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Marshall & Sullivan’s McDonald's MCD Stock Holding History

Marshall & Sullivan’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 		– Sell
-307
Closed -$89.7K – 74
2025
Q2 		$89.7K Buy
+307
New +$94.6K 0.04% 57
2023
Q1 		– Sell
-270
Closed -$71.2K – 57
2022
Q4 		$71.2K Buy
+270
New +$71.2K 0.04% 53
2022
Q3 		– Sell
-270
Closed -$66K – 65
2022
Q2 		$66K Buy
+270
New +$66.5K 0.04% 51
2021
Q1 		– Sell
-58
Closed -$270 – 48
2020
Q4 		$270 Sell
58
-212
-79% -$46.1K 0.03% 60
2020
Q3 		$59K Buy
+270
New +$55.4K 0.04% 46
2018
Q3 		– Sell
-346
Closed -$54.2K – 65
2018
Q2 		$54.2K Buy
+346
New +$56.1K 0.05% 59
2015
Q1 		– Sell
-129
Closed -$12K – 56
2014
Q4 		$12K Sell
129
-361
-74% -$33.8K 0.01% 55
2014
Q3 		$46K Sell
490
-1,607
-77% -$153K 0.06% 43
2014
Q2 		$211K Buy
+2,097
New +$212K 0.35% 34

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

Marshall & Sullivan's MCD Position: Q3 2025 in Review

Marshall & Sullivan sold out of McDonald's (MCD) in Q3 2025, closing a stake of 307 shares — an estimated $89.7K sold.

Marshall & Sullivan first reported a position in MCD in Q2 2014 and held it in 9 quarters. The position peaked at $211K in Q2 2014. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Marshall & Sullivan reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 307 McDonald's shares in Q3 2025, an estimated $89.7K.
  • Marshall & Sullivan first reported a position in McDonald's in Q2 2014 and held it in 9 quarters.
  • Marshall & Sullivan's McDonald's position peaked at $211K in Q2 2014.
  • 3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.