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NFJ Investment Group’s McDonald's MCD Stock Holding History

NFJ Investment Group’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
-3,997
Closed -$1.17M – 281
2025
Q2 		$1.17M Buy
+3,997
New +$1.23M 0.04% 239
2022
Q3 		– Sell
-93,214
Closed -$23M – 333
2022
Q2 		$23M Sell
93,214
-99,865
-52% -$24.6M 0.55% 61
2022
Q1 		$47.7M Sell
193,079
-5,941
-3% -$1.48M 0.97% 18
2021
Q4 		$53.4M Buy
199,020
+21,634
+12% +$5.46M 0.97% 18
2021
Q3 		$42.8M Sell
177,386
-882
-0.5% -$211K 0.84% 24
2021
Q2 		$41.2M Sell
178,268
-27
-0% -$6.28K 0.78% 28
2021
Q1 		$40M Buy
+178,295
New +$38.1M 0.8% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFJ Investment Group's MCD Position: Q3 2025 in Review

NFJ Investment Group sold out of McDonald's (MCD) in Q3 2025, closing a stake of 3,997 shares — an estimated $1.17M sold.

NFJ Investment Group first reported a position in MCD in Q1 2021 and held it in 7 quarters. The position peaked at $53.4M in Q4 2021. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • NFJ Investment Group reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 3,997 McDonald's shares in Q3 2025, an estimated $1.17M.
  • NFJ Investment Group first reported a position in McDonald's in Q1 2021 and held it in 7 quarters.
  • NFJ Investment Group's McDonald's position peaked at $53.4M in Q4 2021.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.