Fort Point Capital Partners’s McDonald's MCD Stock Holding History

Fort Point Capital Partners’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	-804	Closed	-$233K	–	320
2024 Q4	$233K	Buy	804 +110	+16%	+$32.8K	0.03%	283
2024 Q3	$211K	Buy	+694	New	+$191K	0.03%	275
2023 Q3	–	Sell	-901	Closed	-$269K	–	295
2023 Q2	$269K	Buy	+901	New	+$262K	0.04%	228

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fort Point Capital Partners's MCD Position: Q1 2025 in Review

Fort Point Capital Partners sold out of McDonald's (MCD) in Q1 2025, closing a stake of 804 shares — an estimated $233K sold.

Fort Point Capital Partners first reported a position in MCD in Q2 2023 and held it in 3 quarters. The position peaked at $269K in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Fort Point Capital Partners reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Fort Point Capital Partners sold 804 McDonald's shares in Q1 2025, an estimated $233K.
Fort Point Capital Partners first reported a position in McDonald's in Q2 2023 and held it in 3 quarters.
Fort Point Capital Partners's McDonald's position peaked at $269K in Q2 2023.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Fort Point Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.