Cobblestone Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.98M | Buy |
6,516
+20
| +0.3% | +$6.09K | 0.1% | 91 |
|
|
2025
Q2 | $1.9M | Buy |
6,496
+5
| +0.1% | +$1.54K | 0.1% | 90 |
|
|
2025
Q1 | $2.03M | Buy |
6,491
+80
| +1% | +$23.9K | 0.11% | 81 |
|
|
2024
Q4 | $1.86M | Sell |
6,411
-1,824
| -22% | -$544K | 0.1% | 88 |
|
|
2024
Q3 | $2.51M | Buy |
8,235
+311
| +4% | +$85.7K | 0.14% | 65 |
|
|
2024
Q2 | $2.02M | Sell |
7,924
-50
| -0.6% | -$13.3K | 0.12% | 76 |
|
|
2024
Q1 | $2.25M | Buy |
7,974
+450
| +6% | +$131K | 0.14% | 71 |
|
|
2023
Q4 | $2.23M | Sell |
7,524
-100
| -1% | -$27.2K | 0.15% | 70 |
|
|
2023
Q3 | $2.01M | Buy |
7,624
+78
| +1% | +$22.2K | 0.15% | 69 |
|
|
2023
Q2 | $2.25M | Buy |
7,546
+22
| +0.3% | +$6.39K | 0.16% | 67 |
|
|
2023
Q1 | $2.1M | Sell |
7,524
-1,091
| -13% | -$292K | 0.16% | 70 |
|
|
2022
Q4 | $2.27M | Sell |
8,615
-91
| -1% | -$24K | 0.17% | 68 |
|
|
2022
Q3 | $2.01M | Hold |
8,706
| – | – | 0.17% | 65 |
|
|
2022
Q2 | $2.15M | Sell |
8,706
-83
| -0.9% | -$20.4K | 0.16% | 67 |
|
|
2022
Q1 | $2.17M | Buy |
8,789
+166
| +2% | +$41.4K | 0.15% | 69 |
|
|
2021
Q4 | $2.31M | Buy |
8,623
+507
| +6% | +$128K | 0.15% | 69 |
|
|
2021
Q3 | $1.96M | Buy |
8,116
+1,000
| +14% | +$239K | 0.13% | 76 |
|
|
2021
Q2 | $1.64M | Hold |
7,116
| – | – | 0.11% | 87 |
|
|
2021
Q1 | $1.59M | Sell |
7,116
-150
| -2% | -$32.1K | 0.12% | 88 |
|
|
2020
Q4 | $1.56M | Sell |
7,266
-20
| -0.3% | -$4.35K | 0.12% | 83 |
|
|
2020
Q3 | $1.6M | Buy |
7,286
+210
| +3% | +$43.1K | 0.14% | 76 |
|
|
2020
Q2 | $1.3M | Sell |
7,076
-160
| -2% | -$29.3K | 0.12% | 87 |
|
|
2020
Q1 | $1.2M | Hold |
7,236
| – | – | 0.13% | 84 |
|
|
2019
Q4 | $1.43M | Buy |
7,236
+617
| +9% | +$122K | 0.13% | 85 |
|
|
2019
Q3 | $1.42M | Sell |
6,619
-150
| -2% | -$32.2K | 0.14% | 79 |
|
|
2019
Q2 | $1.41M | Buy |
6,769
+4,963
| +275% | +$983K | 0.13% | 83 |
|
|
2019
Q1 | $343K | Sell |
1,806
-390
| -18% | -$70.8K | 0.03% | 185 |
|
|
2018
Q4 | $390K | Buy |
2,196
+1
| +0% | +$177 | 0.04% | 165 |
|
|
2018
Q3 | $367K | Buy |
2,195
+50
| +2% | +$8.01K | 0.03% | 182 |
|
|
2018
Q2 | $336K | Buy |
2,145
+10
| +0.5% | +$1.62K | 0.03% | 187 |
|
|
2018
Q1 | $334K | Buy |
2,135
+820
| +62% | +$135K | 0.03% | 187 |
|
|
2017
Q4 | $226K | Buy |
+1,315
| New | +$221K | 0.02% | 225 |
|
|
2014
Q4 | – | Sell |
-2,604
| Closed | -$247K | – | 167 |
|
|
2014
Q3 | $247K | Sell |
2,604
-88
| -3% | -$8.39K | 0.05% | 146 |
|
|
2014
Q2 | $271K | Buy |
+2,692
| New | +$272K | 0.05% | 141 |
|
Other funds holding MCD
Cobblestone Capital Advisors's MCD Position: Q3 2025 in Review
Cobblestone Capital Advisors increased its McDonald's (MCD) stake by 0.31% in Q3 2025, buying an estimated $6.09K and bringing the position to 6,516 shares worth $1.98M. The position accounts for 0.1% of the portfolio, ranked #91.
Cobblestone Capital Advisors first reported a position in MCD in Q2 2014 and has held it in 34 quarters since. The position peaked at $2.51M in Q3 2024. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.
- Cobblestone Capital Advisors held 6,516 shares of McDonald's worth $1.98M as of Q3 2025.
- Cobblestone Capital Advisors bought 20 McDonald's shares in Q3 2025, an estimated $6.09K.
- McDonald's made up 0.1% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #91 holding.
- Cobblestone Capital Advisors first reported a position in McDonald's in Q2 2014 and has held it in 34 quarters since.
- Cobblestone Capital Advisors's McDonald's position peaked at $2.51M in Q3 2024.
- 3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.
Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.