Montag & Caldwell’s McDonald's MCD Stock Holding History

Montag & Caldwell’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 Q2	$384K	Hold	1,315	–	–	0.08%	80
2025 Q1	$411K	Hold	1,315	–	–	0.1%	76
2024 Q4	$381K	Hold	1,315	–	–	0.08%	79
2024 Q3	$400K	Hold	1,315	–	–	0.08%	73
2024 Q2	$335K	Hold	1,315	–	–	0.07%	76
2024 Q1	$371K	Sell	1,315 -87	-6%	-$25.3K	0.06%	76
2023 Q4	$416K	Hold	1,402	–	–	0.07%	66
2023 Q3	$369K	Sell	1,402 -41	-3%	-$11.7K	0.05%	75
2023 Q2	$431K	Sell	1,443 -17	-1%	-$4.94K	0.05%	74
2023 Q1	$408K	Buy	1,460 +25	+2%	+$6.7K	0.05%	67
2022 Q4	$378K	Hold	1,435	–	–	0.05%	71
2022 Q3	$331K	Buy	1,435 +120	+9%	+$30.7K	0.05%	76
2022 Q2	$325K	Buy	+1,315	New	+$324K	0.05%	78
2020 Q1	–	Sell	-2,202	Closed	-$435K	–	74
2019 Q4	$435K	Sell	2,202 -171	-7%	-$33.9K	0.02%	58
2019 Q3	$510K	Sell	2,373 -391	-14%	-$83.8K	0.03%	50
2019 Q2	$574K	Sell	2,764 -806	-23%	-$160K	0.03%	40
2019 Q1	$678K	Sell	3,570 -1,430	-29%	-$260K	0.04%	39
2018 Q4	$888K	Hold	5,000	–	–	0.05%	38
2018 Q3	$836K	Hold	5,000	–	–	0.03%	37
2018 Q2	$783K	Hold	5,000	–	–	0.03%	38
2018 Q1	$782K	Hold	5,000	–	–	0.03%	36
2017 Q4	$861K	Hold	5,000	–	–	0.03%	34
2017 Q3	$783K	Hold	5,000	–	–	0.02%	37
2017 Q2	$766K	Hold	5,000	–	–	0.02%	37
2017 Q1	$648K	Hold	5,000	–	–	0.02%	64
2016 Q4	$609K	Hold	5,000	–	–	0.01%	63
2016 Q3	$577K	Hold	5,000	–	–	0.01%	69
2016 Q2	$602K	Hold	5,000	–	–	0.01%	73
2016 Q1	$628K	Hold	5,000	–	–	0.01%	75
2015 Q4	$591K	Hold	5,000	–	–	0.01%	68
2015 Q3	$493K	Hold	5,000	–	–	0.01%	73
2015 Q2	$475K	Hold	5,000	–	–	0.01%	81
2015 Q1	$487K	Hold	5,000	–	–	0.01%	87
2014 Q4	$469K	Hold	5,000	–	–	0.01%	94
2014 Q3	$474K	Hold	5,000	–	–	﹤0.01%	86
2014 Q2	$504K	Hold	5,000	–	–	﹤0.01%	90
2014 Q1	$490K	Sell	5,000 -200	-4%	-$19.1K	﹤0.01%	91
2013 Q4	$505K	Hold	5,200	–	–	﹤0.01%	90
2013 Q3	$500K	Hold	5,200	–	–	﹤0.01%	92
2013 Q2	$515K	Buy	+5,200	New	+$521K	﹤0.01%	86

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Montag & Caldwell's MCD Position: Q2 2025 in Review

Montag & Caldwell held its McDonald's (MCD) position steady in Q2 2025 at 1,315 shares worth $384K. The position accounts for 0.08% of the portfolio, ranked #80.

Montag & Caldwell first reported a position in MCD in Q2 2013 and has held it in 40 quarters since. The position peaked at $888K in Q4 2018. 3,417 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Montag & Caldwell held 1,315 shares of McDonald's worth $384K as of Q2 2025.
Montag & Caldwell left its McDonald's share count unchanged in Q2 2025.
McDonald's made up 0.08% of Montag & Caldwell's portfolio in Q2 2025, its #80 holding.
Montag & Caldwell first reported a position in McDonald's in Q2 2013 and has held it in 40 quarters since.
Montag & Caldwell's McDonald's position peaked at $888K in Q4 2018.
3,417 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.