Osterweis Capital Management’s McDonald's MCD Stock Holding History

Osterweis Capital Management’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
2026 Q1	–	Sell	-314	Closed	-$96K	–	268
2025 Q4	$96K	Sell	314 -93	-23%	-$28.5K	﹤0.01%	175
2025 Q3	$124K	Hold	407	–	–	0.01%	163
2025 Q2	$119K	Buy	407 +402	+8,040%	+$124K	0.01%	165
2025 Q1	$1.56K	Buy	+5	New	+$1.5K	﹤0.01%	199
2024 Q3	–	Sell	-93	Closed	-$23.7K	–	200
2024 Q2	$23.7K	Hold	93	–	–	﹤0.01%	185
2024 Q1	$26.2K	Hold	93	–	–	﹤0.01%	175
2023 Q4	$27.6K	Hold	93	–	–	﹤0.01%	172
2023 Q3	$24.5K	Hold	93	–	–	﹤0.01%	183
2023 Q2	$27.8K	Hold	93	–	–	﹤0.01%	185
2023 Q1	$26K	Hold	93	–	–	﹤0.01%	185
2022 Q4	$24.5K	Buy	+93	New	+$24.5K	﹤0.01%	197

Other funds holding MCD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return