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Shorepoint Capital Partners’s McDonald's MCD Stock Holding History

Shorepoint Capital 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
Q3 		$4.06M Buy
+13,349
New +$4.06M 0.81% 51
2025
Q1 		$4.15M Buy
13,284
+23
+0.2% +$6.88K 0.94% 45
2024
Q4 		$3.84M Sell
13,261
-53
-0.4% -$15.8K 0.88% 43
2024
Q3 		$4.05M Sell
13,314
-747
-5% -$206K 0.92% 42
2024
Q2 		$3.58M Buy
14,061
+298
+2% +$79.1K 0.84% 47
2024
Q1 		$3.88M Buy
13,763
+76
+0.6% +$22.1K 0.95% 40
2023
Q4 		$4.06M Buy
13,687
+140
+1% +$38.1K 1.09% 36
2023
Q3 		$3.57M Sell
13,547
-263
-2% -$75K 1.05% 39
2023
Q2 		$4.12M Sell
13,810
-545
-4% -$158K 1.16% 33
2023
Q1 		$4.01M Sell
14,355
-592
-4% -$159K 1.15% 34
2022
Q4 		$3.94M Buy
14,947
+1,240
+9% +$327K 1.09% 35
2022
Q3 		$3.16M Buy
13,707
+111
+0.8% +$28.4K 1.51% 24
2022
Q2 		$3.36M Buy
13,596
+54
+0.4% +$13.3K 1.42% 29
2022
Q1 		$3.35M Sell
13,542
-325
-2% -$81K 1.4% 33
2021
Q4 		$3.72M Sell
13,867
-363
-3% -$91.7K 1.51% 27
2021
Q3 		$3.43M Buy
+14,230
New +$3.4M 1.54% 28
2021
Q1 		$2.8M Buy
12,487
+55
+0.4% +$11.8K 1.5% 30
2020
Q4 		$2.67M Sell
12,432
-915
-7% -$199K 1.48% 31
2020
Q3 		$2.93M Sell
13,347
-663
-5% -$136K 1.82% 21
2020
Q2 		$2.58M Buy
14,010
+137
+1% +$25.1K 1.68% 23
2020
Q1 		$2.29M Buy
13,873
+318
+2% +$62.7K 1.84% 18
2019
Q4 		$2.68M Sell
13,555
-1,081
-7% -$214K 1.53% 22
2019
Q3 		$3.14M Sell
14,636
-474
-3% -$102K 1.85% 15
2019
Q2 		$3.14M Sell
15,110
-1,003
-6% -$199K 1.79% 17
2019
Q1 		$3.06M Buy
+16,113
New +$2.92M 1.73% 19

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Shorepoint Capital Partners's MCD Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in McDonald's (MCD) in Q3 2025: 13,349 shares worth $4.06M. The stake represents 0.81% of the portfolio and ranks #51 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in MCD as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in MCD in Q1 2019 and has held it in 25 quarters since. The position peaked at $4.15M in Q1 2025. 3,414 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Shorepoint Capital Partners held 13,349 shares of McDonald's worth $4.06M as of Q3 2025.
  • McDonald's was a new Shorepoint Capital Partners position in Q3 2025.
  • McDonald's made up 0.81% of Shorepoint Capital Partners's portfolio in Q3 2025, its #51 holding.
  • Shorepoint Capital Partners first reported a position in McDonald's in Q1 2019 and has held it in 25 quarters since.
  • Shorepoint Capital Partners's McDonald's position peaked at $4.15M in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.