Members Capital Advisors Inc’s McDonald's MCD Stock Holding History

Members Capital Advisors Inc’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	-954	Closed	-$279K	–	19
2025 Q2	$279K	Hold	954	–	–	0.32%	13
2025 Q1	$298K	Hold	954	–	–	0.35%	9
2024 Q4	$277K	Hold	954	–	–	0.25%	10
2024 Q3	$291K	Hold	954	–	–	0.33%	10
2024 Q2	$243K	Hold	954	–	–	0.28%	13
2024 Q1	$269K	Hold	954	–	–	0.76%	10
2023 Q4	$283K	Hold	954	–	–	0.81%	6
2023 Q3	$251K	Sell	954 -82	-8%	-$23.4K	0.31%	48
2023 Q2	$309K	Sell	1,036 -8,400	-89%	-$2.44M	0.32%	53
2023 Q1	$2.64M	Hold	9,436	–	–	1.91%	10
2022 Q4	$2.49M	Hold	9,436	–	–	1.79%	11
2022 Q3	$2.18M	Hold	9,436	–	–	1.72%	18
2022 Q2	$2.33M	Hold	9,436	–	–	1.69%	17
2022 Q1	$2.33M	Hold	9,436	–	–	1.5%	23
2021 Q4	$2.53M	Hold	9,436	–	–	1.3%	19
2021 Q3	$2.27M	Buy	9,436 +2,094	+29%	+$500K	1.23%	14
2021 Q2	$1.7M	Hold	7,342	–	–	1.05%	27
2021 Q1	$1.65M	Hold	7,342	–	–	1.26%	26
2020 Q4	$1.57M	Hold	7,342	–	–	1.34%	30
2020 Q3	$1.61M	Buy	+7,342	New	+$1.51M	1.51%	30
2020 Q1	–	Sell	-7,342	Closed	-$1.45M	–	23
2019 Q4	$1.45M	Buy	+7,342	New	+$1.46M	1.11%	33

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Capital Advisors Inc's MCD Position: Q3 2025 in Review

Members Capital Advisors Inc sold out of McDonald's (MCD) in Q3 2025, closing a stake of 954 shares — an estimated $279K sold.

Members Capital Advisors Inc first reported a position in MCD in Q4 2019 and held it in 21 quarters. The position peaked at $2.64M in Q1 2023. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Members Capital Advisors Inc reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Members Capital Advisors Inc sold 954 McDonald's shares in Q3 2025, an estimated $279K.
Members Capital Advisors Inc first reported a position in McDonald's in Q4 2019 and held it in 21 quarters.
Members Capital Advisors Inc's McDonald's position peaked at $2.64M in Q1 2023.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Members Capital Advisors Inc's 13F filing for Q3 2025, filed 24 Oct 2025.