North Capital’s McDonald's MCD Stock Holding History

North Capital’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	-438	Closed	-$133K	–	453
2025 Q3	$133K	Buy	438 +32	+8%	+$9.74K	0.1%	118
2025 Q2	$119K	Hold	406	–	–	0.1%	116
2025 Q1	$127K	Buy	+406	New	+$121K	0.12%	110

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

North Capital's MCD Position: Q4 2025 in Review

North Capital sold out of McDonald's (MCD) in Q4 2025, closing a stake of 438 shares — an estimated $133K sold.

North Capital first reported a position in MCD in Q1 2025 and held it in 3 quarters. The position peaked at $133K in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

North Capital reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
North Capital sold 438 McDonald's shares in Q4 2025, an estimated $133K.
North Capital first reported a position in McDonald's in Q1 2025 and held it in 3 quarters.
North Capital's McDonald's position peaked at $133K in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.