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

Contravisory 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 		– Sell
-40
Closed -$12.2K – 400
2025
Q3 		$12.2K Buy
40
+29
+264% +$8.83K ﹤0.01% 342
2025
Q2 		$3.21K Buy
+11
New +$3.39K ﹤0.01% 354
2025
Q1 		– Sell
-20
Closed -$5.8K – 420
2024
Q4 		$5.8K Buy
+20
New +$5.96K ﹤0.01% 334
2024
Q3 		– Sell
-400
Closed -$102K – 380
2024
Q2 		$102K Sell
400
-24,128
-98% -$6.4M 0.02% 227
2024
Q1 		$6.92M Sell
24,528
-196
-0.8% -$57K 1.53% 37
2023
Q4 		$7.33M Sell
24,724
-532
-2% -$145K 1.8% 21
2023
Q3 		$6.65M Sell
25,256
-765
-3% -$218K 1.88% 21
2023
Q2 		$7.76M Buy
26,021
+23,362
+879% +$6.79M 2.05% 12
2023
Q1 		$743K Buy
2,659
+56
+2% +$15K 0.21% 55
2022
Q4 		$686K Buy
2,603
+492
+23% +$130K 0.19% 61
2022
Q3 		$487K Buy
2,111
+60
+3% +$15.3K 0.16% 68
2022
Q2 		$506K Buy
2,051
+287
+16% +$70.7K 0.16% 70
2022
Q1 		$436K Buy
+1,764
New +$439K 0.12% 109
2018
Q3 		– Sell
-235
Closed -$37K – 344
2018
Q2 		$37K Hold
235
– – 0.01% 223
2018
Q1 		$37K Buy
235
+135
+135% +$22.2K 0.01% 217
2017
Q4 		$17K Hold
100
– – 0.01% 234
2017
Q3 		$16K Buy
+100
New +$15.7K 0.01% 246
2016
Q3 		– Sell
-19
Closed -$2K – 310
2016
Q2 		$2K Hold
19
– – ﹤0.01% 180
2016
Q1 		$2K Hold
19
– – ﹤0.01% 168
2015
Q4 		$2K Buy
+19
New +$2.12K ﹤0.01% 175

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

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

Contravisory Investment Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 40 shares — an estimated $12.2K sold.

Contravisory Investment Management first reported a position in MCD in Q4 2015 and held it in 20 quarters. The position peaked at $7.76M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Contravisory Investment Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 40 McDonald's shares in Q4 2025, an estimated $12.2K.
  • Contravisory Investment Management first reported a position in McDonald's in Q4 2015 and held it in 20 quarters.
  • Contravisory Investment Management's McDonald's position peaked at $7.76M in Q2 2023.
  • 3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Contravisory Investment Management's 13F filing for Q4 2025, filed 12 Jan 2026.