DCM
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Disciplina Capital Management’s McDonald's MCD Stock Holding History

Disciplina Capital 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
Q1 		– Sell
-9
Closed -$2.61K – 72
2024
Q4 		$2.61K Hold
9
– – ﹤0.01% 68
2024
Q3 		$2.74K Sell
9
-280
-97% -$77.2K ﹤0.01% 67
2024
Q2 		$73.5K Buy
289
+1
+0.3% +$265 0.01% 48
2024
Q1 		$81.3K Hold
288
– – 0.01% 48
2023
Q4 		$85.5K Hold
288
– – 0.02% 47
2023
Q3 		$75.9K Hold
288
– – 0.02% 48
2023
Q2 		$86K Buy
288
+186
+182% +$54K 0.02% 46
2023
Q1 		$28.5K Sell
102
-10
-9% -$2.68K 0.01% 43
2022
Q4 		$29.5K Hold
112
– – 0.01% 48
2022
Q3 		$25.8K Buy
+112
New +$28.6K 0.01% 46

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Disciplina Capital Management's MCD Position: Q1 2025 in Review

Disciplina Capital Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 9 shares — an estimated $2.61K sold.

Disciplina Capital Management first reported a position in MCD in Q3 2022 and held it in 10 quarters. The position peaked at $86K in Q2 2023. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Disciplina Capital Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Disciplina Capital Management sold 9 McDonald's shares in Q1 2025, an estimated $2.61K.
  • Disciplina Capital Management first reported a position in McDonald's in Q3 2022 and held it in 10 quarters.
  • Disciplina Capital Management's McDonald's position peaked at $86K in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Disciplina Capital Management's 13F filing for Q1 2025, filed 14 May 2025.