ORG Partners’s McDonald's MCD Stock Holding History

ORG 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	$492K	Hold	1,606	–	–	0.09%	202
2025 Q3	$489K	Sell	1,606 -48	-3%	-$14.6K	0.09%	195
2025 Q2	$493K	Buy	1,654 +135	+9%	+$41.6K	0.11%	175
2025 Q1	$389K	Sell	1,519 -50	-3%	-$15K	0.1%	172
2024 Q4	$456K	Buy	1,569 +72	+5%	+$21.5K	0.06%	194
2024 Q3	$457K	Sell	1,497 -1,730	-54%	-$477K	0.07%	180
2024 Q2	$809K	Buy	3,227 +2,623	+434%	+$696K	0.1%	173
2024 Q1	$170K	Sell	604 -4,439	-88%	-$1.29M	0.32%	48
2023 Q4	$1.5M	Buy	5,043 +450	+10%	+$122K	0.25%	82
2023 Q3	$1.21M	Sell	4,593 -1,239	-21%	-$353K	0.36%	57
2023 Q2	$1.73M	Buy	+5,832	New	+$1.69M	0.28%	70

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

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

ORG Partners's MCD Position: Q4 2025 in Review

ORG Partners held its McDonald's (MCD) position steady in Q4 2025 at 1,606 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #202.

ORG Partners first reported a position in MCD in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

ORG Partners held 1,606 shares of McDonald's worth $492K as of Q4 2025.
ORG Partners left its McDonald's share count unchanged in Q4 2025.
McDonald's made up 0.09% of ORG Partners's portfolio in Q4 2025, its #202 holding.
ORG Partners first reported a position in McDonald's in Q2 2023 and has held it in 11 quarters since.
ORG Partners's McDonald's position peaked at $1.73M in Q2 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.