NC
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Napatree Capital’s McDonald's MCD Stock Holding History

Napatree Capital’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
Q1 		$356K Buy
1,140
+290
+34% +$86.7K 0.2% 135
2024
Q4 		$246K Buy
850
+187
+28% +$55.8K 0.14% 159
2024
Q3 		$202K Buy
+663
New +$183K 0.14% 157

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Napatree Capital's MCD Position: Q1 2025 in Review

Napatree Capital increased its McDonald's (MCD) stake by 34% in Q1 2025, buying an estimated $86.7K and bringing the position to 1,140 shares worth $356K. The position accounts for 0.2% of the portfolio, ranked #135.

Napatree Capital first reported a position in MCD in Q3 2024 and has held it in 3 quarters since. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Napatree Capital held 1,140 shares of McDonald's worth $356K as of Q1 2025.
  • Napatree Capital bought 290 McDonald's shares in Q1 2025, an estimated $86.7K.
  • McDonald's made up 0.2% of Napatree Capital's portfolio in Q1 2025, its #135 holding.
  • Napatree Capital first reported a position in McDonald's in Q3 2024 and has held it in 3 quarters since.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.