked at $721K in Q3 2024.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Catalina Capital Group's 13F filing for Q2 2025, filed 21 Jul 2025.