Cypress Asset Management’s McDonald's MCD Stock Holding History

Cypress Asset 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	$2.13M	Sell	6,980 -170	-2%	-$52.1K	0.47%	49
2025 Q3	$2.17M	Hold	7,150	–	–	0.49%	48
2025 Q2	$2.09M	Hold	7,150	–	–	0.5%	47
2025 Q1	$2.23M	Sell	7,150 -275	-4%	-$82.3K	0.6%	43
2024 Q4	$2.18M	Sell	7,425 -118	-2%	-$35.2K	0.54%	47
2024 Q3	$2.3M	Buy	7,543 +100	+1%	+$27.6K	0.57%	47
2024 Q2	$1.96M	Buy	7,443 +10	+0.1%	+$2.65K	0.5%	51
2024 Q1	$2.17M	Sell	7,433 -307	-4%	-$89.3K	0.59%	48
2023 Q4	$2.29M	Sell	7,740 -30	-0.4%	-$8.16K	0.69%	42
2023 Q3	$2.05M	Buy	7,770 +250	+3%	+$71.3K	0.68%	43
2023 Q2	$2.24M	Sell	7,520 -265	-3%	-$77K	0.72%	44
2023 Q1	$2.18M	Sell	7,785 -35	-0.4%	-$9.38K	0.75%	42
2022 Q4	$2.06M	Sell	7,820 -265	-3%	-$69.9K	0.75%	46
2022 Q3	$1.87M	Hold	8,085	–	–	0.71%	45
2022 Q2	$2M	Hold	8,085	–	–	0.71%	46
2022 Q1	$2M	Sell	8,085 -1,015	-11%	-$253K	0.59%	53
2021 Q4	$2.44M	Sell	9,100 -515	-5%	-$130K	0.58%	58
2021 Q3	$2.32M	Hold	9,615	–	–	0.6%	53
2021 Q2	$2.22M	Sell	9,615 -145	-1%	-$33.7K	0.57%	56
2021 Q1	$2.19M	Buy	9,760 +50	+0.5%	+$10.7K	0.61%	57
2020 Q4	$2.08M	Sell	9,710 -45	-0.5%	-$9.79K	0.58%	57
2020 Q3	$2.14M	Sell	9,755 -100	-1%	-$20.5K	0.67%	54
2020 Q2	$1.82M	Sell	9,855 -315	-3%	-$57.8K	0.61%	56
2020 Q1	$1.68M	Sell	10,170 -230	-2%	-$45.3K	0.73%	48
2019 Q4	$2.06M	Sell	10,400 -2,410	-19%	-$478K	0.7%	48
2019 Q3	$2.75M	Sell	12,810 -260	-2%	-$55.7K	0.95%	31
2019 Q2	$2.71M	Sell	13,070 -85	-0.6%	-$16.8K	0.93%	34
2019 Q1	$2.5M	Sell	13,155 -1,110	-8%	-$201K	0.85%	37
2018 Q4	$2.53M	Sell	14,265 -975	-6%	-$173K	0.95%	32
2018 Q3	$2.55M	Sell	15,240 -1,560	-9%	-$250K	0.75%	44
2018 Q2	$2.63M	Buy	16,800 +555	+3%	+$90K	0.78%	43
2018 Q1	$2.54M	Sell	16,245 -8,359	-34%	-$1.38M	0.74%	46
2017 Q4	$4.24M	Sell	24,604 -1,340	-5%	-$225K	0.91%	38
2017 Q3	$4.07M	Sell	25,944 -2,330	-8%	-$365K	0.87%	38
2017 Q2	$4.33M	Buy	28,274 +16,315	+136%	+$2.36M	0.89%	38
2017 Q1	$1.55M	Sell	11,959 -800	-6%	-$100K	0.3%	88
2016 Q4	$1.55M	Sell	12,759 -31	-0.2%	-$3.63K	0.3%	87
2016 Q3	$1.48M	Sell	12,790 -350	-3%	-$41.5K	0.29%	88
2016 Q2	$1.58M	Sell	13,140 -602	-4%	-$75.4K	0.31%	89
2016 Q1	$1.73M	Sell	13,742 -299	-2%	-$35.7K	0.35%	82
2015 Q4	$1.66M	Buy	14,041 +2,689	+24%	+$301K	0.33%	82
2015 Q3	$1.12M	Sell	11,352 -21,368	-65%	-$2.08M	0.24%	97
2015 Q2	$3.11M	Sell	32,720 -2,748	-8%	-$266K	0.58%	55
2015 Q1	$3.46M	Sell	35,468 -8,587	-19%	-$815K	0.65%	55
2014 Q4	$4.13M	Sell	44,055 -19,640	-31%	-$1.84M	0.76%	48
2014 Q3	$6.04M	Sell	63,695 -3,506	-5%	-$334K	1.09%	28
2014 Q2	$6.77M	Sell	67,201 -5,945	-8%	-$600K	1.17%	26
2014 Q1	$7.17M	Sell	73,146 -6,758	-8%	-$646K	1.3%	22
2013 Q4	$7.75M	Sell	79,904 -1,324	-2%	-$127K	1.35%	22
2013 Q3	$7.82M	Sell	81,228 -2,438	-3%	-$238K	1.45%	22
2013 Q2	$8.28M	Buy	+83,666	New	+$8.38M	1.54%	20

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Cypress Asset Management's MCD Position: Q4 2025 in Review

Cypress Asset Management reduced its McDonald's (MCD) stake by 2.4% in Q4 2025, selling an estimated $52.1K and leaving 6,980 shares worth $2.13M. The position accounts for 0.47% of the portfolio, ranked #49.

Cypress Asset Management first reported a position in MCD in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.28M in Q2 2013. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Cypress Asset Management held 6,980 shares of McDonald's worth $2.13M as of Q4 2025.
Cypress Asset Management sold 170 McDonald's shares in Q4 2025, an estimated $52.1K.
McDonald's made up 0.47% of Cypress Asset Management's portfolio in Q4 2025, its #49 holding.
Cypress Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 51 quarters since.
Cypress Asset Management's McDonald's position peaked at $8.28M in Q2 2013.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.