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Live Oak Investment Partners’s McDonald's MCD Stock Holding History

Live Oak Investment 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
Q4 		– Sell
-2,781
Closed -$845K – 89
2025
Q3 		$845K Buy
2,781
+227
+9% +$69.1K 0.56% 48
2025
Q2 		$746K Sell
2,554
-84
-3% -$25.9K 0.57% 47
2025
Q1 		$824K Buy
+2,638
New +$789K 0.65% 45
2024
Q4 		– Hold
0
– – – 46
2024
Q3 		– Hold
0
– – – 44
2024
Q2 		– Hold
0
– – – 49
2023
Q4 		– Hold
0
– – – 44
2023
Q3 		– Hold
0
– – – 49
2023
Q2 		– Hold
0
– – – 45
2023
Q1 		– Hold
0
– – – 44
2022
Q4 		– Hold
0
– – – 51

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Live Oak Investment Partners's MCD Position: Q4 2025 in Review

Live Oak Investment Partners sold out of McDonald's (MCD) in Q4 2025, closing a stake of 2,781 shares — an estimated $845K sold.

Live Oak Investment Partners first reported a position in MCD in Q1 2025 and held it in 3 quarters. The position peaked at $845K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Live Oak Investment Partners reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 2,781 McDonald's shares in Q4 2025, an estimated $845K.
  • Live Oak Investment Partners first reported a position in McDonald's in Q1 2025 and held it in 3 quarters.
  • Live Oak Investment Partners's McDonald's position peaked at $845K in Q3 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Live Oak Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.