CCM Investment Group’s McDonald's MCD Stock Holding History

CCM Investment 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 Q1	$4.5M	Sell	14,666 -785	-5%	-$235K	0.48%	51
2024 Q4	$4.47M	Buy	+15,451	New	+$4.61M	0.49%	45

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

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CCM Investment Group's MCD Position: Q1 2025 in Review

CCM Investment Group reduced its McDonald's (MCD) stake by 5.1% in Q1 2025, selling an estimated $235K and leaving 14,666 shares worth $4.5M. The position accounts for 0.48% of the portfolio, ranked #51.

CCM Investment Group first reported a position in MCD in Q4 2024 and has held it in 2 quarters since. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

CCM Investment Group held 14,666 shares of McDonald's worth $4.5M as of Q1 2025.
CCM Investment Group sold 785 McDonald's shares in Q1 2025, an estimated $235K.
McDonald's made up 0.48% of CCM Investment Group's portfolio in Q1 2025, its #51 holding.
CCM Investment Group first reported a position in McDonald's in Q4 2024 and has held it in 2 quarters since.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.