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FORA Capital’s McDonald's MCD Stock Holding History

FORA Capital’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
-5,396
Closed -$1.69M – 626
2025
Q1 		$1.69M Buy
+5,396
New +$1.61M 0.17% 178
2024
Q3 		– Sell
-31,986
Closed -$8.15M – 518
2024
Q2 		$8.15M Sell
31,986
-40,380
-56% -$10.7M 0.99% 17
2024
Q1 		$20.4M Buy
+72,366
New +$21M 1.68% 4
2023
Q4 		– Sell
-59,402
Closed -$15.6M – 553
2023
Q3 		$15.6M Buy
59,402
+41,749
+236% +$11.9M 1.37% 9
2023
Q2 		$5.27M Sell
17,653
-21,263
-55% -$6.18M 0.75% 34
2023
Q1 		$10.9M Buy
38,916
+2,065
+6% +$553K 1.09% 8
2022
Q4 		$9.71M Buy
+36,851
New +$9.72M 1.57% 4
2022
Q1 		– Sell
-3,594
Closed -$963K – 580
2021
Q4 		$963K Buy
+3,594
New +$907K 0.37% 79
2021
Q3 		– Sell
-1,431
Closed -$331K – 653
2021
Q2 		$331K Sell
1,431
-15,343
-91% -$3.57M 0.06% 344
2021
Q1 		$3.76M Sell
16,774
-4,716
-22% -$1.01M 1.23% 10
2020
Q4 		$4.61M Buy
21,490
+16,579
+338% +$3.61M 0.7% 26
2020
Q3 		$1.08M Sell
4,911
-7,673
-61% -$1.58M 0.71% 26
2020
Q2 		$2.32M Buy
12,584
+8,436
+203% +$1.55M 0.79% 14
2020
Q1 		$686K Sell
4,148
-47,438
-92% -$9.35M 0.15% 173
2019
Q4 		$10.2M Buy
+51,586
New +$10.2M 1.03% 14

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 $134M AUM 21.11% 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

FORA Capital's MCD Position: Q2 2025 in Review

FORA Capital sold out of McDonald's (MCD) in Q2 2025, closing a stake of 5,396 shares — an estimated $1.69M sold.

FORA Capital first reported a position in MCD in Q4 2019 and held it in 15 quarters. The position peaked at $20.4M in Q1 2024. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

  • FORA Capital reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 5,396 McDonald's shares in Q2 2025, an estimated $1.69M.
  • FORA Capital first reported a position in McDonald's in Q4 2019 and held it in 15 quarters.
  • FORA Capital's McDonald's position peaked at $20.4M in Q1 2024.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.