NBW Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
42,053
-353
| -0.8% | -$109K | 2.65% | 9 |
|
|
2025
Q1 | $13.2M | Buy |
42,406
+19,173
| +83% | +$5.73M | 2.94% | 9 |
|
|
2024
Q4 | $6.74M | Sell |
23,233
-257
| -1% | -$76.6K | 1.25% | 32 |
|
|
2024
Q3 | $7.15M | Buy |
23,490
+3,124
| +15% | +$861K | 1.35% | 36 |
|
|
2024
Q2 | $5.19M | Buy |
20,366
+353
| +2% | +$93.7K | 1.02% | 43 |
|
|
2024
Q1 | $5.64M | Buy |
20,013
+1,932
| +11% | +$562K | 1.15% | 39 |
|
|
2023
Q4 | $5.36M | Sell |
18,081
-345
| -2% | -$93.9K | 1.17% | 39 |
|
|
2023
Q3 | $4.85M | Buy |
18,426
+47
| +0.3% | +$13.4K | 1.19% | 40 |
|
|
2023
Q2 | $5.48M | Sell |
18,379
-4,456
| -20% | -$1.29M | 1.28% | 34 |
|
|
2023
Q1 | $6.38M | Buy |
22,835
+149
| +0.7% | +$39.9K | 1.55% | 23 |
|
|
2022
Q4 | $5.98M | Buy |
22,686
+53
| +0.2% | +$14K | 1.53% | 20 |
|
|
2022
Q3 | $5.22M | Sell |
22,633
-99
| -0.4% | -$25.3K | 1.4% | 27 |
|
|
2022
Q2 | $5.61M | Buy |
22,732
+573
| +3% | +$141K | 1.54% | 18 |
|
|
2022
Q1 | $5.48M | Sell |
22,159
-2,936
| -12% | -$731K | 1.3% | 31 |
|
|
2021
Q4 | $6.73M | Buy |
25,095
+606
| +2% | +$153K | 1.5% | 26 |
|
|
2021
Q3 | $5.91M | Buy |
24,489
+656
| +3% | +$157K | 1.42% | 26 |
|
|
2021
Q2 | $5.5M | Buy |
23,833
+666
| +3% | +$155K | 1.34% | 32 |
|
|
2021
Q1 | $5.19M | Buy |
23,167
+2,085
| +10% | +$446K | 1.43% | 28 |
|
|
2020
Q4 | $4.52M | Buy |
21,082
+1,263
| +6% | +$275K | 1.37% | 31 |
|
|
2020
Q3 | $4.35M | Buy |
19,819
+1,908
| +11% | +$392K | 1.45% | 29 |
|
|
2020
Q2 | $3.3M | Sell |
17,911
-3,306
| -16% | -$606K | 1.19% | 37 |
|
|
2020
Q1 | $3.51M | Sell |
21,217
-333
| -2% | -$65.6K | 1.67% | 23 |
|
|
2019
Q4 | $4.26M | Buy |
21,550
+128
| +0.6% | +$25.4K | 1.21% | 36 |
|
|
2019
Q3 | $4.6M | Sell |
21,422
-720
| -3% | -$154K | 1.37% | 30 |
|
|
2019
Q2 | $4.6M | Sell |
22,142
-157
| -0.7% | -$31.1K | 1.27% | 37 |
|
|
2019
Q1 | $4.24M | Sell |
22,299
-186
| -0.8% | -$33.8K | 1.16% | 40 |
|
|
2018
Q4 | $3.99M | Buy |
22,485
+347
| +2% | +$61.5K | 1.42% | 31 |
|
|
2018
Q3 | $3.7M | Buy |
22,138
+1,028
| +5% | +$165K | 1% | 47 |
|
|
2018
Q2 | $3.31M | Buy |
21,110
+2,992
| +17% | +$485K | 0.95% | 51 |
|
|
2018
Q1 | $2.83M | Buy |
+18,118
| New | +$2.98M | 0.89% | 55 |
|
Other funds holding MCD
BC
NBW Capital's MCD Position: Q2 2025 in Review
NBW Capital reduced its McDonald's (MCD) stake by 0.83% in Q2 2025, selling an estimated $109K and leaving 42,053 shares worth $12.3M. The position accounts for 2.65% of the portfolio, ranked #9.
NBW Capital first reported a position in MCD in Q1 2018 and has held it in 30 quarters since. The position peaked at $13.2M in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q2 2025.
- NBW Capital held 42,053 shares of McDonald's worth $12.3M as of Q2 2025.
- NBW Capital sold 353 McDonald's shares in Q2 2025, an estimated $109K.
- McDonald's made up 2.65% of NBW Capital's portfolio in Q2 2025, its #9 holding.
- NBW Capital first reported a position in McDonald's in Q1 2018 and has held it in 30 quarters since.
- NBW Capital's McDonald's position peaked at $13.2M in Q1 2025.
- 3,415 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.
Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.