CFO
MCD icon

Custos Family Office’s McDonald's MCD Stock Holding History

Custos Family Office’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 		$210K Sell
687
-16
-2% -$4.9K 0.14% 58
2025
Q3 		$214K Buy
+703
New +$214K 0.12% 62

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

Custos Family Office's MCD Position: Q4 2025 in Review

Custos Family Office reduced its McDonald's (MCD) stake by 2.3% in Q4 2025, selling an estimated $4.9K and leaving 687 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #58.

Custos Family Office first reported a position in MCD in Q3 2025 and has held it in 2 quarters since. The position peaked at $214K in Q3 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Custos Family Office held 687 shares of McDonald's worth $210K as of Q4 2025.
  • Custos Family Office sold 16 McDonald's shares in Q4 2025, an estimated $4.9K.
  • McDonald's made up 0.14% of Custos Family Office's portfolio in Q4 2025, its #58 holding.
  • Custos Family Office first reported a position in McDonald's in Q3 2025 and has held it in 2 quarters since.
  • Custos Family Office's McDonald's position peaked at $214K in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.