InceptionR’s McDonald's MCD Stock Holding History

InceptionR’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 Q4	–	Sell	-5,427	Closed	-$1.65M	–	769
2025 Q3	$1.65M	Buy	5,427 +3,236	+148%	+$985K	0.4%	30
2025 Q2	$640K	Buy	+2,191	New	+$675K	0.15%	252
2025 Q1	–	Sell	-4,775	Closed	-$1.38M	–	720
2024 Q4	$1.38M	Sell	4,775 -951	-17%	-$284K	0.31%	87
2024 Q3	$1.74M	Sell	5,726 -1,368	-19%	-$377K	0.43%	25
2024 Q2	$1.81M	Buy	+7,094	New	+$1.88M	0.51%	10
2024 Q1	–	Sell	-3,015	Closed	-$894K	–	659
2023 Q4	$894K	Buy	+3,015	New	+$821K	0.64%	7

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

InceptionR's MCD Position: Q4 2025 in Review

InceptionR sold out of McDonald's (MCD) in Q4 2025, closing a stake of 5,427 shares — an estimated $1.65M sold.

InceptionR first reported a position in MCD in Q4 2023 and held it in 6 quarters. The position peaked at $1.81M in Q2 2024. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

InceptionR reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
InceptionR sold 5,427 McDonald's shares in Q4 2025, an estimated $1.65M.
InceptionR first reported a position in McDonald's in Q4 2023 and held it in 6 quarters.
InceptionR's McDonald's position peaked at $1.81M in Q2 2024.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.