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EFG Asset Management (Americas)’s McDonald's MCD Stock Holding History

EFG Asset Management (Americas)’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 		$6.66M Sell
21,925
-1,961
-8% -$597K 1.15% 23
2025
Q2 		$6.98M Sell
23,886
-4,420
-16% -$1.36M 1.29% 21
2025
Q1 		$8.84M Sell
28,306
-191
-0.7% -$57.1K 1.79% 12
2024
Q4 		$8.26M Sell
28,497
-390
-1% -$116K 1.61% 14
2024
Q3 		$8.8M Buy
28,887
+23,226
+410% +$6.4M 1.72% 13
2024
Q2 		$1.44M Buy
5,661
+1,684
+42% +$447K 0.28% 92
2024
Q1 		$1.12M Sell
3,977
-1,256
-24% -$365K 0.34% 78
2023
Q4 		$1.55M Sell
5,233
-149
-3% -$40.6K 0.33% 85
2023
Q3 		$1.42M Buy
5,382
+64
+1% +$18.3K 0.34% 86
2023
Q2 		$1.59M Sell
5,318
-71
-1% -$20.6K 0.37% 79
2023
Q1 		$1.51M Buy
5,389
+4
+0.1% +$1.07K 0.36% 82
2022
Q4 		$1.42M Buy
5,385
+264
+5% +$69.6K 0.35% 79
2022
Q3 		$1.18M Buy
5,121
+149
+3% +$38.1K 0.3% 82
2022
Q2 		$1.23M Buy
4,972
+550
+12% +$135K 0.29% 81
2022
Q1 		$1.09M Sell
4,422
-496
-10% -$124K 0.2% 86
2021
Q4 		$1.32M Sell
4,918
-761
-13% -$192K 0.22% 84
2021
Q3 		$1.37M Buy
5,679
+239
+4% +$57K 0.24% 82
2021
Q2 		$1.26M Buy
5,440
+117
+2% +$27.2K 0.23% 87
2021
Q1 		$1.19M Sell
5,323
-486
-8% -$104K 0.24% 87
2020
Q4 		$1.25M Buy
5,809
+55
+1% +$12K 0.25% 86
2020
Q3 		$1.26M Buy
+5,754
New +$1.18M 0.28% 83
2016
Q3 		– Sell
-7,034
Closed -$875K – 123
2016
Q2 		$875K Buy
7,034
+2,796
+66% +$350K 0.41% 52
2016
Q1 		$552K Buy
4,238
+1,804
+74% +$216K 0.28% 60
2015
Q4 		$288K Buy
+2,434
New +$272K 0.18% 71
2015
Q1 		– Sell
-259
Closed -$24K – 198
2014
Q4 		$24K Buy
+259
New +$24.2K 0.01% 170
2014
Q3 		– Sell
-267
Closed -$27K – 120
2014
Q2 		$27K Buy
+267
New +$27K 0.02% 99

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

EFG Asset Management (Americas)'s MCD Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its McDonald's (MCD) stake by 8.2% in Q3 2025, selling an estimated $597K and leaving 21,925 shares worth $6.66M. The position accounts for 1.15% of the portfolio, ranked #23.

EFG Asset Management (Americas) first reported a position in MCD in Q2 2014 and has held it in 26 quarters since. The position peaked at $8.84M in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • EFG Asset Management (Americas) held 21,925 shares of McDonald's worth $6.66M as of Q3 2025.
  • EFG Asset Management (Americas) sold 1,961 McDonald's shares in Q3 2025, an estimated $597K.
  • McDonald's made up 1.15% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #23 holding.
  • EFG Asset Management (Americas) first reported a position in McDonald's in Q2 2014 and has held it in 26 quarters since.
  • EFG Asset Management (Americas)'s McDonald's position peaked at $8.84M in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.