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Next Capital Management’s McDonald's MCD Stock Holding History

Next 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
Q4 		– Sell
-4,007
Closed -$1.22M – 140
2025
Q3 		$1.22M Sell
4,007
-677
-14% -$206K 0.41% 49
2025
Q2 		$1.37M Buy
4,684
+657
+16% +$203K 0.51% 42
2025
Q1 		$1.26M Sell
4,027
-445
-10% -$133K 0.6% 39
2024
Q4 		$1.3M Buy
4,472
+176
+4% +$52.5K 0.52% 42
2024
Q3 		$1.31M Sell
4,296
-13
-0.3% -$3.58K 0.53% 42
2024
Q2 		$1.1M Sell
4,309
-76
-2% -$20.2K 0.46% 50
2024
Q1 		$1.24M Buy
4,385
+270
+7% +$78.5K 0.5% 43
2023
Q4 		$1.22M Buy
4,115
+197
+5% +$53.6K 0.52% 40
2023
Q3 		$1.03M Buy
3,918
+81
+2% +$23.1K 0.46% 45
2023
Q2 		$1.14M Hold
3,837
– – 0.53% 39
2023
Q1 		$1.07M Hold
3,837
– – 0.52% 40
2022
Q4 		$1.01M Sell
3,837
-9
-0.2% -$2.37K 0.55% 40
2022
Q3 		$887K Buy
3,846
+40
+1% +$10.2K 0.67% 36
2022
Q2 		$939K Buy
3,806
+9
+0.2% +$2.22K 0.68% 39
2022
Q1 		$939K Buy
+3,797
New +$946K 0.63% 39
2021
Q2 		– Sell
-3,936
Closed -$882K – 113
2021
Q1 		$882K Sell
3,936
-613
-13% -$131K 0.57% 41
2020
Q4 		$976K Buy
+4,549
New +$989K 0.69% 34
2019
Q3 		– Sell
-196
Closed -$41K – 570
2019
Q2 		$41K Buy
+196
New +$38.8K 0.03% 181

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Next Capital Management's MCD Position: Q4 2025 in Review

Next Capital Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 4,007 shares — an estimated $1.22M sold.

Next Capital Management first reported a position in MCD in Q2 2019 and held it in 18 quarters. The position peaked at $1.37M in Q2 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Next Capital Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Next Capital Management sold 4,007 McDonald's shares in Q4 2025, an estimated $1.22M.
  • Next Capital Management first reported a position in McDonald's in Q2 2019 and held it in 18 quarters.
  • Next Capital Management's McDonald's position peaked at $1.37M in Q2 2025.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Next Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.