Redwood Investment Management’s McDonald's MCD Stock Holding History

Redwood Investment 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
2025 Q4	–	Sell	-797	Closed	-$242K	–	337
2025 Q3	$242K	Sell	797 -123	-13%	-$37.4K	0.03%	274
2025 Q2	$269K	Sell	920 -592	-39%	-$183K	0.03%	271
2025 Q1	$472K	Buy	+1,512	New	+$452K	0.05%	240
2024 Q3	–	Sell	-1,062	Closed	-$279K	–	333
2024 Q2	$279K	Buy	+1,062	New	+$282K	0.02%	311
2024 Q1	–	Sell	-1,536	Closed	-$424K	–	365
2023 Q4	$424K	Sell	1,536 -1,009	-40%	-$275K	0.04%	294
2023 Q3	$670K	Buy	+2,545	New	+$726K	0.06%	264
2023 Q2	–	Sell	-734	Closed	-$205K	–	259
2023 Q1	$205K	Sell	734 -250	-25%	-$67K	0.02%	229
2022 Q4	$259K	Sell	984 -947	-49%	-$250K	0.03%	241
2022 Q3	$446K	Buy	1,931 +1,004	+108%	+$257K	0.09%	171
2022 Q2	$229K	Buy	927 +87	+10%	+$21.4K	0.04%	217
2022 Q1	$208K	Sell	840 -163	-16%	-$40.6K	0.03%	266
2021 Q4	$269K	Sell	1,003 -328	-25%	-$82.8K	0.04%	240
2021 Q3	$321K	Buy	+1,331	New	+$318K	0.05%	246

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

Redwood Investment Management's MCD Position: Q4 2025 in Review

Redwood Investment Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 797 shares — an estimated $242K sold.

Redwood Investment Management first reported a position in MCD in Q3 2021 and held it in 13 quarters. The position peaked at $670K in Q3 2023. 3,565 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Redwood Investment Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Redwood Investment Management sold 797 McDonald's shares in Q4 2025, an estimated $242K.
Redwood Investment Management first reported a position in McDonald's in Q3 2021 and held it in 13 quarters.
Redwood Investment Management's McDonald's position peaked at $670K in Q3 2023.
3,565 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.