Neo Ivy Capital Management’s McDonald's MCD Stock Holding History

Neo Ivy Capital Management’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	-393	Closed	-$115K	–	477
2025 Q2	$115K	Buy	+393	New	+$121K	0.04%	290
2024 Q4	–	Sell	-1,338	Closed	-$408K	–	354
2024 Q3	$408K	Buy	+1,338	New	+$369K	0.13%	191
2022 Q4	$1.21M	Buy	4,572 +3,537	+342%	+$933K	0.82%	14
2022 Q3	$239K	Buy	+1,035	New	+$265K	0.63%	41
2021 Q4	–	Sell	-699	Closed	-$129K	–	553
2021 Q3	$129K	Sell	699 -394	-36%	-$94K	0.15%	215
2021 Q2	$252K	Buy	+1,093	New	+$254K	0.25%	148
2020 Q4	–	Sell	-4,014	Closed	-$881K	–	513
2020 Q3	$881K	Buy	4,014 +3,315	+474%	+$681K	0.89%	3
2020 Q2	$129K	Buy	+699	New	+$128K	0.15%	215
2019 Q4	–	Sell	-4,667	Closed	-$1.02M	–	347
2019 Q3	$1.02M	Buy	+4,667	New	+$1M	0.67%	49
2019 Q1	–	Sell	-1,411	Closed	-$251K	–	360
2018 Q4	$251K	Buy	+1,411	New	+$250K	0.2%	193

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

Neo Ivy Capital Management's MCD Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 393 shares — an estimated $115K sold.

Neo Ivy Capital Management first reported a position in MCD in Q4 2018 and held it in 10 quarters. The position peaked at $1.21M in Q4 2022. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Neo Ivy Capital Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 393 McDonald's shares in Q3 2025, an estimated $115K.
Neo Ivy Capital Management first reported a position in McDonald's in Q4 2018 and held it in 10 quarters.
Neo Ivy Capital Management's McDonald's position peaked at $1.21M in Q4 2022.
3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.