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

Everstar 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
Q2 		– Sell
-659
Closed -$206K – 199
2025
Q1 		$206K Sell
659
-32
-5% -$9.57K 0.14% 163
2024
Q4 		$200K Sell
691
-12
-2% -$3.58K 0.14% 167
2024
Q3 		$214K Buy
+703
New +$194K 0.15% 167

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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Everstar Asset Management's MCD Position: Q2 2025 in Review

Everstar Asset Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 659 shares — an estimated $206K sold.

Everstar Asset Management first reported a position in MCD in Q3 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2024. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • Everstar Asset Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • Everstar Asset Management sold 659 McDonald's shares in Q2 2025, an estimated $206K.
  • Everstar Asset Management first reported a position in McDonald's in Q3 2024 and held it in 3 quarters.
  • Everstar Asset Management's McDonald's position peaked at $214K in Q3 2024.
  • 3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Everstar Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.