CIBC Private Wealth Group
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CIBC Private Wealth Group’s McDonald's MCD Stock Holding History

CIBC Private Wealth 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
Q4 		$341M Sell
1,114,425
-13,478
-1% -$4.13M 0.58% 40
2025
Q3 		$343M Sell
1,127,903
-12,640
-1% -$3.85M 0.59% 40
2025
Q2 		$333M Buy
1,140,543
+4,633
+0.4% +$1.43M 0.6% 44
2025
Q1 		$341M Buy
1,135,910
+5,750
+0.5% +$1.72M 0.72% 32
2024
Q4 		$324M Sell
1,130,160
-28,416
-2% -$8.47M 0.59% 45
2024
Q3 		$353M Buy
1,158,576
+6,736
+0.6% +$1.86M 0.63% 41
2024
Q2 		$285M Sell
1,151,840
-8,947
-0.8% -$2.37M 0.54% 50
2024
Q1 		$325M Buy
1,160,787
+369,148
+47% +$107M 0.64% 41
2023
Q4 		$235M Buy
791,639
+670,261
+552% +$182M 0.5% 61
2023
Q3 		$32M Sell
121,378
-6,361
-5% -$1.81M 0.08% 209
2023
Q2 		$38.1M Buy
127,739
+78
+0.1% +$22.7K 0.08% 195
2023
Q1 		$30.8M Sell
127,661
-13,903
-10% -$3.72M 0.07% 208
2022
Q4 		$22.4M Sell
141,564
-988
-0.7% -$261K 0.08% 166
2022
Q3 		$32.9M Sell
142,552
-3,770
-3% -$964K 0.09% 167
2022
Q2 		$36.1M Sell
146,322
-142,250
-49% -$35M 0.09% 164
2022
Q1 		$71.4M Buy
288,572
+14,391
+5% +$3.58M 0.16% 127
2021
Q4 		$73.5M Buy
274,181
+7,355
+3% +$1.86M 0.15% 128
2021
Q3 		$64.3M Sell
266,826
-10,137
-4% -$2.42M 0.15% 132
2021
Q2 		$64M Buy
276,963
+3,374
+1% +$785K 0.15% 134
2021
Q1 		$61.3M Sell
273,589
-6,623
-2% -$1.42M 0.15% 138
2020
Q4 		$60.1M Buy
280,212
+10,196
+4% +$2.22M 0.16% 131
2020
Q3 		$59.1M Buy
270,016
+175,291
+185% +$36M 0.18% 117
2020
Q2 		$17.5M Sell
94,725
-160,168
-63% -$29.4M 0.08% 159
2020
Q1 		$42.1M Buy
254,893
+4,153
+2% +$818K 0.18% 116
2019
Q4 		$49.5M Sell
250,740
-546
-0.2% -$108K 0.16% 125
2019
Q3 		$54M Buy
251,286
+4,607
+2% +$988K 0.19% 121
2019
Q2 		$51.2M Sell
246,679
-2,942
-1% -$583K 0.18% 129
2019
Q1 		$47.4M Sell
249,621
-4,121
-2% -$748K 0.18% 134
2018
Q4 		$45.1M Buy
253,742
+5,629
+2% +$998K 0.2% 130
2018
Q3 		$41.5M Sell
248,113
-6,432
-3% -$1.03M 0.16% 148
2018
Q2 		$39.9M Sell
254,545
-5,403
-2% -$876K 0.16% 144
2018
Q1 		$40.7M Sell
259,948
-12,626
-5% -$2.08M 0.18% 141
2017
Q4 		$46.9M Buy
272,574
+140,700
+107% +$23.6M 0.2% 136
2017
Q3 		$20.7M Buy
131,874
+36,594
+38% +$5.74M 0.09% 189
2017
Q2 		$14.6M Sell
95,280
-228
-0.2% -$33K 0.09% 168
2017
Q1 		$12.4M Sell
95,508
-1,642
-2% -$206K 0.08% 189
2016
Q4 		$11.8M Sell
97,150
-3,362
-3% -$394K 0.08% 193
2016
Q3 		$11.6M Buy
100,512
+4,438
+5% +$526K 0.08% 191
2016
Q2 		$11.6M Buy
96,074
+306
+0.3% +$38.3K 0.08% 181
2016
Q1 		$12M Buy
95,768
+283
+0.3% +$33.8K 0.09% 166
2015
Q4 		$11.3M Sell
95,485
-2,338
-2% -$261K 0.09% 181
2015
Q3 		$9.64M Sell
97,823
-4,472
-4% -$436K 0.08% 195
2015
Q2 		$9.72M Buy
102,295
+125
+0.1% +$12.1K 0.07% 213
2015
Q1 		$9.96M Sell
102,170
-1,339
-1% -$127K 0.07% 201
2014
Q4 		$9.7M Sell
103,509
-33,884
-25% -$3.17M 0.07% 192
2014
Q3 		$13M Sell
137,393
-44,043
-24% -$4.2M 0.1% 159
2014
Q2 		$18.3M Sell
181,436
-577,848
-76% -$58.3M 0.15% 137
2014
Q1 		$74.1M Buy
+759,284
New +$72.6M 0.63% 47

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

CIBC Private Wealth Group's MCD Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its McDonald's (MCD) stake by 1.2% in Q4 2025, selling an estimated $4.13M and leaving 1,114,425 shares worth $341M. The position accounts for 0.58% of the portfolio, ranked #40.

CIBC Private Wealth Group first reported a position in MCD in Q1 2014 and has held it in 48 quarters since. The position peaked at $353M in Q3 2024. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • CIBC Private Wealth Group held 1,114,425 shares of McDonald's worth $341M as of Q4 2025.
  • CIBC Private Wealth Group sold 13,478 McDonald's shares in Q4 2025, an estimated $4.13M.
  • McDonald's made up 0.58% of CIBC Private Wealth Group's portfolio in Q4 2025, its #40 holding.
  • CIBC Private Wealth Group first reported a position in McDonald's in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's McDonald's position peaked at $353M in Q3 2024.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.