Court Place Advisors’s McDonald's MCD Stock Holding History

Court Place Advisors’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 Q3	$1.68M	Sell	5,519 -66	-1%	-$20.1K	0.51%	47
2025 Q2	$1.63M	Sell	5,585 -201	-3%	-$62K	0.51%	42
2025 Q1	$1.81M	Buy	5,786 +330	+6%	+$98.7K	0.6%	41
2024 Q4	$1.58M	Sell	5,456 -63	-1%	-$18.8K	0.51%	43
2024 Q3	$1.68M	Sell	5,519 -50	-0.9%	-$13.8K	0.49%	47
2024 Q2	$1.42M	Buy	5,569 +753	+16%	+$200K	0.45%	52
2024 Q1	$1.36M	Hold	4,816	–	–	0.44%	55
2023 Q4	$1.43M	Hold	4,816	–	–	0.47%	53
2023 Q3	$1.27M	Hold	4,816	–	–	0.45%	59
2023 Q2	$1.44M	Hold	4,816	–	–	0.5%	52
2023 Q1	$1.35M	Hold	4,816	–	–	0.49%	52
2022 Q4	$1.27M	Buy	4,816 +74	+2%	+$19.5K	0.46%	56
2022 Q3	$1.09M	Hold	4,742	–	–	0.44%	60
2022 Q2	$1.17M	Hold	4,742	–	–	0.44%	62
2022 Q1	$1.17M	Sell	4,742 -500	-10%	-$125K	0.38%	70
2021 Q4	$1.41M	Hold	5,242	–	–	0.39%	68
2021 Q3	$1.26M	Hold	5,242	–	–	0.37%	68
2021 Q2	$1.21M	Hold	5,242	–	–	0.35%	73
2021 Q1	$1.18M	Sell	5,242 -84	-2%	-$18K	0.36%	72
2020 Q4	$1.14M	Hold	5,326	–	–	0.38%	70
2020 Q3	$1.17M	Sell	5,326 -75	-1%	-$15.4K	0.44%	62
2020 Q2	$996K	Sell	5,401 -27	-0.5%	-$4.95K	0.39%	67
2020 Q1	$898K	Sell	5,428 -250	-4%	-$49.3K	0.4%	64
2019 Q4	$1.12M	Hold	5,678	–	–	0.4%	63
2019 Q3	$1.22M	Sell	5,678 -150	-3%	-$32.2K	0.47%	56
2019 Q2	$1.21M	Hold	5,828	–	–	0.48%	54
2019 Q1	$1.11M	Sell	5,828 -20	-0.3%	-$3.63K	0.45%	58
2018 Q4	$1.04M	Hold	5,848	–	–	0.47%	57
2018 Q3	$978K	Sell	5,848 -109	-2%	-$17.5K	0.37%	67
2018 Q2	$933K	Sell	5,957 -75	-1%	-$12.2K	0.39%	66
2018 Q1	$943K	Buy	6,032 +375	+7%	+$61.7K	0.39%	63
2017 Q4	$974K	Hold	5,657	–	–	0.4%	63
2017 Q3	$886K	Sell	5,657 -200	-3%	-$31.3K	0.39%	63
2017 Q2	$897K	Sell	5,857 -100	-2%	-$14.5K	0.43%	62
2017 Q1	$772K	Buy	5,957 +147	+3%	+$18.4K	0.38%	66
2016 Q4	$707K	Buy	5,810 +409	+8%	+$48K	0.37%	68
2016 Q3	$623K	Hold	5,401	–	–	0.35%	68
2016 Q2	$650K	Hold	5,401	–	–	0.38%	64
2016 Q1	$679K	Hold	5,401	–	–	0.42%	59
2015 Q4	$638K	Sell	5,401 -5,108	-49%	-$571K	0.41%	58
2015 Q3	$1.03M	Sell	10,509 -900	-8%	-$87.7K	0.72%	41
2015 Q2	$1.08M	Sell	11,409 -35	-0.3%	-$3.38K	0.69%	43
2015 Q1	$1.11M	Sell	11,444 -100	-0.9%	-$9.49K	0.71%	42
2014 Q4	$1.08M	Buy	11,544 +18	+0.2%	+$1.69K	0.7%	44
2014 Q3	$1.09M	Buy	11,526 +1,100	+11%	+$105K	0.74%	41
2014 Q2	$1.05M	Hold	10,426	–	–	0.73%	43
2014 Q1	$1.02M	Buy	10,426 +775	+8%	+$74.1K	0.74%	44
2013 Q4	$936K	Buy	+9,651	New	+$927K	0.72%	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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Court Place Advisors's MCD Position: Q3 2025 in Review

Court Place Advisors reduced its McDonald's (MCD) stake by 1.2% in Q3 2025, selling an estimated $20.1K and leaving 5,519 shares worth $1.68M. The position accounts for 0.51% of the portfolio, ranked #47.

Court Place Advisors first reported a position in MCD in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.81M in Q1 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Court Place Advisors held 5,519 shares of McDonald's worth $1.68M as of Q3 2025.
Court Place Advisors sold 66 McDonald's shares in Q3 2025, an estimated $20.1K.
McDonald's made up 0.51% of Court Place Advisors's portfolio in Q3 2025, its #47 holding.
Court Place Advisors first reported a position in McDonald's in Q4 2013 and has held it in 48 quarters since.
Court Place Advisors's McDonald's position peaked at $1.81M in Q1 2025.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.