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CCLA Investment Management’s McDonald's MCD Stock Holding History

CCLA Investment 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
Q4 		$93.1M Sell
304,737
-5,698
-2% -$1.75M 1.49% 37
2025
Q3 		$94.4M Sell
310,435
-56,389
-15% -$17.2M 1.51% 37
2025
Q2 		$107K Sell
366,824
-4,405
-1% -$1.36M 0.09% 32
2025
Q1 		$116M Sell
371,229
-50,004
-12% -$15M 2.05% 24
2024
Q4 		$122M Buy
421,233
+21,153
+5% +$6.31M 1.94% 24
2024
Q3 		$103M Hold
400,080
– – 1.59% 34
2024
Q2 		$103M Buy
400,080
+39,743
+11% +$10.5M 1.59% 34
2024
Q1 		$102M Buy
360,337
+71,200
+25% +$20.7M 1.56% 33
2023
Q4 		$85.6M Buy
289,137
+62,593
+28% +$17M 1.4% 40
2023
Q3 		$59.7M Buy
226,544
+6,134
+3% +$1.75M 1.11% 50
2023
Q2 		$65.7M Buy
220,410
+680
+0.3% +$198K 1.17% 48
2023
Q1 		$61.4M Sell
219,730
-43,485
-17% -$11.7M 1.21% 42
2022
Q4 		$69.4M Sell
263,215
-30,566
-10% -$8.06M 1.57% 32
2022
Q3 		$67.9M Buy
+293,781
New +$75.1M 1.64% 28
2022
Q1 		$77.2M Sell
312,292
-4,721
-1% -$1.18M 1.39% 36
2021
Q4 		$85M Sell
317,013
-17,711
-5% -$4.47M 1.39% 40
2021
Q3 		$80.7M Buy
334,724
+2,093
+0.6% +$500K 1.34% 40
2021
Q2 		$76.8K Buy
332,631
+2,595
+0.8% +$604K 0.93% 40
2021
Q1 		$74M Buy
330,036
+10,350
+3% +$2.21M 1.48% 33
2020
Q4 		$68M Buy
319,686
+2,763
+0.9% +$601K 1.53% 31
2020
Q3 		$69.5M Sell
316,923
-9,785
-3% -$2.01M 1.88% 23
2020
Q2 		$60.2M Buy
+326,708
New +$59.9M 1.88% 22

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

CCLA Investment Management's MCD Position: Q4 2025 in Review

CCLA Investment Management reduced its McDonald's (MCD) stake by 1.8% in Q4 2025, selling an estimated $1.75M and leaving 304,737 shares worth $93.1M. The position accounts for 1.49% of the portfolio, ranked #37.

CCLA Investment Management first reported a position in MCD in Q2 2020 and has held it in 22 quarters since. The position peaked at $122M in Q4 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • CCLA Investment Management held 304,737 shares of McDonald's worth $93.1M as of Q4 2025.
  • CCLA Investment Management sold 5,698 McDonald's shares in Q4 2025, an estimated $1.75M.
  • McDonald's made up 1.49% of CCLA Investment Management's portfolio in Q4 2025, its #37 holding.
  • CCLA Investment Management first reported a position in McDonald's in Q2 2020 and has held it in 22 quarters since.
  • CCLA Investment Management's McDonald's position peaked at $122M in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.