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

JCIC 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 Q1	$1.25K	Hold	4	–	–	﹤0.01%	131
2024 Q4	$1.16K	Buy	+4	New	+$1.19K	﹤0.01%	119
2015 Q4	–	Sell	-105	Closed	-$10K	–	97
2015 Q3	$10K	Buy	+105	New	+$10.2K	﹤0.01%	81
2015 Q2	–	Sell	-333	Closed	-$32K	–	104
2015 Q1	$32K	Buy	+333	New	+$31.6K	0.01%	71
2014 Q3	–	Sell	-185	Closed	-$19K	–	111
2014 Q2	$19K	Buy	+185	New	+$18.7K	﹤0.01%	69

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

JCIC Asset Management's MCD Position: Q1 2025 in Review

JCIC Asset Management held its McDonald's (MCD) position steady in Q1 2025 at 4 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

JCIC Asset Management first reported a position in MCD in Q2 2014 and has held it in 5 quarters since. The position peaked at $32K in Q1 2015. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

JCIC Asset Management held 4 shares of McDonald's worth $1.25K as of Q1 2025.
JCIC Asset Management left its McDonald's share count unchanged in Q1 2025.
McDonald's made up ﹤0.01% of JCIC Asset Management's portfolio in Q1 2025, its #131 holding.
JCIC Asset Management first reported a position in McDonald's in Q2 2014 and has held it in 5 quarters since.
JCIC Asset Management's McDonald's position peaked at $32K in Q1 2015.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on JCIC Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.