Ninepoint Partners’s McDonald's MCD Stock Holding History

Ninepoint Partners’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	$510K	Hold	1,670	–	–	0.06%	112
2025 Q3	$507K	Buy	+1,670	New	+$508K	0.07%	95
2024 Q2	–	Sell	-2,376	Closed	-$670K	–	106
2024 Q1	$670K	Hold	2,376	–	–	0.07%	74
2023 Q4	$705K	Buy	2,376 +100	+4%	+$27.2K	0.08%	54
2023 Q3	$600K	Hold	2,276	–	–	0.06%	61
2023 Q2	$679K	Hold	2,276	–	–	0.07%	51
2023 Q1	$636K	Buy	2,276 +498	+28%	+$133K	0.07%	48
2022 Q4	$469K	Hold	1,778	–	–	0.06%	48
2022 Q3	$410K	Hold	1,778	–	–	0.05%	52
2022 Q2	$439K	Buy	+1,778	New	+$438K	0.06%	45
2022 Q1	–	Sell	-2,039	Closed	-$547K	–	95
2021 Q4	$547K	Hold	2,039	–	–	0.16%	39
2021 Q3	$492K	Hold	2,039	–	–	0.13%	43
2021 Q2	$471K	Hold	2,039	–	–	0.11%	56
2021 Q1	$457K	Buy	2,039 +93	+5%	+$19.9K	0.18%	48
2020 Q4	$418K	Hold	1,946	–	–	0.16%	53
2020 Q3	$427K	Buy	+1,946	New	+$400K	0.19%	19
2020 Q2	–	Sell	-2,092	Closed	-$346K	–	71
2020 Q1	$346K	Buy	+2,092	New	+$412K	0.34%	34
2019 Q4	–	Sell	-2,079	Closed	-$446K	–	93
2019 Q3	$446K	Sell	2,079 -203	-9%	-$43.5K	0.17%	63
2019 Q2	$474K	Sell	2,282 -1,935	-46%	-$383K	0.09%	67
2019 Q1	$801K	Hold	4,217	–	–	0.15%	48
2018 Q4	$749K	Buy	+4,217	New	+$748K	0.21%	39

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Ninepoint Partners's MCD Position: Q4 2025 in Review

Ninepoint Partners held its McDonald's (MCD) position steady in Q4 2025 at 1,670 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #112.

Ninepoint Partners first reported a position in MCD in Q4 2018 and has held it in 21 quarters since. The position peaked at $801K in Q1 2019. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Ninepoint Partners held 1,670 shares of McDonald's worth $510K as of Q4 2025.
Ninepoint Partners left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.06% of Ninepoint Partners's portfolio in Q4 2025, its #112 holding.
Ninepoint Partners first reported a position in McDonald's in Q4 2018 and has held it in 21 quarters since.
Ninepoint Partners's McDonald's position peaked at $801K in Q1 2019.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Ninepoint Partners's 13F filing for Q4 2025, filed 17 Feb 2026.