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Lindbrook Capital’s McDonald's MCD Stock Holding History

Lindbrook 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
Q1 		$1.93M Buy
6,186
+513
+9% +$153K 0.18% 79
2024
Q4 		$1.64M Sell
5,673
-26
-0.5% -$7.75K 0.15% 90
2024
Q3 		$1.74M Buy
5,699
+493
+9% +$136K 0.15% 88
2024
Q2 		$1.33M Sell
5,206
-277
-5% -$73.5K 0.12% 101
2024
Q1 		$1.55M Sell
5,483
-265
-5% -$77.1K 0.14% 94
2023
Q4 		$1.7M Sell
5,748
-2,018
-26% -$549K 0.17% 78
2023
Q3 		$2.05M Buy
7,766
+107
+1% +$30.5K 0.23% 66
2023
Q2 		$2.29M Buy
7,659
+1,144
+18% +$332K 0.24% 63
2023
Q1 		$1.82M Sell
6,515
-134
-2% -$35.9K 0.21% 71
2022
Q4 		$1.75M Buy
6,649
+248
+4% +$65.4K 0.22% 75
2022
Q3 		$1.48M Sell
6,401
-106
-2% -$27.1K 0.25% 50
2022
Q2 		$1.61M Buy
6,507
+1,574
+32% +$388K 0.27% 47
2022
Q1 		$1.22M Buy
4,933
+231
+5% +$57.5K 0.19% 76
2021
Q4 		$1.26M Buy
4,702
+3,152
+203% +$796K 0.19% 65
2021
Q3 		$374K Buy
1,550
+21
+1% +$5.01K 0.1% 85
2021
Q2 		$353K Buy
1,529
+12
+0.8% +$2.79K 0.08% 109
2021
Q1 		$340K Buy
1,517
+55
+4% +$11.8K 0.08% 105
2020
Q4 		$314K Sell
1,462
-135
-8% -$29.4K 0.08% 101
2020
Q3 		$351K Buy
1,597
+145
+10% +$29.8K 0.1% 86
2020
Q2 		$268K Buy
1,452
+35
+2% +$6.42K 0.08% 100
2020
Q1 		$234K Sell
1,417
-933
-40% -$184K 0.09% 92
2019
Q4 		$464K Buy
2,350
+8
+0.3% +$1.59K 0.16% 62
2019
Q3 		$503K Sell
2,342
-108
-4% -$23.2K 0.19% 50
2019
Q2 		$508K Sell
2,450
-39
-2% -$7.72K 0.2% 53
2019
Q1 		$472K Buy
2,489
+144
+6% +$26.1K 0.19% 52
2018
Q4 		$416K Buy
+2,345
New +$416K 0.2% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's MCD Position: Q1 2025 in Review

Lindbrook Capital increased its McDonald's (MCD) stake by 9% in Q1 2025, buying an estimated $153K and bringing the position to 6,186 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #79.

Lindbrook Capital first reported a position in MCD in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.29M in Q2 2023. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Lindbrook Capital held 6,186 shares of McDonald's worth $1.93M as of Q1 2025.
  • Lindbrook Capital bought 513 McDonald's shares in Q1 2025, an estimated $153K.
  • McDonald's made up 0.18% of Lindbrook Capital's portfolio in Q1 2025, its #79 holding.
  • Lindbrook Capital first reported a position in McDonald's in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's McDonald's position peaked at $2.29M in Q2 2023.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.