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Centerstone Investors’s McDonald's MCD Stock Holding History

Centerstone Investors’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 		$655K Hold
2,142
– – 2.06% 18
2025
Q3 		$651K Hold
2,142
– – 2.32% 15
2025
Q2 		$626K Hold
2,142
– – 2.57% 18
2025
Q1 		$669K Sell
2,142
-6,027
-74% -$1.8M 1.59% 16
2024
Q4 		$2.37M Sell
8,169
-86
-1% -$25.6K 2.22% 16
2024
Q3 		$2.51M Sell
8,255
-1,339
-14% -$369K 2.44% 15
2024
Q2 		$2.44M Sell
9,594
-142
-1% -$37.7K 2.04% 21
2024
Q1 		$2.75M Hold
9,736
– – 2.12% 17
2023
Q4 		$2.89M Buy
9,736
+342
+4% +$93.1K 2.96% 14
2023
Q3 		$2.47M Hold
9,394
– – 2.53% 15
2023
Q2 		$2.8M Hold
9,394
– – 2.79% 14
2023
Q1 		$2.63M Buy
9,394
+1,350
+17% +$362K 3.09% 13
2022
Q4 		$2.12M Buy
8,044
+450
+6% +$119K 3.1% 14
2022
Q3 		$1.75M Sell
7,594
-1,035
-12% -$265K 2.87% 11
2022
Q2 		$2.13M Hold
8,629
– – 2.45% 15
2022
Q1 		$2.13M Sell
8,629
-8,500
-50% -$2.12M 2.21% 17
2021
Q4 		$4.59M Hold
17,129
– – 4.04% 10
2021
Q3 		$4.13M Hold
17,129
– – 3.96% 11
2021
Q2 		$3.96M Hold
17,129
– – 4.15% 10
2021
Q1 		$3.84M Hold
17,129
– – 3.81% 12
2020
Q4 		$3.68M Hold
17,129
– – 3.55% 10
2020
Q3 		$3.76M Hold
17,129
– – 3.84% 10
2020
Q2 		$3.16M Hold
17,129
– – 3.05% 17
2020
Q1 		$2.83M Buy
17,129
+4,836
+39% +$953K 2.57% 19
2019
Q4 		$2.43M Buy
12,293
+1,757
+17% +$349K 1.74% 18
2019
Q3 		$2.26M Hold
10,536
– – 1.55% 24
2019
Q2 		$2.19M Hold
10,536
– – 1.37% 29
2019
Q1 		$2M Hold
10,536
– – 1.43% 28
2018
Q4 		$1.87M Buy
+10,536
New +$1.87M 1.7% 27

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centerstone Investors's MCD Position: Q4 2025 in Review

Centerstone Investors held its McDonald's (MCD) position steady in Q4 2025 at 2,142 shares worth $655K. The position accounts for 2.06% of the portfolio, ranked #18.

Centerstone Investors first reported a position in MCD in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.59M in Q4 2021. 3,580 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Centerstone Investors held 2,142 shares of McDonald's worth $655K as of Q4 2025.
  • Centerstone Investors left its McDonald's share count unchanged in Q4 2025.
  • McDonald's made up 2.06% of Centerstone Investors's portfolio in Q4 2025, its #18 holding.
  • Centerstone Investors first reported a position in McDonald's in Q4 2018 and has held it in 29 quarters since.
  • Centerstone Investors's McDonald's position peaked at $4.59M in Q4 2021.
  • 3,580 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Centerstone Investors's 13F filing for Q4 2025, filed 30 Jan 2026.