Family Capital Trust’s McDonald's MCD Stock Holding History

Family Capital Trust’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	–	Sell	-1,550	Closed	-$453K	–	94
2025 Q2	$453K	Sell	1,550 -237	-13%	-$73.1K	0.16%	39
2025 Q1	$558K	Hold	1,787	–	–	0.2%	35
2024 Q4	$518K	Hold	1,787	–	–	0.18%	33
2024 Q3	$544K	Hold	1,787	–	–	0.17%	34
2024 Q2	$455K	Hold	1,787	–	–	0.15%	35
2024 Q1	$504K	Sell	1,787 -237	-12%	-$68.9K	0.17%	34
2023 Q4	$600K	Hold	2,024	–	–	0.19%	35
2023 Q3	$533K	Hold	2,024	–	–	0.19%	31
2023 Q2	$604K	Sell	2,024 -176	-8%	-$51.1K	0.21%	32
2023 Q1	$615K	Hold	2,200	–	–	0.24%	32
2022 Q4	$580K	Hold	2,200	–	–	0.24%	31
2022 Q3	$508K	Hold	2,200	–	–	0.23%	31
2022 Q2	$543K	Hold	2,200	–	–	0.22%	32
2022 Q1	$544K	Hold	2,200	–	–	0.18%	32
2021 Q4	$590K	Sell	2,200 -50	-2%	-$12.6K	0.17%	33
2021 Q3	$542K	Hold	2,250	–	–	0.15%	32
2021 Q2	$520K	Sell	2,250 -250	-10%	-$58.2K	0.15%	32
2021 Q1	$560K	Hold	2,500	–	–	0.18%	32
2020 Q4	$536K	Hold	2,500	–	–	0.17%	32
2020 Q3	$549K	Hold	2,500	–	–	0.18%	32
2020 Q2	$461K	Hold	2,500	–	–	0.16%	36
2020 Q1	$485K	Hold	2,500	–	–	0.19%	33
2019 Q4	$494K	Hold	2,500	–	–	0.19%	33
2019 Q3	$537K	Hold	2,500	–	–	0.22%	32
2019 Q2	$519K	Sell	2,500 -175	-7%	-$34.7K	0.21%	33
2019 Q1	$508K	Sell	2,675 -275	-9%	-$49.9K	0.21%	34
2018 Q4	$524K	Sell	2,950 -350	-11%	-$62.1K	0.25%	32
2018 Q3	$552K	Hold	3,300	–	–	0.23%	33
2018 Q2	$517K	Hold	3,300	–	–	0.23%	34
2018 Q1	$516K	Sell	3,300 -160	-5%	-$26.3K	0.24%	34
2017 Q4	$596K	Hold	3,460	–	–	0.28%	34
2017 Q3	$542K	Hold	3,460	–	–	0.27%	34
2017 Q2	$530K	Sell	3,460 -20	-0.6%	-$2.89K	0.27%	34
2017 Q1	$487K	Sell	3,480 -688	-17%	-$86.3K	0.26%	34
2016 Q4	$507K	Sell	4,168 -6	-0.1%	-$704	0.29%	35
2016 Q3	$482K	Sell	4,174 -45	-1%	-$5.33K	0.27%	33
2016 Q2	$508K	Sell	4,219 -420	-9%	-$52.6K	0.3%	32
2016 Q1	$583K	Sell	4,639 -555	-11%	-$66.3K	0.34%	33
2015 Q4	$614K	Hold	5,194	–	–	0.34%	32
2015 Q3	$512K	Hold	5,194	–	–	0.3%	32
2015 Q2	$494K	Buy	5,194 +700	+16%	+$67.7K	0.28%	32
2015 Q1	$438K	Sell	4,494 -168	-4%	-$15.9K	0.24%	34
2014 Q4	$437K	Hold	4,662	–	–	0.23%	38
2014 Q3	$442K	Sell	4,662 -188	-4%	-$17.9K	0.24%	39
2014 Q2	$489K	Buy	4,850 +225	+5%	+$22.7K	0.25%	42
2014 Q1	$453K	Buy	4,625 +150	+3%	+$14.3K	0.25%	42
2013 Q4	$434K	Hold	4,475	–	–	0.24%	44
2013 Q3	$431K	Hold	4,475	–	–	0.26%	50
2013 Q2	$443K	Buy	+4,475	New	+$448K	0.28%	48

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Family Capital Trust's MCD Position: Q3 2025 in Review

Family Capital Trust sold out of McDonald's (MCD) in Q3 2025, closing a stake of 1,550 shares — an estimated $453K sold.

Family Capital Trust first reported a position in MCD in Q2 2013 and held it in 49 quarters. The position peaked at $615K in Q1 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Family Capital Trust reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Family Capital Trust sold 1,550 McDonald's shares in Q3 2025, an estimated $453K.
Family Capital Trust first reported a position in McDonald's in Q2 2013 and held it in 49 quarters.
Family Capital Trust's McDonald's position peaked at $615K in Q1 2023.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Family Capital Trust's 13F filing for Q3 2025, filed 23 Oct 2025.