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Cumberland Partners’s McDonald's MCD Stock Holding History

Cumberland Partners’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 		– Sell
-10,405
Closed -$3.04M – 178
2025
Q2 		$3.04M Buy
+10,405
New +$3.21M 0.21% 78
2024
Q2 		– Sell
-11,766
Closed -$3.32M – 191
2024
Q1 		$3.32M Buy
11,766
+4,170
+55% +$1.21M 0.24% 73
2023
Q4 		$2.21M Sell
7,596
-9,270
-55% -$2.52M 0.2% 84
2023
Q3 		$4.44M Hold
16,866
– – 0.43% 53
2023
Q2 		$5.03M Buy
+16,866
New +$4.9M 0.46% 53
2021
Q3 		– Sell
-2,541
Closed -$587K – 198
2021
Q2 		$587K Buy
2,541
+20
+0.8% +$4.65K 0.05% 136
2021
Q1 		$565K Sell
2,521
-687
-21% -$147K 0.05% 149
2020
Q4 		$688K Sell
3,208
-340
-10% -$73.9K 0.06% 131
2020
Q3 		$779K Hold
3,548
– – 0.08% 113
2020
Q2 		$654K Sell
3,548
-2,950
-45% -$541K 0.07% 128
2020
Q1 		$1.07M Buy
6,498
+550
+9% +$108K 0.13% 95
2019
Q4 		$1.18M Buy
5,948
+350
+6% +$69.4K 0.1% 108
2019
Q3 		$1.2M Buy
5,598
+757
+16% +$162K 0.12% 94
2019
Q2 		$1M Sell
4,841
-147
-3% -$29.1K 0.1% 105
2019
Q1 		$948K Buy
4,988
+250
+5% +$45.4K 0.1% 104
2018
Q4 		$841K Buy
4,738
+2,027
+75% +$359K 0.1% 103
2018
Q3 		$454K Sell
2,711
-187
-6% -$30K 0.04% 143
2018
Q2 		$454K Buy
+2,898
New +$470K 0.05% 148

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cumberland Partners's MCD Position: Q3 2025 in Review

Cumberland Partners sold out of McDonald's (MCD) in Q3 2025, closing a stake of 10,405 shares — an estimated $3.04M sold.

Cumberland Partners first reported a position in MCD in Q2 2018 and held it in 18 quarters. The position peaked at $5.03M in Q2 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Cumberland Partners reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Cumberland Partners sold 10,405 McDonald's shares in Q3 2025, an estimated $3.04M.
  • Cumberland Partners first reported a position in McDonald's in Q2 2018 and held it in 18 quarters.
  • Cumberland Partners's McDonald's position peaked at $5.03M in Q2 2023.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Cumberland Partners's 13F filing for Q3 2025, filed 7 Nov 2025.