NJ State Employees Deferred Compensation Plan’s McDonald's MCD Stock Holding History

NJ State Employees Deferred Compensation Plan’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	-15,073	Closed	-$4.58M	–	239
2025 Q3	$4.58M	Sell	15,073 -1,420	-9%	-$432K	0.51%	38
2025 Q2	$4.82M	Hold	16,493	–	–	0.57%	33
2025 Q1	$5.15M	Hold	16,493	–	–	0.66%	25
2024 Q4	$4.78M	Hold	16,493	–	–	0.58%	26
2024 Q3	$5.02M	Hold	16,493	–	–	0.6%	30
2024 Q2	$4.2M	Hold	16,493	–	–	0.52%	34
2024 Q1	$4.65M	Hold	16,493	–	–	0.59%	31
2023 Q4	$4.89M	Hold	16,493	–	–	0.67%	28
2023 Q3	$4.34M	Hold	16,493	–	–	0.66%	26
2023 Q2	$4.92M	Hold	16,493	–	–	0.71%	21
2023 Q1	$4.61M	Hold	16,493	–	–	0.71%	20
2022 Q4	$4.35M	Hold	16,493	–	–	0.7%	22
2022 Q3	$3.81M	Hold	16,493	–	–	0.65%	25
2022 Q2	$4.07M	Hold	16,493	–	–	0.66%	24
2022 Q1	$4.08M	Hold	16,493	–	–	0.55%	35
2021 Q4	$4.42M	Sell	16,493 -1,600	-9%	-$404K	0.56%	35
2021 Q3	$4.36M	Hold	18,093	–	–	0.59%	30
2021 Q2	$4.18M	Hold	18,093	–	–	0.56%	36
2021 Q1	$4.05M	Hold	18,093	–	–	0.58%	33
2020 Q4	$3.88M	Hold	18,093	–	–	0.6%	33
2020 Q3	$3.97M	Hold	18,093	–	–	0.71%	24
2020 Q2	$3.34M	Sell	18,093 -1,000	-5%	-$183K	0.63%	29
2020 Q1	$3.16M	Hold	19,093	–	–	0.72%	25
2019 Q4	$3.77M	Hold	19,093	–	–	0.64%	29
2019 Q3	$4.1M	Hold	19,093	–	–	0.75%	23
2019 Q2	$3.96M	Hold	19,093	–	–	0.71%	23
2019 Q1	$3.63M	Hold	19,093	–	–	0.66%	27
2018 Q4	$3.39M	Sell	19,093 -6,000	-24%	-$1.06M	0.71%	27
2018 Q3	$4.2M	Hold	25,093	–	–	0.72%	24
2018 Q2	$3.93M	Hold	25,093	–	–	0.7%	25
2018 Q1	$3.92M	Hold	25,093	–	–	0.7%	25
2017 Q4	$4.32M	Hold	25,093	–	–	0.75%	20
2017 Q3	$3.93M	Hold	25,093	–	–	0.71%	24
2017 Q2	$3.84M	Hold	25,093	–	–	0.73%	22
2017 Q1	$3.25M	Hold	25,093	–	–	0.62%	29
2016 Q4	$3.05M	Hold	25,093	–	–	0.61%	32
2016 Q3	$2.9M	Hold	25,093	–	–	0.6%	33
2016 Q2	$3.02M	Hold	25,093	–	–	0.64%	31
2016 Q1	$3.2M	Hold	25,093	–	–	0.68%	25
2015 Q4	$2.96M	Sell	25,093 -10,000	-28%	-$1.12M	0.61%	32
2015 Q3	$3.46M	Hold	35,093	–	–	0.75%	21
2015 Q2	$3.34M	Hold	35,093	–	–	0.65%	28
2015 Q1	$3.42M	Hold	35,093	–	–	0.66%	28
2014 Q4	$3.29M	Hold	35,093	–	–	0.64%	28
2014 Q3	$3.33M	Hold	35,093	–	–	0.68%	24
2014 Q2	$3.54M	Hold	35,093	–	–	0.7%	22
2014 Q1	$3.44M	Hold	35,093	–	–	0.71%	20
2013 Q4	$3.4M	Hold	35,093	–	–	0.69%	20
2013 Q3	$3.38M	Hold	35,093	–	–	0.74%	18
2013 Q2	$3.47M	Buy	+35,093	New	+$3.51M	0.8%	16

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

NJ State Employees Deferred Compensation Plan's MCD Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of McDonald's (MCD) in Q4 2025, closing a stake of 15,073 shares — an estimated $4.58M sold.

NJ State Employees Deferred Compensation Plan first reported a position in MCD in Q2 2013 and held it in 50 quarters. The position peaked at $5.15M in Q1 2025. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 15,073 McDonald's shares in Q4 2025, an estimated $4.58M.
NJ State Employees Deferred Compensation Plan first reported a position in McDonald's in Q2 2013 and held it in 50 quarters.
NJ State Employees Deferred Compensation Plan's McDonald's position peaked at $5.15M in Q1 2025.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.