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Lindenwold Advisors’s McDonald's MCD Stock Holding History

Lindenwold Advisors’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
Q3 		$2.37M Buy
7,805
+76
+1% +$23.1K 1.12% 24
2025
Q2 		$2.26M Buy
7,729
+204
+3% +$62.9K 1.17% 25
2025
Q1 		$2.35M Sell
7,525
-26
-0.3% -$7.78K 1.31% 25
2024
Q4 		$2.19M Sell
7,551
-128
-2% -$38.2K 1.17% 25
2024
Q3 		$2.34M Buy
7,679
+88
+1% +$24.3K 1.18% 25
2024
Q2 		$1.93M Sell
7,591
-9
-0.1% -$2.39K 1.03% 34
2024
Q1 		$2.14M Buy
7,600
+2,983
+65% +$868K 1.15% 32
2023
Q4 		$1.37M Sell
4,617
-24
-0.5% -$6.53K 0.78% 43
2023
Q3 		$1.22M Buy
4,641
+13
+0.3% +$3.71K 0.76% 43
2023
Q2 		$1.38M Sell
4,628
-861
-16% -$250K 0.85% 39
2023
Q1 		$1.53M Buy
5,489
+51
+0.9% +$13.7K 0.95% 37
2022
Q4 		$1.43M Buy
5,438
+91
+2% +$24K 0.96% 39
2022
Q3 		$1.23M Sell
5,347
-17
-0.3% -$4.34K 0.91% 41
2022
Q2 		$1.32M Buy
5,364
+79
+1% +$19.5K 0.94% 40
2022
Q1 		$1.31M Sell
5,285
-63
-1% -$15.7K 0.8% 44
2021
Q4 		$1.43M Buy
+5,348
New +$1.35M 0.84% 42

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lindenwold Advisors's MCD Position: Q3 2025 in Review

Lindenwold Advisors increased its McDonald's (MCD) stake by 0.98% in Q3 2025, buying an estimated $23.1K and bringing the position to 7,805 shares worth $2.37M. The position accounts for 1.12% of the portfolio, ranked #24.

Lindenwold Advisors first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Lindenwold Advisors held 7,805 shares of McDonald's worth $2.37M as of Q3 2025.
  • Lindenwold Advisors bought 76 McDonald's shares in Q3 2025, an estimated $23.1K.
  • McDonald's made up 1.12% of Lindenwold Advisors's portfolio in Q3 2025, its #24 holding.
  • Lindenwold Advisors first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.